Acme Corp — Fund III Capital Raise

As of February 10, 2026 · Target: $150M

Back to Investors

Westside Wealth Partners

RIA · $1.8B AUM · West Coast

In Due Diligence

Expansion Score

35

🤖 AI-Computed

Churn Risk

43

🤖 AI-Computed

Days in Stage

52

📊 From HubSpot

Avg Response Time

N/A

✨ Enhanced

Activity Timeline

3 events

Video call with James Mitchell — initial discussion about Fund III mandate fit

Nov 5, 2025 · 3 months agooutbound✨ EnhancedResponse: 48h

Opened Fund III intro email

Oct 20, 2025 · 3 months agoinbound📊 From HubSpot

Sent Fund III intro materials

Oct 15, 2025 · 3 months agooutbound📊 From HubSpot

Relationship Summary

🤖 AI-Computed

Westside Wealth Partners is currently in In Due Diligence with moderate engagement. They have had 0 touchpoints in the last 90 days. Current commitment stands at $8.0M. Continue regular touchpoints to maintain momentum.

Details

Contact
Sebastian Mueller, Head of Real Estate
Sector Focus
Core Plus
Typical Check
$8.0M
Current Commitment
$8.0M
Previous Fund
New relationship
Assigned To
Karen Lee
Stage Since
Dec 20, 2025
Priority Rank
#27 of 45

Quick Actions