Accounts › Tier 1Account detail·
Account · T2
Investa
Flirting Owner · Rob Last touch 21d
Health
31
−8 30d
composite
Relationship
24
−12
vs. baseline 70
Stagnation
21
+22
threshold 60
Coverage
18
−18
org-chart fill
AI account summary · refreshed 4h ago
Investa is currently flirting. Account is held by Rob Mercer. Relationship health sits at 31/100; stagnation at 21/100. 2 warm-intro paths are on the graph.
Org chart · contacts at this account
Decision unit
——
Org chart for Investa not yet captured. Add contacts to begin building the decision unit.
Interaction timeline · last 12 months
Recent activity
Jun '25SepDecMar '26now
21d
Last logged interaction · flirting
Rob · meeting
AI suggested actions · 4
Do this next
01
Re-engage Investa
Cadence baseline exceeded. Suggested channel: warm-intro via existing network.
79
Pipeline · pursuits & panels
Open work
| Pursuit | Stage | Value | Owner | GH |
|---|---|---|---|---|
| Hyde Park N. tower | Identified | $22M | Justin | 65 |