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Priya Shah
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Pipeline

Sales pipeline: New Lead → Qualified → Proposal Sent → Onboarding → Funded → Active. Stalled deals can be moved back to an earlier stage.

New Lead1 · $2,500,000
Catherine Novaria
Jonas Weber
$2,500,000
Next: Intro call
Qualified1 · $60,000,000
Hadley Endowment
Jonas Weber
$60,000,000
Next: Schedule on-site
Proposal Sent0 · $0
Empty
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