Beatriz Fonseca
Fonseca Patrimonial
$900K
Scenario: Debt-Free
Owner: C. Navarro
Next: Qualification call
Follow-up: 2026-08-25
10%
Demo record
Execution
Pipeline
Drag a card between columns, or use Move. Every move requires a short written update and a dated next action.
Total potential capital
$6.35M
Weighted potential capital
$2.74M
Potential capital multiplied by the probability selected by the deal owner.
Active opportunities
4
Weighted potential capital reflects the probability selected by the deal owner. It is a judgement-based sales forecast, not committed capital and not a projection of funds received.
New Lead
1 · $900K
Qualified
0 · $0
Drop here
Introductory Call
0 · $0
Drop here
Materials Shared
1 · $1.20M
Rodrigo Salazar
Salazar Hospitality Group
$1.20M
Scenario: Leveraged
Owner: A. Delgado
Next: Confirm receipt of approved one-pager
Follow-up: 2026-08-26
30%
Demo record
Scenario Review
1 · $1.75M
Camila Ortega
Ortega Strategic Ventures
$1.75M
Scenario: Debt-Free
Owner: M. Rosenberg
Next: Written response on development budget
Follow-up: 2026-08-28
45%
Demo record
Due Diligence
1 · $2.50M
Elena Marchetti
Marchetti Family Office
$2.50M
Scenario: Balanced
Owner: M. Rosenberg
Next: Diligence call with balanced scenario walkthrough
Follow-up: 2026-08-27
60%
Demo record
Terms Discussion
0 · $0
Drop here
Invested
0 · $0
Drop here
Declined
0 · $0
Drop here
Paused
1 · $600K
Jonas Bergqvist
Norrsken Wellness Partners
$600K
Scenario: Balanced
Owner: A. Delgado
Next: Re-engage in Q4 with programming outline
Follow-up: 2026-09-08
15%
Demo record
Stage history
- No stage moves recorded yet in this session. Total potential across all stages: $6,950,000.