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Lake Union Capital
HNWI · $380.0M AUM · West Coast
Expansion Score
65
🤖 AI-Computed
Churn Risk
67
🤖 AI-Computed
Days in Stage
118
📊 From HubSpot
Avg Response Time
24h
✨ Enhanced
Activity Timeline
5 eventsSent follow-up with allocation committee presentation template
Nov 28, 2025 · 2 months agooutbound📊 From HubSpot
Phone call with sovereign wealth team lead — positive on sector, needs internal approval
Nov 28, 2025 · 2 months agoinbound📊 From HubSpot
Visited Fund III data room — 28 min, reviewed fund terms and governance
Nov 22, 2025 · 2 months agoinbound✨ Enhanced
Opened Fund III Overview deck email
Nov 20, 2025 · 2 months agoinbound📊 From HubSpot
Video call with Rachel Torres — discussed multifamily allocation strategy
Nov 15, 2025 · 2 months agooutbound✨ EnhancedResponse: 24h
Relationship Summary
🤖 AI-ComputedLake Union Capital is showing elevated churn risk. Last contact was 74 days ago, and engagement has declined significantly. As a returning LP ($4.0M in prior fund), re-engagement is critical. Proactive outreach from a senior team member is recommended.
Details
- Contact
- Erik Lindqvist, Head of Real Estate
- Sector Focus
- Value-Add Multifamily
- Typical Check
- $5.0M
- Current Commitment
- None
- Previous Fund
- $4.0M
- Assigned To
- James Mitchell
- Stage Since
- Oct 15, 2025
- Priority Rank
- #40 of 45