Timberline Holdings
Family Office · $420.0M AUM · West Coast
Expansion Score
85
Churn Risk
10
Days in Stage
42
Avg Response Time
4h
Activity Timeline
8 eventsOpened Fund III capital call notice email
Video call with Rachel Torres — reviewed capital call schedule and liquidity planning
Opened January investor update email
Opened Q3 2025 investor letter
Attended Seattle Investor Day — family office principal and advisor attended
Visited Fund III data room — 15 min, reviewed property portfolio summaries
Opened Fund II performance recap email
Clicked link to Fund II exit case study — Eastside Gardens disposition
Relationship Summary
🤖 AI-ComputedTimberline Holdings 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 $3.0M; expansion to $4.0M–$5.0M is likely based on pattern similarity to your top converters.
Details
- Contact
- Caroline Matheson, CIO
- Sector Focus
- Workforce Housing
- Typical Check
- $4.0M
- Current Commitment
- $4.0M
- Previous Fund
- $3.0M
- Assigned To
- Karen Lee
- Stage Since
- Dec 30, 2025
- Priority Rank
- #10 of 45