Relationship register

Leads

Five seeded demo leads. Search, filter, qualify and convert to opportunities.

Name	Organization	Email	Investor type	Potential	Scenario	Status	Last contact	Next action	Owner
Elena MarchettiDemo record	Marchetti Family Office	elena@marchettifo.example	Family office	$2.50M	Balanced	Qualified	2026-08-18	Prepare balanced scenario for diligence call	M. Rosenberg
Rodrigo SalazarDemo record	Salazar Hospitality Group	r.salazar@salazarhg.example	Hospitality investor	$1.20M	Leveraged	Contacted	2026-08-21	Send approved English one-pager	A. Delgado
Beatriz FonsecaDemo record	Fonseca Patrimonial	bfonseca@fonsecapat.example	Real-estate investor	$900K	Debt-Free	New	2026-08-24	Qualify investment range and timeline	C. Navarro
Jonas BergqvistDemo record	Norrsken Wellness Partners	jonas@norrskenwp.example	Wellness partner	$600K	Balanced	Nurture	2026-08-11	Share programming outline in Q4 outreach	A. Delgado
Camila OrtegaDemo record	Ortega Strategic Ventures	camila@ortegasv.example	Strategic partner	$1.75M	Debt-Free	Qualified	2026-08-20	Answer development-budget question in writing	M. Rosenberg