Apex Growth Partners — Fund V Capital Raise

As of February 10, 2026 · Target: $500M

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Coastal Heritage Foundation

Endowment · $1.6B AUM · Southeast

In Due Diligence

Expansion Score

48

🤖 AI-Computed

Churn Risk

10

🤖 AI-Computed

Days in Stage

35

📊 From HubSpot

Avg Response Time

6h

✨ Enhanced

Activity Timeline

6 events

Opened January investor update email

Jan 28, 2026 · 1 week agoinbound📊 From HubSpot

Video call with David Chen — discussed closing timeline and wire instructions

Jan 15, 2026 · 3 weeks agooutbound✨ EnhancedResponse: 6h

Opened Q3 2025 investor letter

Jan 8, 2026 · 1 month agoinbound📊 From HubSpot

Attended NYC Investor Day

Dec 18, 2025 · 1 month agoinbound📊 From HubSpot

Opened Fund V final terms email

Dec 5, 2025 · 2 months agoinbound📊 From HubSpot

Visited Fund V data room — 20 min, reviewed LPA and subscription docs

Nov 20, 2025 · 2 months agoinbound✨ Enhanced

Relationship Summary

🤖 AI-Computed

Coastal Heritage Foundation is currently in In Due Diligence with moderate engagement. They have had 6 touchpoints in the last 90 days. Current commitment stands at $10.0M. Continue regular touchpoints to maintain momentum.

Details

Contact
Andrea Simmons, VP of Endowment Management
Sector Focus
Credit
Typical Check
$10.0M
Current Commitment
$10.0M
Previous Fund
New relationship
Assigned To
Michael Torres
Stage Since
Jan 6, 2026
Priority Rank
#24 of 45

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