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Northpoint Financial
RIA · $320.0M AUM · Midwest
Expansion Score
63
🤖 AI-Computed
Churn Risk
10
🤖 AI-Computed
Days in Stage
26
📊 From HubSpot
Avg Response Time
8h
✨ Enhanced
Activity Timeline
6 eventsOpened February fund update email
Feb 1, 2026 · 1 week agoinbound📊 From HubSpot
Video call with Karen Lee — commitment finalization discussion
Jan 15, 2026 · 3 weeks agooutbound✨ EnhancedResponse: 8h
Opened Q3 2025 investor letter
Dec 22, 2025 · 1 month agoinbound📊 From HubSpot
Opened December fund performance update email
Dec 10, 2025 · 2 months agoinbound📊 From HubSpot
Visited Fund III data room — 12 min, reviewed subscription agreement template
Nov 22, 2025 · 2 months agoinbound✨ Enhanced
Opened Fund III detailed investment strategy email
Nov 8, 2025 · 3 months agoinbound📊 From HubSpot
Relationship Summary
🤖 AI-ComputedNorthpoint Financial is currently in Prospect with moderate engagement. They have had 5 touchpoints in the last 90 days. Typical check size for this investor type is $2.0M. Continue regular touchpoints to maintain momentum.
Details
- Contact
- Brian Kelsey, Director of Alternatives
- Sector Focus
- Core Plus
- Typical Check
- $2.0M
- Current Commitment
- None
- Previous Fund
- $2.0M
- Assigned To
- Karen Lee
- Stage Since
- Jan 15, 2026
- Priority Rank
- #22 of 45