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Stacy Havener
Home
Learn
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Podcast
About
About Me
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Work with me
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  • Raising Capital,
  • Sales Tips,
| 5/31/24

How Can Boutique Fund Managers Measure Progress?

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“Stories are working great in investor meetings Except we’re struggling with one thing...” ๐Ÿ˜– An awesome founder / fund manager shared that with me Their struggle? ๐—ง๐—ต๐—ฒ๐—ถ๐—ฟ ๐˜€๐˜๐—ผ๐—ฟ๐—ถ๐—ฒ๐˜€ ๐˜„๐—ฒ๐—ฟ๐—ฒ ๐˜๐—ผ๐—ผ ๐—น๐—ผ๐—ป๐—ด It’s a
Want better meetings with investors? ๐Ÿ’ฒ Don’t perfect your pitch. Flip your script. Here’s how. Pitch this, pitch that, pitch slap ๐Ÿ˜– Help investors go from ‘ow’ to ‘wow’ ๐Ÿฏ ๐—ฃ๐—ผ๐˜„๐—ฒ๐—ฟ๐—ณ๐˜‚๐—น ๐—ช๐—ฎ๐˜†๐˜€ ๐˜๐—ผ ๐—™๐—น๐—ถ?
Simple tweak to engage more prospects 1 thing boutiques can do for big impact ๐ŸŒŸ Your biz needs a face, a heart, and a soul ๐Ÿ’— This theme was a thread in a keynote speech I gave a few weeks ago I saw it visibly hit home with the audience Why? Bec
Investors aren’t looking for the same old same old Want more clients? Here’s how to stop hating on niches ๐Ÿฏ ๐—ฟ๐—ฒ๐—ฎ๐˜€๐—ผ๐—ป๐˜€ ๐—ณ๐—ผ๐˜‚๐—ป๐—ฑ๐—ฒ๐—ฟ๐˜€ / ๐—ณ๐˜‚๐—ป๐—ฑ ๐—บ๐—ฎ๐—ป๐—ฎ๐—ด๐—ฒ๐—ฟ๐˜€ ๐—ต๐—ฎ๐˜๐—ฒ ๐—ผ๐—ป ๐—ป๐—ถ๐—ฐ๐—ต๐—ฒ๐˜€ (let’s flip this) ๐Ÿค‘ 1๏ธโƒฃ ๐—”๐—น๐—น ?
The Number 1 Mistake Investment Boutiques Make? You can’t out-Blackrock Blackrock ๐Ÿ˜˜ But you can David the Goliaths The number 1 mistake boutiques make is fundamental You are using a sales and marketing playbook that wasn’t built for yo

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Havener Capital Partners is an Institutional Division of Compass Securities. Securities offered through Compass Securities Corporation, Member FINRA/SIPC; 50 Braintree Hill Office Park, Suite 105, Braintree, MA, 02184; T: 781-535-6083๏ปฟ

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