We help investment boutiques grow.
You're busy doing what rockstar investment boutiques do best... investing.
Let us help power your sales and marketing.
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Team Training
We offer coaching and workshops for investment teams and commercial teams, including Ditch the Pitch and LinkedIn.
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One-to-one consulting
Elevate your narrative and messaging with 1:1 access to our talented team. In our 4-week StorySales™ program, we’ll strengthen your pitch and turn your story into your most powerful sales tool.
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Implemented For You
In our "done for you" program, we help you create a content flywheel that catalyzes your funnel and works for you 24/7.
Our story
Founded by Stacy Havener in 2010
After college, our founder, Stacy Havener, took a job with her high school soccer coach - a $1B small cap equity manager - to help him launch a new fund. Her goal wasn’t to build a career on Wall Street; it was to earn enough money to pay for grad school to become a professor. Stacy was a writer, a poet, a story teller, not a fancy financier. She was a blue-collar kid from a working class town who got the “wrong” degree from the “wrong” school. She didn’t belong on Wall Street.
It turns out in an industry full of men who love numbers, there was a place for a girl who loved words… read more.
Tired of the bigs being the headliners?
Us too.
The asset management industry favors the “bigs.” Not because they're better, but because they're bigger. The odds may be stacked against the boutiques, but that’s not going to stop us. We’re committed to leveling the playing field, with a goal of helping 2,030 boutiques use a new playbook by the year 2030.
You want in? Put on your leather jacket, let’s do this.
The Best In the Industry with Street Smarts to Boot
YOUR ROADIES
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![Stacy Havener]()
Stacy Havener, Founder & CEO
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![Erik Gudim]()
Erik Gudim, CFA, Director of Research
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![Anna Robinson]()
Anna Robinson, CMO
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![Kaila McGreal]()
Kaila McGreal, Director of Operations
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![Emily Boyle]()
Emily Boyle, Director of Content
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![Deidre Jacobson]()
Deidre Jacobson, Marketing Strategist
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![Steph Russell]()
Steph Russell, Marketing Manager
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![Mary Mack]()
Mary Mack, Brand Manager
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![Haley Flynn]()
Haley Flynn, Executive Assistant
CHECK OUT WHAT’S NEW IN THE SHOP
Templates for Investment Boutiques
Freebies for Investment Boutiques
sales & marketing resources
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![LinkedIn Playbook for Fund Managers]()
LinkedIn On-Demand Webinar
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![Content Marketing Cheat Sheet]()
Content Marketing Cheat Sheet
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![Pitch-Readiness Scorecard]()
Pitch-Readiness Scorecard
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![Modern Marketing Video]()
Modern Marketing Video
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![LinkedIn Checklist]()
LinkedIn Checklist
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![Brand Story Workbook]()
Brand Story Workbook
The first thing someone does after meeting you: they Google you. One of the first results: your LinkedIn profile. With over 1 billion members and 2 billion+ interactions per month, LinkedIn isn’t just a résumé site—it’s your personal brand billboard. When someone lands on your profile, are you building trust? And when you create a post, are the right investors seeing it?
The Scroll Stopper LinkedIn Kit is designed to help busy founders and fund managers (who can’t spend all day designing!) boost their visibility and credibility.
It includes 24 fully customizable templates that look incredible (and get clicks) so you can skip the design hours and spend more time growing your biz.
✔ 9 high-performing LinkedIn personal page banner designs
✔ 9 premium call to action graphics for your LinkedIn featured section to generate leads or revenue
✔ 3 professional quote designs to add credibility and visibility to your LinkedIn posts
✔ 3 7-page LinkedIn carousel / document templates to share your commentary or other content in a digestible format
File format: Canva (free to sign up if you don’t have an account)
Also included is a video that covers how to use each of the files.
File format: .mp4 (watch in any web browser)
Whether you're new to posting or ready to level up your presence, this toolkit will help you compete with bigger firms by showing up professionally and turning ideal prospects into investors.