Jump in.
Let's go shopping.

DIGITAL GOODS + ROCKSTAR MERCH

Featured
Investor Meeting Playbook + Template
Templates
Investor Meeting Playbook + Template
Templates
$149.00

Come to your meetings with prospective investors more prepared than ever.

The Investor Meeting Playbook includes tips and tricks gathered from our years of experience helping portfolio managers and investment boutique founders close deals with investors.

✔ Understand the audience you’re pitching to
✔ Get actionable steps to plan a better pitch
✔ Learn the top questions you should be prepared to answer
✔ Lead a meeting that builds trust and confidence
✔ Uncover tips specific to investor meetings

File format: .pdf (open with any browser)

The Meeting Prep Template includes everything you need to make note of before you come to the table.

✔ Document your meeting objectives
✔ Note key details such as firm AUM
✔ Prepare important information about your attendees
✔ Break down key topics
✔ Each section includes industry-specific advice
✔ Fully editable

File format: .docx (open with Microsoft Word, Google Docs, or other word processor)

Templates

Get your merch on

Future Rockstar Kids Tee

Merch

Future Rockstar Onesie

Merch

Future Rockstar Hoodie

Merch

The Billion Dollar Blueprint

Learn our playbook in just 8 sessions

Training

Ready to amplify your fund-raising journey? In our online training course, our founder, Stacy Havener, teaches you our time-tested framework that has helped raise billions for investment boutiques.

The Billion Dollar Blueprint™ course includes recorded live sessions of these topics:

Craft Your Story: Back Story & Brand Story
Craft Your Story: Origin Story & Impact Story
Build Your Base: Adoption Curve & Early Adopters
Build Your Base: Target Market and Beta Test
Create Your Content: Authentic Content Model
Create Your Content: Boutique Pitch Kit
Find Your Fans: Launch! Web, Social, Roadshow
Grow Your Biz: Sales Execution

Also included: The Billion Dollar Blueprint™ slide deck used in these sessions

Here’s what a few trainees had to say:

  • “Your presentation was wonderful! Insightful and beautifully communicated!! As a first timer to your series, I felt like I was in your home and you were speaking with a friend. Very nice approach!”

  • “Being a visual person, I liked that you had slides to reference & the homework recap in a follow-up email. I appreciated the casual conversation because it made the process less intimidating and more relatable. Thank you for the opportunity to learn and grow!”

  • “I can say hands down that last Thursday's webinar rocked! Too often we build barriers with all the reasons why we can't achieve something & Stacy's actionable approach combined with can-do attitude left me revving for part two.”

  • “I was always embarrassed by my backstory. But it’s my superpower. I’m proud of that… it’s my WHY. I learned that this morning for the first time. You made a difference today, Stacy… thank you.”

Hear about new arrivals.

more merch & templates coming