Pipeline
Sales pipeline: New Lead → Qualified → Proposal Sent → Onboarding → Funded → Active. Stalled deals can be moved back to an earlier stage.
| Party | Stage | Owner | Expected size | Source | Next action |
|---|---|---|---|---|---|
| Ariadne Macro Fund | Active | Priya Shah | $25,000,000 | Existing client expansion | Confirm Q2 allocation |
| Hadley Endowment | Qualified | Jonas Weber | $60,000,000 | Inbound RFP | Schedule on-site |
| Stefan Koppel | Onboarding | Priya Shah | $5,000,000 | Referral | Collect source-of-funds doc |
| Catherine Novaria | New Lead | Jonas Weber | $2,500,000 | — | Intro call |
| Cortex Family Office | Funded | Priya Shah | $12,000,000 | — | Initial funding complete; await activation |