CRM
Institutional partners, affiliates, and enterprise leads
Active accounts
1,418
+8.2%
Pipeline value
$48,200,000
+22%
Win rate
18.4%
Contacts
8,240
Pipeline
Lead
842
$4,200,000
Qualified
342
$3,100,000
Proposal
148
$2,400,000
Negotiation
62
$1,820,000
Won
24
$1,120,000
| Account | Type | Owner | Value | Stage |
|---|---|---|---|---|
| Sequoia Capital | Investor | M. Chen | $25,000,000 | Negotiation |
| Interactive Brokers | Partner | L. Fischer | $4,800,000 | Proposal |
| Prop Alliance | Affiliate | J. Park | $1,240,000 | Qualified |
| Quantitative Ventures | Institutional | M. Chen | $12,000,000 | Lead |