Back to InvestorsSoft Commit
San Juan Islands Family Office
Family Office · $160.0M AUM · West Coast
Expansion Score
30
🤖 AI-Computed
Churn Risk
10
🤖 AI-Computed
Days in Stage
21
📊 From HubSpot
Avg Response Time
60h
✨ Enhanced
Activity Timeline
4 eventsSent follow-up with peer sovereign wealth fund references
Feb 5, 2026 · 4 days agooutbound📊 From HubSpot
Video call with Rachel Torres — introductory meeting, discussed sovereign wealth mandate fit
Jan 28, 2026 · 1 week agooutbound✨ EnhancedResponse: 48h
Opened Fund III overview email
Jan 15, 2026 · 3 weeks agoinbound📊 From HubSpotResponse: 72h
Sent Fund III overview and sovereign wealth allocation case study
Jan 8, 2026 · 1 month agooutbound📊 From HubSpot
Relationship Summary
🤖 AI-ComputedSan Juan Islands Family Office is currently in Soft Commit with moderate engagement. They have had 4 touchpoints in the last 90 days. Current commitment stands at $1.0M. Continue regular touchpoints to maintain momentum.
Details
- Contact
- Charles Beaumont, Chief Investment Officer
- Sector Focus
- Workforce Housing
- Typical Check
- $2.0M
- Current Commitment
- $1.0M
- Previous Fund
- New relationship
- Assigned To
- Rachel Torres
- Stage Since
- Jan 20, 2026
- Priority Rank
- #33 of 45