Interactive prototype · sample dataTeam view · internal · not visible to clients
- On deposit
- $5,750,000
- Insured across the book
- $1,310,000
- Above entity limits
- $4,140,000
sum of each client’s own position
Deposit placement
Which relationships have enrolled, and how much of the amount above their entity limits is placed through the network. Enrolment is the client’s election — this is FEB’s view of it, not a control.
- Placed through the network
- $1,100,000
- Above limits, not placed
- $3,040,000
- Enrolled
- 1 of 2
across enrolled relationships
held by relationships not enrolled
relationships with a balance above the limits
| Relationship | Election | Above entity limits | Placed |
|---|---|---|---|
| Halide Robotics, Inc. Startup · two legal entities | Not enrolled | $3,040,000 | — |
| Northstar Ventures Fund · four legal entities | Enrolled | $1,100,000 | $1,100,000 |
Relationships with nothing above their entity limits are not listed — there is nothing to place.
Open items
Derived from the state of the book, not a separate task list — an item disappears when the thing it describes changes.
Waiting on FEB
Northstar Ventures
Independent-activity review · Northstar Opportunities SPV I, LLC
Contributes no coverage while open. The determination decides whether it stands as its own depositor.
Being worked now
- Empty.
Client, counterparty, or the clock
Avery Lindqvist
Incoming wire announced · Marlow Design Co.
Settles today, 3:00 PM PT. The client can see the projected position before it posts.
Halide Robotics, Inc.
Incoming wire announced · Two Rivers Capital, LP
Settles today, 3:00 PM PT. The client can see the projected position before it posts.
Northstar Ventures
Incoming wire announced · Ridgeline Summit Partners, LP
Settles today, 3:00 PM PT. The client can see the projected position before it posts.
Northstar Ventures
Connection invitation · Cobalt Nine, Inc.
Awaiting the company. They decide whether to connect and what to share.
Resolved in the world, not by moving a card
- Nothing resolved yet.
Pipeline
New business by stage. The same pipeline is the operator console’s CRM view.
Open opportunities
11
Weighted deposits
$6.1M
Won this quarter
2
Win rate
66.7%
Median days in stage
6
Coverage of the model’s next-quarter growth
1.17xOn targetteam weighted $6.1M against $5.2M
Estimated deposits are a sales estimate. They weight this forecast and never enter a balance figure: a won deal counts in client balances only once its money arrives.
Lead3
Bramblewick Tools
Ravi Thorsby
est $350.0K · Directory
Advisor A · 2d
Fernhollow Labs
Lise Marchetti-Cole
est $500.0K · Inbound
Advisor B · 4d
Larkhaven Studio
Noa Pettersen-Achebe
est $250.0K · Inbound
Advisor A · 1d
Qualified3
Quillfern Health
Juno Akintola
est $600.0K · Directory
Advisor A · 6d
Kestrelwood Bio
Teodor Vasquez-Lind
est $1.5M · Referral
Head of Relationships · 9d
Dunmore Kiln Co.
Ottilie Fairbrother
est $450.0K · Advisor
Advisor B · 11d
Proposal3
Copperleaf Freight
Maren Oduya
est $1.2M · Referral
Head of Relationships · 12d
Orrery Payments
Nadia Brennerman
est $2.4M · Campaign
Advisor B · 19d
Ambergate Foods
Hollis Tran-Whitaker
est $800.0K · Inbound
Head of Relationships · 27d
Onboarding2
Tidecrest Grid
Kofi Ashworth
est $900.0K · Advisor
Head of Relationships · 3d
Glassmoth Security
Dario Fenwick-Adebayo
est $3.0M · Referral
Advisor A · 5d
Won2
Wrenfield Audio
Bea Castellano-Ruiz
est $700.0K · Campaign
Advisor B · 0d
Saltgrass Analytics
Ezra Mbeki-Lund
est $1.1M · Advisor
Head of Relationships · 0d
Lost1
Cobalt Nine, Inc.
Avery Lindqvist
est $400.0K · Referral
Head of Relationships · 0d
Keeps its existing bank
Relationships
Avery Lindqvist
Personal · individual · 1 entity · 2 accounts · 1 open
Deposits
$130,000
Insured
$130,000
Halide Robotics, Inc.
Startup · two legal entities · 2 entities · 3 accounts · 1 open
Deposits
$3,540,000
Insured
$500,000
Northstar Ventures
Fund · four legal entities · 4 entities · 6 accounts · 2 open
Deposits
$2,080,000
Insured
$680,000