Monthly Report

Monthly activity report sample

CompanyAlforis Finance SAS

Dateoctobre 2026

Version1.0

Monthly Summary

PeriodSeptembre 2026

StatusTargets achieved

Monthly KPIs

Meetings

24

Target: 20

Pipeline

12.5M

Target: 10M

Conversion

18%

Target: 15%

New contacts

45

Target: 40

Month highlight

Signing of a new partnership with a leading Family Office in Brussels, opening significant opportunities in the Belgian market.

Actions completed

Date	Type	Client/Prospect	Result
05/09	Presentation	Family Office Paris	Due diligence ongoing
08/09	Meeting	Insurer Lyon	Interested - follow-up planned
12/09	Conference	Patrimonia Lyon	15 new contacts
18/09	Closing	Private Bank Geneva	Mandate signed - EUR 5M
25/09	Webinar	Multi-Manager Nantes	8 qualified participants

Country focus

France

Meetings14

PipelineEUR 8.2M

New contacts28

Luxembourg

Meetings4

PipelineEUR 1.5M

New contacts5

Belgium

Meetings6

PipelineEUR 2.8M

New contacts12

Pipeline details

Prospect	Country	Stage	Potential	Next action
Family Office A	France	Due diligence	EUR 3M	Send documentation
Multi-Manager Network B	France	Negotiation	EUR 2.5M	Final meeting
Gestora C	Belgium	Presentation	EUR 1.8M	Product demo
Consultor D	Luxembourg	Qualification	EUR 1.2M	Discovery call

Next steps

M+1 priorities (Novembre 2026)

1Finalize Family Office A due diligence
2Organize Belgium roadshow (3 cities)
3Prepare investor meetings in Luxembourg

Upcoming events

Brussels Asset Management Summit
20 Novembre 2026
Paris Fund Forum
10 Décembre 2026

Prepared by

Michel Marques

Sales Director

10 octobre 2026

Alforis Finance

Third Party Marketing | France - Belgique - Luxembourg

[email protected]

www.alforis.fr

This document is the property of Alforis Finance SAS. Any reproduction or distribution, even partial, is prohibited without prior authorization. The information contained in this document is provided for informational purposes only and does not constitute investment advice.