Acme Corp — Fund III Capital Raise

As of February 10, 2026 · Target: $150M

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Horizon Wealth Management

RIA · $350.0M AUM · West Coast

Prospect

Expansion Score

45

🤖 AI-Computed

Churn Risk

28

🤖 AI-Computed

Days in Stage

7

📊 From HubSpot

Avg Response Time

N/A

✨ Enhanced

Activity Timeline

2 events

Opened holiday update email

Dec 20, 2025 · 1 month agoinbound📊 From HubSpot

Sent holiday update and year-in-review

Dec 15, 2025 · 1 month agooutbound📊 From HubSpot

Relationship Summary

🤖 AI-Computed

Horizon Wealth Management is currently in Prospect with moderate engagement. They have had 2 touchpoints in the last 90 days. Typical check size for this investor type is $3.0M. Continue regular touchpoints to maintain momentum.

Details

Contact
Lisa Tran, Director of Private Investments
Sector Focus
Value-Add Multifamily
Typical Check
$3.0M
Current Commitment
None
Previous Fund
New relationship
Assigned To
James Mitchell
Stage Since
Feb 3, 2026
Priority Rank
#35 of 45

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