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Stacy Havener
Home
Learn
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Raising Capital
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Podcast
About
About Me
My Faves
My Bookshelf
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Work with me
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  • Raising Capital,
| 12/10/23

Launching your first fund? Try this approach

Just because you *can* run $1B in your first fund doesn't mean you should. If you want to go big, consider starting small—being realistic and playing the long game sets you up to crush expectations and achieve better results.

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“Stories are working great in investor meetings
Except we’re struggling with one thing...” 😖

An awesome founder / fund manager shared that with me 

Their struggle?

𝗧𝗵𝗲𝗶𝗿 𝘀𝘁𝗼𝗿𝗶𝗲𝘀 𝘄𝗲𝗿𝗲 𝘁𝗼𝗼 𝗹𝗼𝗻𝗴

It’s a
Want better meetings with investors? 💲
Don’t perfect your pitch. Flip your script. Here’s how.

Pitch this, pitch that, pitch slap 😖
Help investors go from ‘ow’ to ‘wow’

𝟯 𝗣𝗼𝘄𝗲𝗿𝗳𝘂𝗹 𝗪𝗮𝘆𝘀 𝘁𝗼 𝗙𝗹𝗶?
Simple tweak to engage more prospects
1 thing boutiques can do for big impact 🌟

Your biz needs a face, a heart, and a soul 💗

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

𝟯 𝗿𝗲𝗮𝘀𝗼𝗻𝘀 𝗳𝗼𝘂𝗻𝗱𝗲𝗿𝘀 / 𝗳𝘂𝗻𝗱 𝗺𝗮𝗻𝗮𝗴𝗲𝗿𝘀 𝗵𝗮𝘁𝗲 𝗼𝗻 𝗻𝗶𝗰𝗵𝗲𝘀 
(let’s flip this) 🤑

1️⃣ 𝗔𝗹𝗹 ?
The Number 1 Mistake Investment Boutiques Make? 
You can’t out-Blackrock Blackrock 😘
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

Yeah, I come here pretty often…

But you may have also seen + heard me in these publications + podcasts:

Plus I frequently hit up these quaint little hotspots:

I’ll leave the light on if you want to stay awhile.

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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

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