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Tacoma Retirement Association
Pension · $1.5B AUM · West Coast
Expansion Score
77
🤖 AI-Computed
Churn Risk
15
🤖 AI-Computed
Days in Stage
101
📊 From HubSpot
Avg Response Time
72h
✨ Enhanced
Activity Timeline
3 eventsVisited fund website — browsed team page and Fund III strategy overview
Feb 5, 2026 · 4 days agoinbound✨ Enhanced
Opened Fund III overview email
Jan 28, 2026 · 1 week agoinbound📊 From HubSpotResponse: 72h
Sent Fund III overview and track record summary
Jan 20, 2026 · 2 weeks agooutbound📊 From HubSpot
Relationship Summary
🤖 AI-ComputedTacoma Retirement Association has been highly engaged over the past 90 days. They opened 1 of 1 emails, had 0 meetings, and show strong expansion signals. Their previous fund commitment was $4.0M; expansion to $6.0M–$8.0M is likely based on pattern similarity to your top converters.
Details
- Contact
- Steven Chang, Deputy CIO
- Sector Focus
- Value-Add Multifamily
- Typical Check
- $6.0M
- Current Commitment
- $5.0M
- Previous Fund
- $4.0M
- Assigned To
- James Mitchell
- Stage Since
- Nov 1, 2025
- Priority Rank
- #12 of 45