Cascade Ridge Family Office
Family Office · $320.0M AUM · West Coast
Expansion Score
100
Churn Risk
10
Days in Stage
54
Avg Response Time
4h
Activity Timeline
16 eventsVisited Fund III data room — 22 min, reviewed terms sheet and financials
Clicked link to Fund III terms sheet PDF
Opened Fund III updated terms sheet email
Visited Fund III data room — 18 min, downloaded track record summary
Video call with Rachel Torres — discussed Fund III allocation timeline and co-investmentment structure
Clicked link to updated portfolio performance dashboard
Opened January investor update email
In-person lunch with James Mitchell — reviewed Fund II performance, expressed strong interest in Fund III
Opened Q3 2025 investor letter
Clicked link to Fund III Overview presentation
Opened Fund III Overview deck email
Phone call with Rachel Torres — asked about minimum commitment for co-investmentment opportunity
Attended Seattle Investor Day — stayed for full program, asked 3 questions during Q&A
Opened Seattle Investor Day follow-up recap email
Video call with Karen Lee — initial Fund III overview and timeline discussion
Opened Fund II annual performance report email
Relationship Summary
🤖 AI-ComputedCascade Ridge Family Office has been highly engaged over the past 90 days. They opened 8 of 8 emails, had 3 meetings, and show strong expansion signals. Their previous fund commitment was $4.0M; expansion to $5.0M–$7.0M is likely based on pattern similarity to your top converters.
Details
- Contact
- Laura Jennings, CIO
- Sector Focus
- Value-Add Multifamily
- Typical Check
- $5.0M
- Current Commitment
- $5.0M
- Previous Fund
- $4.0M
- Assigned To
- Rachel Torres
- Stage Since
- Dec 18, 2025
- Priority Rank
- #4 of 45