Prospects Scored Above 70
48
+12 this week
New Intent Signals (7D)
127
+23% vs last week
Meeting Conversion Rate
23.4%
+2.1pp this month
Pipeline Value
₹ 8.7 Cr
+₹ 1.4 Cr this week
Scored lead queue
Ranked by Sentinel lead score, intent recency, and estimated investable surplus
View full pipeline
Prospect
Primary signal
Est. surplus
Last activity
Score
AK
Anirudh Krishnan
Exited startup founder · Bengaluru
Liquidity event
₹ 4.2 Cr
2h ago
94
Qualify
PM
Pooja & Manish Malhotra
Dual-income household · Mumbai
Job change
₹ 1.8 Cr/yr
5h ago
88
Qualify
SR
Sudhir Reddy
Retired PSU executive · Hyderabad
NFO interest
₹ 72 L
Yesterday
85
Qualify
DV
Divya Venkatesh
CFO, mid-cap manufacturer · Chennai
Referral
₹ 2.5 Cr
Yesterday
76
Qualify
RJ
Rajiv Jain
Doctor, private practice · Delhi
Portfolio drift
₹ 96 L
2 days ago
71
Qualify
Intent signal breakdown
What is driving discovery volume this week
Last 7 days
LE
Liquidity events
ESOP exercises, real estate sales, and business exits detected across your territory.
34 signals · ₹ 31.4 Cr estimated surplus
JC
Job changes
Professionals moving into higher CTC roles or joining well-funded companies.
28 signals · avg CTC jump +42%
NF
NFO / new fund interest
Investors researching new fund offers and category-defining launches.
41 signals · 3 funds trending
RF
Warm referrals
Existing clients introduced prospects with matched risk and life-stage profiles.
24 signals · 67% meeting conversion
Sentinel Copilot
Anirudh Krishnan just filed a startup exit disclosure. His estimated investable surplus is ₹ 4.2 Cr and he has no current debt allocation. I recommend the Conservative Accumulator model portfolio with a 25% AIF allocation.
Market opportunity map
Indus Growth Fund III closing 25 Aug₹ 6 Cr
Gilt fund rally - rate-sensitive clients₹ 3.2 Cr
Mid-cap SIP top-up campaign₹ 2.8 Cr
KYC renewal cross-sell window17 clients
NPS corporate bulk registration9 leads
Week 1Week 7
Next best actions
1
Prioritize liquidity-event leads
34 prospects have fresh capital. Schedule goal-setting calls within 48 hours.
2
Activate dormant referrals
12 warm referrals have not been contacted in 14 days. Average score is 81.
3
Launch NFO micro-campaign
41 investors showed interest. Use the proposal builder to create 3 variant decks.