Back to InvestorsSoft Commit
Ashford Wealth Group
Family Office · $250.0M AUM · West Coast
Expansion Score
30
🤖 AI-Computed
Churn Risk
43
🤖 AI-Computed
Days in Stage
31
📊 From HubSpot
Avg Response Time
N/A
✨ Enhanced
Activity Timeline
3 eventsSent cold outreach — Fund III opportunity overview
Feb 8, 2026 · Yesterdayoutbound📊 From HubSpot
No response to initial intro email
Jan 20, 2026 · 2 weeks agooutbound📊 From HubSpot
Sent initial intro email with Fund III teaser
Jan 15, 2026 · 3 weeks agooutbound📊 From HubSpot
Relationship Summary
🤖 AI-ComputedAshford Wealth Group is currently in Soft Commit with moderate engagement. They have had 3 touchpoints in the last 90 days. Current commitment stands at $3.0M. Continue regular touchpoints to maintain momentum.
Details
- Contact
- Robert Ashford, Head of Investments
- Sector Focus
- Value-Add Multifamily
- Typical Check
- $3.0M
- Current Commitment
- $3.0M
- Previous Fund
- New relationship
- Assigned To
- Rachel Torres
- Stage Since
- Jan 10, 2026
- Priority Rank
- #41 of 45