Willamette Family Trust
Family Office · $280.0M AUM · West Coast
Expansion Score
95
Churn Risk
10
Days in Stage
50
Avg Response Time
7h
Activity Timeline
9 eventsVisited Fund III data room — 30 min, reviewed legal docs and audited statements
Video call with Rachel Torres — deep dive on portfolio construction and risk management
Opened Fund III detailed financials email
Clicked link to updated terms sheet
Phone call with investment committee chair — discussed timeline for commitment approval
Visited Fund III data room — 22 min, reviewed DDQ and operational due diligence materials
In-person meeting with James Mitchell at endowment office — reviewed peer fund comparison
Opened Q3 2025 investor letter
Opened November market update email
Relationship Summary
🤖 AI-ComputedWillamette Family Trust has been highly engaged over the past 90 days. They opened 3 of 3 emails, had 2 meetings, and show strong expansion signals. Their previous fund commitment was $2.0M; expansion to $3.0M–$4.0M is likely based on pattern similarity to your top converters.
Details
- Contact
- Amanda Roth, Trustee
- Sector Focus
- Multifamily
- Typical Check
- $3.0M
- Current Commitment
- $3.0M
- Previous Fund
- $2.0M
- Assigned To
- James Mitchell
- Stage Since
- Dec 22, 2025
- Priority Rank
- #8 of 45