Emerald City Endowment
Endowment · $480.0M AUM · West Coast
Expansion Score
78
Churn Risk
10
Days in Stage
33
Avg Response Time
12h
Activity Timeline
8 eventsOpened Fund III co-investmentment deal memo email
Video call with Karen Lee — discussed wealth advisory channel partnership
Opened January fund update email
Phone call with Director — asked about client-facing materials for HNW referrals
Attended Seattle Investor Day
Opened Fund III Overview deck email
Opened Q3 2025 investor letter
Visited Fund III data room — 10 min, reviewed high-level summary
Relationship Summary
🤖 AI-ComputedEmerald City Endowment has been highly engaged over the past 90 days. They opened 3 of 3 emails, had 1 meeting, 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
- Patricia Graves, VP of Investments
- Sector Focus
- Diversified Real Estate
- Typical Check
- $3.0M
- Current Commitment
- $3.0M
- Previous Fund
- $2.0M
- Assigned To
- James Mitchell
- Stage Since
- Jan 8, 2026
- Priority Rank
- #14 of 45