LP Conversion Focus

GP Meeting Completed → Advanced Diligence → Reserved Allocation
Generated 2026-08-13 11:18 UTC · Sorted by Focus Score (size × recency × engagement × stage-age)
GP Meeting Completed
23 deals · $69.8M pipeline
Tier 1: 12 · Tier 2: 6 · Tier 3: 5
Advanced Diligence
8 deals · $7.6M pipeline
Tier 1: 3 · Tier 2: 5
What the Priority Score (0-100) means
A qualitative judgment of how strongly the team should prioritize this opportunity right now — not a deterministic sum. Recent signals dominate older ones.
Weights: genuine LP reply recency (heaviest), live two-way momentum (multiple recent replies / recent meeting or call), stage progression (Advanced Diligence weighted up; stalled deals penalized), check size (secondary, log-scaled).
Guardrails: high engagement volume alone does not earn a high score — weak or stale intent caps it. Auto-replies/OOO are excluded as false intent. Cold deals (>90d no touch) are deprioritized regardless of history.
Bands: 75-100 strong use of team time now · 55-74 worth pursuing · 40-54 needs a nudge to revive · <40 low priority right now. Hover any score for its rationale.
How the legacy Focus Score / Tier is computed
Inputs: check size (log-scaled), days since last contact, days in stage, completed meetings, inbound email volume, notes density, calls/Retell touches.
Tier 1 (≥90): push this week. Tier 2 (65-89): high leverage. Tier 3 (40-64): needs unsticking. Tier 4 (<40): likely dead, last-chance touch only.
Stage-specific: GP Meeting Completed favors deals 0-30d in stage (warm post-meeting). Advanced Diligence flags deals >60d as needing a blocker-removal conversation.

Reach Out This Week (6 deals · $6.5M pipeline · 4 Tier 1 + 2 ★ monitored · 5 GP Meeting + 1 Adv Diligence)

Consolidated Tier 1 across both stages plus ★ actively-monitored Tier 2 prospects the team is working alongside them, ranked by score. Excludes LPs touched within the last 14 days. Work this list top-down this week.
# Deal Stage Amount Priority
(0-100)		 Score Last touch Inbound Owner Next step
1 Rajesh Damarapati GP Meeting $500K 60 110 16d 5 Michelle + Luis —
2 CapTrust Wealth Advisors GP Meeting $1.0M 51 98 16d 3 Michelle + Luis —
3 First Generation Capital - New Deal GP Meeting $500K 64 95 16d 5 Michelle + Luis —
4 Clee Capital - New Deal Adv Diligence $500K 48 95 16d 3 Luis (+ Jared if >$5M) —
5 John Souza ★ MONITOR GP Meeting $3.0M 37 70 16d 8 Michelle + Luis —
6 Beenext - New Deal ★ MONITOR GP Meeting $1.0M 37 58 44d 18 Michelle + Luis → Luis to follow up with recent portfolio update
Deals already touched in the last 14 days (12) — let recent contact land, don't double-touch (includes ★ monitored on 14-day cadence)
Deal Stage Amount Last touch Next step
Washington University in St. Louis - New DealGP Meeting$25.0M0d—
UCEA - Family Office Group - New DealGP Meeting$5.0M0d—
Tsuyo VenturesAdv Diligence$500K0d—
TGN VenturesAdv Diligence$250K0d—
Abu Dhabi Investment Council — Office of CEOGP Meeting$20.0M1d—
Angela Liao ★ MONITORGP Meeting$250K2d—
Brightside Capital - New DealGP Meeting$1.0M5d—
Banca Investis - New DealGP Meeting$1.0M5d—
Main Street Advisors - New DealGP Meeting$1.0M5d—
yooro.io - New DealGP Meeting$1.0M5d—
Abacon Capital - New DealGP Meeting$2.0M6d—
SIC Group - New DealGP Meeting$500K12d—

Full breakdown by stage

Tier 1 deals from each stage are highlighted in the consolidated table above; full ranked list per stage below for reference.

GP Meeting Completed (23 deals · $69.8M total)

Deal Amount Tier Priority
(0-100)		 Score In stage Last touch Mtgs ✓/all Email in/all Why Next step
Washington University in St. Louis - New Deal $25.0M Tier 1 91 120 21d 0d 0/53 2/7 Large check ($25.0M) · Fresh (0d since touch) · 53 meeting(s) booked · 2 inbound reply —
UCEA - Family Office Group - New Deal $5.0M Tier 1 100 120 36d 0d 0/3 7/19 Mid check ($5.0M) · Fresh (0d since touch) · 3 meeting(s) booked · 7 inbound replies (high intent) —
Abu Dhabi Investment Council — Office of CEO $20.0M Tier 1 30 118 102d 1d 1/2 5/38 Large check ($20.0M) · Fresh (1d since touch) · 1 completed meeting(s) · 5 inbound replies (high intent) —
Abacon Capital - New Deal $2.0M Tier 1 97 117 6d 6d 0/1 2/13 Mid check ($2.0M) · Fresh (6d since touch) · 1 meeting(s) booked · 2 inbound reply —
Brightside Capital - New Deal $1.0M Tier 1 93 113 34d 5d 0/5 11/28 Mid check ($1.0M) · Fresh (5d since touch) · 5 meeting(s) booked · 11 inbound replies (high intent) —
Rajesh Damarapati $500K Tier 1 60 110 35d 16d 1/2 5/23 Small check ($500K) · Warm (16d since touch) · 1 completed meeting(s) · 5 inbound replies (high intent) —
Banca Investis - New Deal $1.0M Tier 1 93 103 84d 5d 0/5 19/55 Mid check ($1.0M) · Fresh (5d since touch) · 5 meeting(s) booked · 19 inbound replies (high intent) —
CapTrust Wealth Advisors $1.0M Tier 1 51 98 36d 16d 0/1 3/8 Mid check ($1.0M) · Warm (16d since touch) · 1 meeting(s) booked · 3 inbound replies (high intent) —
Main Street Advisors - New Deal $1.0M Tier 1 44 98 0d 5d 0/1 0/8 Mid check ($1.0M) · Fresh (5d since touch) · 1 meeting(s) booked · No inbound replies —
First Generation Capital - New Deal $500K Tier 1 64 95 29d 16d 0/2 5/17 Small check ($500K) · Warm (16d since touch) · 2 meeting(s) booked · 5 inbound replies (high intent) —
yooro.io - New Deal $1.0M Tier 1 81 93 112d 5d 0/5 31/84 Mid check ($1.0M) · Fresh (5d since touch) · 5 meeting(s) booked · 31 inbound replies (high intent) —
SIC Group - New Deal $500K Tier 1 53 93 0d 12d 0/1 1/5 Small check ($500K) · Warm (12d since touch) · 1 meeting(s) booked · 1 inbound reply —
Angela Liao $250K Tier 2 70 87 119d 2d 0/1 12/32 Small check ($250K) · Fresh (2d since touch) · 1 meeting(s) booked · 12 inbound replies (high intent) —
Zell Family Office $500K Tier 2 42 85 49d 16d 0/1 5/13 Small check ($500K) · Warm (16d since touch) · 1 meeting(s) booked · 5 inbound replies (high intent) —
Future Standard Deal $0 Tier 2 36 81 40d 16d 0/1 2/8 Small check ($0K) · Warm (16d since touch) · 1 meeting(s) booked · 2 inbound reply —
Hugh Edmundson $1.5M Tier 2 59 80 249d 16d 0/1 10/30 Mid check ($1.5M) · Warm (16d since touch) · 1 meeting(s) booked · 10 inbound replies (high intent) —
John Souza $3.0M Tier 2 37 70 316d 16d 0/0 8/30 Mid check ($3.0M) · Warm (16d since touch) · No meetings logged (data gap?) · 8 inbound replies (high intent) —
Doorway Investments - New Deal $1.0M Tier 2 37 68 29d 29d 0/1 0/1 Mid check ($1.0M) · Cooling (29d since touch) · 1 meeting(s) booked · No inbound replies —
BML Group $1.0M Tier 3 19 61 126d 29d 0/2 2/15 Mid check ($1.0M) · Cooling (29d since touch) · 2 meeting(s) booked · 2 inbound reply —
Beenext - New Deal $1.0M Tier 3 37 58 134d 44d 0/0 18/42 Mid check ($1.0M) · Cooling (44d since touch) · No meetings logged (data gap?) · 18 inbound replies (high intent) → Luis to follow up with recent portfolio update
Aikya Connect - New Deal $500K Tier 3 28 55 49d 49d 0/1 0/4 Small check ($500K) · Cooling (49d since touch) · 1 meeting(s) booked · No inbound replies —
Avenir Capital - New Deal $2.0M Tier 3 48 51 189d 30d 0/0 1/9 Mid check ($2.0M) · Cooling (30d since touch) · No meetings logged (data gap?) · 1 inbound reply —
Pandan Ventures - New Deal $500K Tier 3 20 50 217d 14d 0/0 0/8 Small check ($500K) · Warm (14d since touch) · No meetings logged (data gap?) · No inbound replies —

Advanced Diligence (8 deals · $7.6M total)

Deal Amount Tier Priority
(0-100)		 Score In stage Last touch Mtgs ✓/all Email in/all Why Next step
Tsuyo Ventures $500K Tier 1 97 108 0d 0d 0/1 1/4 Small check ($500K) · Fresh (0d since touch) · 1 meeting(s) booked · 1 inbound reply —
TGN Ventures $250K Tier 1 91 105 0d 0d 0/1 1/5 Small check ($250K) · Fresh (0d since touch) · 1 meeting(s) booked · 1 inbound reply —
Clee Capital - New Deal $500K Tier 1 48 95 50d 16d 0/1 3/13 Small check ($500K) · Warm (16d since touch) · 1 meeting(s) booked · 3 inbound replies (high intent) —
Jonathan Quan - New Deal $500K Tier 2 48 88 50d 16d 0/2 1/12 Small check ($500K) · Warm (16d since touch) · 2 meeting(s) booked · 1 inbound reply —
Parkside Investments - New Deal $0 Tier 2 54 88 40d 21d 0/1 9/27 Small check ($0K) · Warm (21d since touch) · 1 meeting(s) booked · 9 inbound replies (high intent) —
Fintex & Partners - New Deal $500K Tier 2 48 81 48d 29d 0/1 1/7 Small check ($500K) · Cooling (29d since touch) · 1 meeting(s) booked · 1 inbound reply → Luis to check in on diligence process and timeline
HarbourVest Partners - New Deal $5.0M Tier 2 49 78 134d 50d 0/1 6/18 Mid check ($5.0M) · Cooling (50d since touch) · 1 meeting(s) booked · 6 inbound replies (high intent) —
The Sifre Group - New Deal $350K Tier 2 47 73 64d 43d 0/1 3/9 Small check ($350K) · Cooling (43d since touch) · 1 meeting(s) booked · 3 inbound replies (high intent) —
Recommendations for improving stage conversion:
  • GP Meeting Completed → Advanced Diligence: deals that sat >45d post-meeting almost never convert. Send the DDQ + data room link within 7 days of the meeting, no exceptions. For the 13 deals already >90d in this stage, a re-engage email with a specific portfolio data point will work better than another generic check-in.
  • Advanced Diligence → Reserved Allocation: the 1.8% conversion through this stage is the biggest funnel leak. Common blockers: DDQ length, missing reference calls, data room access friction. Recommend a standing 30-min DDQ walkthrough call offered to every AD deal — converts ambiguity into a clear next step.