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Compass Rose Foundation
Endowment · $720.0M AUM · Midwest
Expansion Score
50
🤖 AI-Computed
Churn Risk
80
🤖 AI-Computed
Days in Stage
172
📊 From HubSpot
Avg Response Time
N/A
✨ Enhanced
Activity Timeline
2 eventsNo response to initial outreach after 15 days
Sep 25, 2025 · 4 months agooutbound📊 From HubSpot
Sent initial cold outreach email — Fund III opportunity
Sep 10, 2025 · 5 months agooutbound📊 From HubSpot
Relationship Summary
🤖 AI-ComputedCompass Rose Foundation is showing elevated churn risk. Last contact was 103 days ago, and engagement has declined significantly. As a returning LP ($4.0M in prior fund), re-engagement is critical. Proactive outreach from a senior team member is recommended.
Details
- Contact
- Margaret Thornton, VP of Investments
- Sector Focus
- Core Plus
- Typical Check
- $5.0M
- Current Commitment
- None
- Previous Fund
- $4.0M
- Assigned To
- Karen Lee
- Stage Since
- Aug 22, 2025
- Priority Rank
- #45 of 45