Our Services

How we can help
  • Impossible is

    Just a Dare

    “If you build it, they will come” sounds great in
    dreams, but in reality, it is not that easy.
    It can feel overwhelming or even impossible.
    To that we say, “Bring it.”

  • Havener takes a holistic approach to sales and marketing. There is no silver bullet for success. It isn’t just one game, it’s the whole season, and there are multiple components involved in building a winning strategy. This doesn’t scare us, and it shouldn’t scare you. We understand each of the components and will build a customized strategic plan based on your unique situation and goals.

    By utilizing a time-tested strategy that combines cutting-edge technology and inbound marketing with traditional sales and marketing activities, we expand the distribution effort, compress the sales cycle and increase efficiency.

Our Services

Securities offered through Compass Securities Corporation

  • Strategy & Consulting

    Think differently, solve problems, and optimize distribution with a team of experts by your side. Together, we’ll review your investment process, product structure and existing resources in order to help you crystallize your goals. We’ll outline how to achieve those goals in a customized Playbook which we will continually update as we work together. It’s important to understand where you are coming from in order to get you where you want to go.

  • Outbound Sales

    At Havener, outbound sales has long surpassed the days of dialing for dollars. Our sales work begins by gaining an insider’s perspective into the search activity and research process of potential investors. Qualifying prospects, uncovering money in motion and focusing on investors who match the target profiles of our clients enables us to compress the sales cycle. In facilitating the due diligence process, we close deals by leveraging deep dive investment work and behavioral analysis. We are your deal whisperers.

  • Inbound Marketing

    Attract. Convert. Close. Delight. This methodology begins by getting found. Havener will help you define your target investor personas and execute a strategy to engage them. We’ll make your content work for you by executing email marketing campaigns and traditional marketing activities to support your overall distribution effort and drive prospects to you. Creating landing pages and calls-to-action, monitoring the analytics, and using intelligent data, we’ll maximize lead generation efforts. Your days of cold calling are over.

  • Investment Analytics

    Investors have a lot of choices, why should they choose you? While we harness the power of the qualitative components of an investor’s due diligence, at Havener we also understand that quantitative aspects play an equally important role. We’ll help you understand the competitive landscape and peer groups, analyze your strategy’s risk/reward profile and identify your role in an investor’s portfolio. We can translate how you fit – we’re fluent in statistics.

  • Content Development

    In marketing campaigns, sales messages, quarterly commentaries, marketing collateral and websites, your content needs to tell your story, solve problems for your prospects, and highlight your brain power. We are here to support you in your efforts. Where needed, we’re also able to create content for you. At Havener, we believe that a graph can speak 1,000 words and that a few well-chosen words can articulate an entire story… and it’s all about that story. Your story.

  • Collateral & Creative

    Don’t be boring – that’s our mantra. Always be you – that’s another one. At Havener, we’ll blend the experience of sales, marketing and investment professionals with the talent of designers to help you deliver your messages in a unique way that sets you apart from the crowd. We support our clients with all of their design needs, including the creation of fact sheets, presentations, call-to-action campaigns, email templates and more. We can also assist you with initial website design or the redesign of your existing site.  Brain power can (and should) be beautiful.

Engage Us

You love what we do and you’d like to know how we can work together. Every client engagement
is customized depending on the type of third party marketing services you need given the evolution of your firm.

Ready for the next Step?

There’s no elevator to success...You have to take the stairs.

We can help with the climb

Havener Capital