Good morning, Priya.
Your book at a glance — 3 records owned by you.
Due today
0
Overdue
0
Stalled deals
0
KYC awaiting me
2
Your day
All tasks →Nothing due today and nothing overdue. A clean start.
+ 2 more this week
Stalled in your pipeline
Pipeline →Every active deal has had activity in the last 10 days. Nice.
KYC awaiting me
Compliance →- Stefan KoppelIn Progress3/5 items complete
- Cortex Family OfficePending Review4/5 items complete
What happened on your book
Audit log →- 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
- noteMentioned interest in structured notes on BTC.Stefan Koppel · Priya Shah · 8d ago
Firm pipeline by stage
New Lead1 opp
$2,500,000
Qualified1 opp
$60,000,000
Proposal Sent0 opps
$0
Onboarding1 opp
$5,000,000
Funded1 opp
$12,000,000
Active1 opp
$25,000,000
Firm parties by status
Prospect5
Onboarding0
Active1
Dormant0
Offboarded0
Status mix across 6 parties. Statuses: Prospect · Onboarding · Active · Dormant · Offboarded Stages: New Lead → Qualified → Proposal Sent → Onboarding → Funded → Active