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Mountain West Endowment
Endowment · $3.6B AUM · West Coast
Expansion Score
62
🤖 AI-Computed
Churn Risk
43
🤖 AI-Computed
Days in Stage
143
📊 From HubSpot
Avg Response Time
N/A
✨ Enhanced
Activity Timeline
3 eventsVideo call with James Mitchell — introductory meeting, discussed investment mandate
Oct 10, 2025 · 4 months agooutbound✨ EnhancedResponse: 48h
Opened Fund III overview email
Sep 20, 2025 · 4 months agoinbound📊 From HubSpot
Sent Fund III overview and investment thesis summary
Sep 15, 2025 · 4 months agooutbound📊 From HubSpot
Relationship Summary
🤖 AI-ComputedMountain West Endowment is currently in Closed with moderate engagement. They have had 0 touchpoints in the last 90 days. Current commitment stands at $15.0M. Continue regular touchpoints to maintain momentum.
Details
- Contact
- Sarah Worthington, VP of Investments
- Sector Focus
- Diversified Real Estate
- Typical Check
- $15.0M
- Current Commitment
- $15.0M
- Previous Fund
- $12.0M
- Assigned To
- James Mitchell
- Stage Since
- Sep 20, 2025
- Priority Rank
- #7 of 45