TDG
Contacts
Weekly Digest
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Stage:
All Stages
Cold
Contacted
Meeting Held
Qualified Prospect
Best Few
Category:
All Categories
Family Office
Equity
Developer
Broker
Advisory
RIA
Strategic / OpCo Partner
Other
Owner:
All
ED
JB
JE
PCC
Min Score:
Any
10+
15+
20+
Name
Company
Category
Market
Owner
Stage
Score
Last Contact
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First Name
Last Name
Company / Firm
Category
Family Office
Equity
Developer
Broker
Advisory
RIA
Strategic / OpCo Partner
Other
Email
Phone
Market / Geography
Doran Owner
ED
JB
JE
PCC
JE/ED
ED/JE
JKE
Pipeline Stage
Cold
Contacted
Meeting Held
Qualified Prospect
Best Few
Last Contact Date
Next Follow-Up
Title / Status
Notes
Thesis Alignment Score (1=low 5=high — max 25)
Midwest Geography
3
Ground-Up Dev Appetite
3
Co-GP / Sponsor Comfort
3
Check Size
3
Relationship Warmth
3
Total Score
15
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