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PS
Priya Shah
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Pipeline

Sales pipeline across New Lead → Active.

PartyStageOwnerExpected sizeSourceNext action
Catherine NovariaQualifiedJonas Weber$2,500,000Intro call
Ariadne Macro FundActivePriya Shah$25,000,000Existing client expansionConfirm Q2 allocation
Hadley EndowmentQualifiedJonas Weber$60,000,000Inbound RFPSchedule on-site
Stefan KoppelOnboardingPriya Shah$5,000,000ReferralCollect source-of-funds doc
Cortex Family OfficeFundedPriya Shah$12,000,000Initial funding complete; await activation