Back to InvestorsIn Due Diligence
Columbia River Foundation
Endowment · $550.0M AUM · West Coast
Expansion Score
43
🤖 AI-Computed
Churn Risk
10
🤖 AI-Computed
Days in Stage
35
📊 From HubSpot
Avg Response Time
6h
✨ Enhanced
Activity Timeline
6 eventsOpened January investor update email
Jan 28, 2026 · 1 week agoinbound📊 From HubSpot
Video call with Rachel Torres — discussed closing timeline and wire instructions
Jan 15, 2026 · 3 weeks agooutbound✨ EnhancedResponse: 6h
Opened Q3 2025 investor letter
Jan 8, 2026 · 1 month agoinbound📊 From HubSpot
Attended Seattle Investor Day
Dec 18, 2025 · 1 month agoinbound📊 From HubSpot
Opened Fund III final terms email
Dec 5, 2025 · 2 months agoinbound📊 From HubSpot
Visited Fund III data room — 20 min, reviewed LPA and subscription docs
Nov 20, 2025 · 2 months agoinbound✨ Enhanced
Relationship Summary
🤖 AI-ComputedColumbia River Foundation is currently in In Due Diligence with moderate engagement. They have had 6 touchpoints in the last 90 days. Current commitment stands at $3.0M. Continue regular touchpoints to maintain momentum.
Details
- Contact
- Andrea Simmons, VP of Endowment Management
- Sector Focus
- Workforce Housing
- Typical Check
- $3.0M
- Current Commitment
- $3.0M
- Previous Fund
- New relationship
- Assigned To
- Karen Lee
- Stage Since
- Jan 6, 2026
- Priority Rank
- #25 of 45