Signals & Engagement
Behavioral signals that feed your investor scores
Email Engagement
Open rate across all investors
Top openers: Oregon State Retirement (200%), Cascadia Wealth Advisors (200%), Mountain West Endowment (100%)
Meeting Frequency
Avg meetings per active investor (90d)
22 investors have had 0 meetings in 90 days
Response Speed
Avg response time across active pipeline
Based on 45 tracked responses in 90 days
Data Room Activity
visits last 30 days, 9 unique investors
Most active: Cascade Ridge Family Office (2 visits), Northwest Teachers Pension (2 visits)
Quarterly Letter Engagement
Last letter open rate
Didn't open: Oregon State Retirement, Columbia Institutional Partners, Mountain West Endowment, Tacoma Retirement Association
Engagement Trend
Overall engagement direction
Trending up: 34 investors. Trending down: 3 investors.
How these signals create your scores
Each signal above contributes to the Expansion and Churn Risk scores you see on the dashboard. For example, an investor who opens every email, visits the data room frequently, and responds within 24 hours will have a high Expansion Score. An investor with declining email opens, no meetings, and slow responses will trigger a Churn Risk alert. The model weights recent behavior more heavily — what happened last week matters more than last quarter.