how WE HELP INVESTMENT BOUTIQUES
Together, we'll beat the odds.
You're an investment boutique with unique expertise. Your business is growing but you don’t have a system for sales and marketing. You want the right investors, not just any investors. You know the odds favor the Bigs, with their one-size-fits-all strategies and squads of salespeople flinging fact sheets around.
You can't out-spend them. You can out-story them.
We built The Billion Dollar Blueprint™ for boutiques that are ready to grow against the odds. It starts with story, because investors don't remember fact sheets. They remember people. Every engagement follows the same two steps: first we craft your StoryStack™. Then we create a content flywheel to help you grow your business.
Our Blueprint has raised $8.5B that led to $30B in follow-on AUM.
Step 1: 4 week project, $12K
StorySales Program
StorySales™ is a 4-week, 1:1 intensive with Stacy Havener and her team. You’ll sharpen your differentiators, refine your messaging, and transform your story into your most powerful sales tool.
why clients love it
Our Story Selling Framework helps you identify ideal allocators and run better meetings that Ditch the Pitch™.
We’ll sharpen your differentiators (and test them against truisms) so you stand out from the crowd.
Compelling finalized stories help your investment and commercial teams deliver a united narrative to catalyze your funnel from top to bottom.
What’s included
1:1 Story Session with Stacy Havener
Polished Story Selling Framework presentation including:
Ideal target market analysis
Three unique differentiators (3D)
StoryStack™ - 5 stories including brand story, backstory, edge story, impact story, and portfolio story
Ditch the Pitch™ training
STEP 2: Annual Retainer, STARTING AT $12K/mo
Embedded Program
In this program, we use our Blueprint to create a content flywheel that keeps current clients engaged, mobilizes your existing funnel, and uncovers new prospects. We also train your sales team on how to use that content to grow your business.
why clients love it
You get a team of investment-focused sales and marketing experts that do the work for you so you can focus on what you do best.
The content flywheel works for you 24/7.
Skip recruiting, training, managing, and paying for multiple salaries.
Embedded program begins after StorySales is complete.
What’s included
1:1 sales & marketing consulting
Audit of your materials and website
LinkedIn profile rebrand
Quarterly campaigns
Quarterly blogs
Monthly newsletter
Weekly LinkedIn posts
