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PS
Priya Shah
user

Pipeline

Sales pipeline across New Lead → Active.

New Lead0 · $0
Empty
Qualified2 · $62,500,000
Catherine Novaria
Jonas Weber
$2,500,000
Next: Intro call
Hadley Endowment
Jonas Weber
$60,000,000
Next: Schedule on-site
Onboarding1 · $5,000,000
Stefan Koppel
Priya Shah
$5,000,000
Next: Collect source-of-funds doc
Funded1 · $12,000,000
Cortex Family Office
Priya Shah
$12,000,000
Next: Initial funding complete; await activation
Active1 · $25,000,000
Ariadne Macro Fund
Priya Shah
$25,000,000
Next: Confirm Q2 allocation