Pipeline

New lead

3

• Avery Coleman Meridian Growth Equity Fund II $250000.00
  New Family office
• Jonah Feldman Coastal Ridge Real Estate Income Fund $150000.00
  New
• Priya Raman Vantage Point Venture Fund III $300000.00
  New Warm intro

Contacted

14

• Rurik Solberg Coastal Ridge Real Estate Income Fund
  Engaged
• Talia Feldman Beacon Infrastructure Partners
  Engaged
• Bastian Hoffmann Meridian Growth Equity Fund II
  Engaged
• Leilani Kahale Coastal Ridge Real Estate Income Fund
  Engaged
• Théo Marchetti Beacon Infrastructure Partners
  Engaged
• Hana Kobayashi Vantage Point Venture Fund III
  Engaged
• Declan Farrow Coastal Ridge Real Estate Income Fund
  Engaged
• Simone Ostrowski Meridian Growth Equity Fund II
  Engaged
• Marcus Delgado Beacon Infrastructure Partners
  Engaged
• Priya Chandran Coastal Ridge Real Estate Income Fund
  Engaged
• Avery Nguyen Meridian Growth Equity Fund II
  Engaged
• Marcus Bell Meridian Growth Equity Fund II $200000.00
  Engaged Warm intro
• Elena Sokolova Beacon Infrastructure Partners $500000.00
  Engaged Family office
• Daniel Okafor Coastal Ridge Real Estate Income Fund $350000.00
  Engaged

Meeting held

2

• Hannah Whitfield Meridian Growth Equity Fund II $500000.00
  Qualified Accredited verified
• Tomas Herrera Vantage Point Venture Fund III $400000.00
  Qualified

Soft commit

2

• Grace Lin Meridian Growth Equity Fund II $1000000.00
  Qualified Family office Accredited verified
• Samuel Ortega Coastal Ridge Real Estate Income Fund $750000.00
  Qualified Warm intro

Docs out

4

• Ines Beaumont Vantage Point Venture Fund III
  Qualified
• Owen MacAllister Coastal Ridge Real Estate Income Fund
  Qualified
• Renata Silveira Meridian Growth Equity Fund II
  Qualified
• Rebecca Sterling Meridian Growth Equity Fund II $1500000.00
  Qualified Accredited verified

Onboarding

8

• Freya Halloran Coastal Ridge Real Estate Income Fund $200000.00
  Converted
• Soren Vikander Meridian Growth Equity Fund II $50000.00
  Converted
• Grigor Petrosyan Coastal Ridge Real Estate Income Fund $400000.00
  Converted
• Nadia Okonkwo Meridian Growth Equity Fund II $100000.00
  Converted
• Julian Esposito Beacon Infrastructure Partners $150000.00
  Converted
• Beatrix Lindqvist Vantage Point Venture Fund III $50000.00
  Converted
• Anjali Rao Coastal Ridge Real Estate Income Fund $200000.00
  Converted
• Callum Whitfield Meridian Growth Equity Fund II $50000.00
  Converted

Invested

12

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Lost

0

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