Back to InvestorsSoft Commit
Sterling Advisory Group
RIA · $1.4B AUM · Southeast
Expansion Score
70
🤖 AI-Computed
Churn Risk
15
🤖 AI-Computed
Days in Stage
29
📊 From HubSpot
Avg Response Time
72h
✨ Enhanced
Activity Timeline
2 eventsOpened introduction email
Feb 8, 2026 · Yesterdayinbound📊 From HubSpotResponse: 72h
Sent introduction email — referral from existing LP
Feb 5, 2026 · 4 days agooutbound📊 From HubSpot
Relationship Summary
🤖 AI-ComputedSterling Advisory Group has been highly engaged over the past 90 days. They opened 1 of 1 emails, had 0 meetings, and show strong expansion signals. Their previous fund commitment was $5.0M; expansion to $7.0M–$9.0M is likely based on pattern similarity to your top converters.
Details
- Contact
- Michelle Sterling, Chief Investment Officer
- Sector Focus
- Growth Equity
- Typical Check
- $7.0M
- Current Commitment
- $7.0M
- Previous Fund
- $5.0M
- Assigned To
- Sarah Kim
- Stage Since
- Jan 12, 2026
- Priority Rank
- #19 of 45