Daniel Kowalski
Investment Manager · Vertex Capital
DK
Daniel Kowalski
Investment Manager
Closed WonLead Score90/100
d.kowalski@vertexcap.fund
+1 (312) 555-0144
Chicago, IL
Finance
Company Information
CompanyVertex Capital
IndustryFinance
PositionInvestment Manager
Lead SourceReferral
Deal ValueAED 95K
Assigned ToSarah Chen
Notes
Closed annual contract. Onboarding scheduled.
AI Insight
High-intent prospect. Recommend moving to the next pipeline stage promptly.
Activity Timeline
Call2026-09-09 10:30
Discovery call — 25 min, strong interest.
by Sarah Chen
Email2026-09-09 09:15
Sent revised proposal with commission module.
by Marcus Reid
WhatsApp2026-09-08 16:45
Shared campaign analytics deck.
by Diego Santos
Meeting2026-09-09 14:00
Final negotiation meeting — contract terms agreed.
by Lena Fischer
Task2026-09-08 11:20
Prepared competitor comparison sheet.
by Priya Nair
Tasks
Send pilot agreement to Brightline
Today 5:00 PM
Follow up on proposal sign-off
Today 3:00 PM
Schedule competitor deep-dive demo
Tomorrow 11:00 AM
Follow-Ups
Jordan Avery
Call · Today 4:00 PM
Emily Watson
Email · Today 5:30 PM
Sofia Marin
WhatsApp · Overdue 1d
Opportunities
Vertex Capital — Closed Won
Open opportunity · Sarah Chen
AED 95K
90% likely