Together, we'll beat the odds.
how WE HELP INVESTMENT BOUTIQUES
You've launched an investment boutique; you’re ready to grow. You want to find the right investors (not just any investor). How do you beat the odds that are stacked against you? Prove success isn’t just for the bigs, in their golden towers, with squads of sales people flinging fact sheets around?
Using our decades of experience helping firms with sales and marketing, we designed The Billion Dollar Blueprint™ specifically for boutiques to grow against the odds. We use the Blueprint to power each of our programs: group coaching, one-to-one consulting, and sales and marketing execution.
Group Coaching
virtual program
Ready to amplify your fund-raising journey? Through our “learning and doing” model in The Boutique Investment Collective, we coach boutique founders and their teams to grow your brand and your business through trainings, workshops, and resources that deliver immediate impact.
This program is a good fit for firms that want a story-led sales and marketing system.
What’s included
On a monthly basis, clients get:
Live coaching with Stacy Havener
Workbooks, guides, action plans
Workshop with Havener coaches
Masterclass with guest experts
Discounts on vendors and partners
On-demand access to all modules
why clients love it
Clients want a new playbook to grow their investment boutique. In our Virtual program, The Boutique Investment Collective, we teach you our proven frameworks.
Weekly trainings, resources, and support will elevate your sales and marketing to generate results you’ll be proud of.
Clients in Virtual typically see results in the first 3 months.
One-To-One Consulting
guided program
In this program, you get everything in the Virtual Program PLUS we collab with you 1:1 as you implement our frameworks to connect and convert ideal target investors.
This program is a good fit for firms that want personalized advisory support.
why clients love it
Clients who want help customizing and executing the Blueprint love the 1:1 consulting we offer.
You’ll get direct access to our team as you implement a sales and marketing system designed for you.
Need higher quality leads? Want more, better meetings? Ready to lean in on LinkedIn? We can help.
What’s included
The Virtual program (above) plus one-to-one advisory support:
1:1 Story Selling Framework
1:1 Founder-led LinkedIn rebrand
Determine focus frameworks
Develop quarterly campaigns / KPIs
Collab monthly: 1 sales / 1 marketing call
Practice your pitch with us 2x/year
Implemented For You
embedded program
In this program, you get the group coaching of the Virtual Program PLUS the 1:1 advisory support in the Guided Program PLUS we execute playbooks, frameworks, and strategies to help you generate more leads, get more meetings, and close more deals.
This program is a good fit for firms that need 1:1 coaching and pointed execution.
why clients love it
Clients who want our team to execute the Blueprint for them love our “done for you” Embedded program.
You’ll get a team of experts in investments, sales, marketing, content, and design who will develop campaigns and do the work for you.
We’ll use your authenticity and authority to build an audience, align with investors, and grow your assets.
What’s included
The Virtual Program plus Guided Program plus:
Boutique Pitch Kit audit
Investible content (2 lead magnets, 4 blogs, monthly email newsletter)
Founder-led LinkedIn (12 posts /mo)
Quarterly campaign accountabilities
Quarterly funnel review / deal snipes
