Back to InvestorsIn Due Diligence
Whidbey Island Trust
Endowment · $640.0M AUM · West Coast
Expansion Score
50
🤖 AI-Computed
Churn Risk
43
🤖 AI-Computed
Days in Stage
31
📊 From HubSpot
Avg Response Time
N/A
✨ Enhanced
Activity Timeline
2 eventsOpened Fund III overview email
Nov 8, 2025 · 3 months agoinbound📊 From HubSpot
Sent Fund III overview and November newsletter
Nov 1, 2025 · 3 months agooutbound📊 From HubSpot
Relationship Summary
🤖 AI-ComputedWhidbey Island Trust is currently in In Due Diligence with moderate engagement. They have had 0 touchpoints in the last 90 days. Current commitment stands at $3.0M. Continue regular touchpoints to maintain momentum.
Details
- Contact
- Catherine Wells, Investment Director
- Sector Focus
- Value-Add Multifamily
- Typical Check
- $3.0M
- Current Commitment
- $3.0M
- Previous Fund
- $2.0M
- Assigned To
- Rachel Torres
- Stage Since
- Jan 10, 2026
- Priority Rank
- #31 of 45