Welcome back, Nathan
Meridian Capital Advisors — Capital Advisory
2026-02-28
Schedule Consultation
Active Prospects
6
+2 this quarter
Consultations This Month
4
Next: Mar 3
Cash-Ready Investors
3
+1 since January
YTD Billings
$18,500
+12% vs last year
Prospect Pipeline
View all prospects →| Investor | Capital Target | Sources Identified | Readiness | Last Contact | Next Step | Actions |
|---|---|---|---|---|---|---|
| Jane Smith | $105,000 | 3 | Qualified | Feb 24 | Review HELOC terms | View |
| Robert Johnson | $80,000 | 2 | Assessing | Feb 20 | Schedule follow-up | View |
| Lisa Park | $150,000 | 4 | Qualified | Feb 18 | Confirm cash position | View |
| James Wright | $60,000 | 1 | Not Yet Qualified | Feb 15 | Gather docs | View |
| Michael Torres | $200,000 | 3 | Conditionally Qualified | Feb 22 | Verify SBLOC | View |
| Maria Garcia | $125,000 | 2 | Assessing | Feb 10 | Initial assessment | View |
Upcoming Consultations
3
Mar
Jane Smith — HELOC Review
HELOC terms review · 10:00 AM
5
Mar
Robert Johnson — Initial Assessment
First assessment · 2:00 PM
8
Mar
Lisa Park — Portfolio Review
Portfolio review · 11:00 AM
12
Mar
Michael Torres — SBLOC Verification
SBLOC verification · 3:00 PM
Capital Source Breakdown
Across all prospects
Cash Savings
35%
HELOC
28%
Retirement (401k/IRA)
20%
SBLOC
12%
Other
5%