Westbrook Family Holdings
Family Office · $960.0M AUM · Southeast
Expansion Score
85
Churn Risk
10
Days in Stage
42
Avg Response Time
4h
Activity Timeline
8 eventsOpened Fund V capital call notice email
Video call with David Chen — reviewed capital call schedule and liquidity planning
Opened January investor update email
Opened Q3 2025 investor letter
Attended NYC Investor Day — family office principal and advisor attended
Visited Fund V data room — 15 min, reviewed portfolio company summaries
Opened Fund IV performance recap email
Clicked link to Fund IV exit case study — TechCo acquisition
Relationship Summary
🤖 AI-ComputedWestbrook Family Holdings has been highly engaged over the past 90 days. They opened 3 of 3 emails, had 1 meeting, and show strong expansion signals. Their previous fund commitment was $10.0M; expansion to $12.0M–$16.0M is likely based on pattern similarity to your top converters.
Details
- Contact
- Caroline Westbrook, CIO
- Sector Focus
- Real Assets
- Typical Check
- $12.0M
- Current Commitment
- $12.0M
- Previous Fund
- $10.0M
- Assigned To
- Michael Torres
- Stage Since
- Dec 30, 2025
- Priority Rank
- #9 of 45