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Oregon State Retirement
Pension · $3.8B AUM · West Coast
Expansion Score
77
🤖 AI-Computed
Churn Risk
10
🤖 AI-Computed
Days in Stage
121
📊 From HubSpot
Avg Response Time
48h
✨ Enhanced
Activity Timeline
5 eventsOpened February fund update email
Feb 3, 2026 · 6 days agoinbound📊 From HubSpot
Visited Fund III data room — 8 min, browsed overview documents
Jan 22, 2026 · 2 weeks agoinbound✨ Enhanced
Phone call with investment officer — initial screening call for Fund III
Jan 10, 2026 · 1 month agooutbound✨ EnhancedResponse: 48h
Opened Fund III overview email
Dec 8, 2025 · 2 months agoinbound📊 From HubSpot
Sent Fund III overview materials
Dec 1, 2025 · 2 months agooutbound📊 From HubSpot
Relationship Summary
🤖 AI-ComputedOregon State Retirement has been highly engaged over the past 90 days. They opened 2 of 2 emails, had 1 meeting, and show strong expansion signals. Their previous fund commitment was $8.0M; expansion to $12.0M–$16.0M is likely based on pattern similarity to your top converters.
Details
- Contact
- Douglas Perry, Deputy CIO
- Sector Focus
- Core Plus
- Typical Check
- $12.0M
- Current Commitment
- $10.0M
- Previous Fund
- $8.0M
- Assigned To
- Rachel Torres
- Stage Since
- Oct 12, 2025
- Priority Rank
- #3 of 45