Dashboards

Pipeline overview, fundraise calendar and progress at a glance.

Total managers
33
Tasks complete
3/170
Upcoming target closes
10
Diligence track progress
2%

Pipeline by status

Where every manager sits in the funnel.

  • Met with and passed 10
  • Working on scheduling 6
  • Met with, continuing conversations 6
  • Met with and liked, monitor for next fundraise 5
  • Scheduled 3
  • Not contacted 2
  • Invested & didn't re-up 1

By stage

  • Buyout 29
  • Growth 2
  • Growth,Buyout 1
  • Buyout,Growth 1

Currently raising

  • (unspecified) 23
  • No 4
  • Yes 6

Fundraise calendar

Upcoming target close / next-fundraise dates across the pipeline.

Target close Manager Fund Status
1/1/2026 Glacier Sustainable Capital Glacier Sustainable Capital Strategic Fund VIII Met with and passed
1/1/2027 Rimrock Investments Rimrock Investments Fund VII Met with, continuing conversations
1/4/2027 Pinewood Group Pinewood Group Fund I Met with and liked, monitor for next fundraise
12/31/2026 Eaglecrest Impact Partners Eaglecrest Impact Partners Fund IX Met with, continuing conversations
2026-05-29 Falconcrest Asset Management Falconcrest Asset Management Fund I Not contacted
2026-07-31 Westfall Partners Westfall Partners Strategic Fund IV Met with, continuing conversations
3/31/2026 Stonebridge Management Stonebridge Management Flagship Fund II Not contacted
4/1/2026 Granite Partners Granite Partners Fund V Met with and passed
7/1/2026 Meadowlark Holdings Meadowlark Holdings Fund III Met with, continuing conversations
7/1/2027 Pinecrest Strategies Pinecrest Strategies Strategic Fund IV Met with and liked, monitor for next fundraise