HOLÓN SALES STUDIOInvestor relationships. Evidence. Execution.

Executive overview

Investor relationships. Evidence. Execution.

A private sales-operations view of the HOLÓN investor programme. All records are fictional demo records.

Go to leads

New leads

1

Awaiting qualification

Qualified investors

2

Active opportunities

4

Potential capital

$6.35M

Unweighted

Follow-ups due

4

Through 28 Aug

Meetings this week

3

2 calls, 1 site walk

Today's priorities

  1. Follow up with the deck viewer

    Beatriz Fonseca opened the investor presentation twice — qualify range and timeline.

    Open

  2. Prepare the balanced scenario

    Elena Marchetti diligence call, 27 Aug. Refresh net proceeds and participation.

    Open

  3. Send the approved one-pager

    Rodrigo Salazar is waiting on the English Investment One-Pager v2.1.

    Open

  4. Answer the budget question in writing

    Camila Ortega asked whether US$7.1M is complete — respond using the approved language.

    Open

  5. Confirm the diligence call agenda

    Marchetti Family Office — circulate objective and verification list beforehand.

    Open

Recent activity

  • New lead received

    2026-08-24

    Beatriz Fonseca — Fonseca Patrimonial (web enquiry)

  • Call completed

    2026-08-21

    Rodrigo Salazar — introductory call, 32 minutes

  • Document shared

    2026-08-20

    Investor Packet v2.0 shared with Camila Ortega

  • Scenario created

    2026-08-20

    Ortega — Debt-free review

  • Follow-up scheduled

    2026-08-18

    Elena Marchetti — diligence call on 27 Aug 2026

Pipeline by stage — potential capital

Open pipeline

Watchlist

Elena Marchetti

Marchetti Family Office

Demo record
Qualified$2.50M

Next: Prepare balanced scenario for diligence call

Rodrigo Salazar

Salazar Hospitality Group

Demo record
Contacted$1.20M

Next: Send approved English one-pager

Beatriz Fonseca

Fonseca Patrimonial

Demo record
New$900K

Next: Qualify investment range and timeline