Showing 5 of 5 Accounts
| Client & Company | Status | Deal Value | Pipelines | Health | Action |
|---|---|---|---|---|---|
Alex Jamison Aurelius Capital | Active | $1,390,000 | 3 Active | 96/100 | |
Elena Rostova Vanguard Peak Holdings | Onboarding | $720,000 | 2 Active | 88/100 | |
Marcus Sterling Sterling & Croft Family Office | Active | $2,450,000 | 2 Active | 98/100 | |
Sophia Chen Meridian BioTech Ventures | Lead | $450,000 | 1 Active | 74/100 | |
David K. Miller Oasis Capital Partners | At Risk | $980,000 | 1 Active | 58/100 |
Executive Data Analysis: Product Pipelines Real-time Insights
Asset Management $2,700,000
4 Active Accounts
Structured Credit $1,610,000
3 Active Accounts
Venture Debt & Equity $1,050,000
2 Active Accounts
Selected Account
ActiveAlex Jamison
Aurelius Capital
Email: a.jamison@aureliuscap.com
Phone: +1 (555) 382-9102
Account Value: $1,390,000
Health Score: 96 / 100
Active Client Product Pipelines 3 Products
Asset Management Mandate Stage: Closed Won
$850,000Structured Notes Portfolio Stage: Negotiation
$390,000Private Equity Co-Investment Stage: Proposal
$150,000Communication Timeline
[call] Jana Life Today at 09:30 AM
Quarterly Portfolio Review Call
Discussed Q3 allocation strategy. Alex confirmed additional $390k commitment into structured notes.
[email] Jana Life Yesterday at 04:15 PM
Term Sheet Sent: Co-Investment
Dispatched draft legal terms for PE co-investment tranche. Awaiting internal compliance approval.
[meeting] Marcus Vance Jul 18, 2026
Executive Dinner & Investment Briefing
Hosted founding partners at Bernstein HQ. High interest in custom ESG fixed-income yield products.