Client room · Financial · since 2019
Halcyon Ventures
Relationship partner: Elena Marsh
Known value
Illustrative margin
$170K
What this means
- Means:
- Margin already earned from this client.
- Matters:
- It is the relationship's track record.
- Consider:
- Kept separate from expected value.
Expected value
Stage 1
$8K
What this means
- Means:
- Modeled future margin if the relationship continues as it is.
- Matters:
- It is what this relationship is worth from today.
- Consider:
- Raise it by improving retention or adding a practice.
Retention
Stage 1
50%
What this means
- Means:
- Likelihood the client sends work next year.
- Matters:
- Small changes here move expected value a lot.
- Consider:
- Schedule a partner call this week.
Realization
94%
What this means
- Means:
- Collected as a share of billed.
- Matters:
- Pays in 91 days on average.
- Consider:
- Healthy — no action.
Fees by year
2021
2022
2023
2024
2025
2026
Last 12 months $29K, down 78% on the year before. Practices used: Corporate, Real Estate, IP.
Segment: Dormant
No new work for over 6 months.
Consider: Reactivate or release: alumni outreach, a no-cost check-in.
Practices not yet used: Litigation, Employment, Tax
People at Halcyon Ventures
Casey Nguyen
General Counsel
103d since contactTaylor Garcia
Chief Executive Officer
C-suite49d since contactJordan Ito
Chief Financial Officer
C-suite69d since contact
Next steps
Set an expiry on 2 open-ended discounts
Add reason and expiry to the discount register
Why this is different. One room per relationship: value, risk, people and what to do next — readable by a partner without any analytics training.