Dashboard
Firm-wide pipeline, party status, and overdue work.
Total parties
6
Pipeline value
$104,500,000
across 5 opportunities
Overdue tasks
1
Pipeline value by stage
New Lead1 opp
$2,500,000
Qualified1 opp
$60,000,000
Onboarding1 opp
$5,000,000
Funded1 opp
$12,000,000
Active1 opp
$25,000,000
Parties by status
Prospect5
Onboarding0
Active1
Dormant0
Offboarded0
Status mix across 6 parties.
Overdue tasks
- Due Jun 16, 2026Prepare RFP answers v2Hadley Endowment · Jonas Weber
Recent interactions
- callFollow-up call on derivatives line. Sent ISDA draft.Ariadne Macro Fund · Priya Shah · 1d ago
- meetingFamily office mandate signed. Funding wired today.Cortex Family Office · Priya Shah · 2d ago
- meetingQuarterly review with Lin and Daniel. Asked about expanded crypto mandate.Ariadne Macro Fund · Priya Shah · 3d ago
- emailReplied to RFP. Highlighted commodities desk track record.Hadley Endowment · Jonas Weber · 5d ago
- noteMentioned interest in structured notes on BTC.Stefan Koppel · Priya Shah · 8d ago