LP Pipeline

Track prospect engagement, interactions, and commitments.

5
Total Prospects
3
Warm / Hot
$52.0M
Pipeline Total
$14.3M
Probability-Weighted
NameTypeStatusEst. CommitmentProbabilityEngagement
Meridian Family Officefamily officewarm$5.0M65%
Atlas Capital Partnersfund of fundswarm$10.0M35%
Northstar Endowmentendowmentcold$15.0M20%
Pinnacle Wealth Managementindividualhot$2.0M80%
Greenfield Pension Fundpensioncold$20.0M15%

LP contact details are redacted in demo mode. In production, PII columns will be encrypted at the column level using Supabase Vault.