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76. How to Find the Right Investors When You Have a Brand New Fund | Story Snacks Series

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Manage episode 448745561 series 3444076
Content provided by Stacy Havener. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stacy Havener or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Not sure how to find investors that are willing to bet on your brand new fund?

Stacy’s got you covered. Listen in as she breaks down:

  • How the Rogers Adoption Curve applies to finding the right investors
  • The difference between early adopters (like RIAs & family offices) and late-stage allocators
  • Why targeting late-stage firms leads to dead ends
  • Why smaller investment committees with fewer decision-makers = less red tape
  • A smarter way to screen prospects, so you only spend time pitching investors who are willing to bet on a new fund

This is Story Snacks! A bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in less than 20 minutes per week!


- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership

  continue reading

87 episoade

Artwork
iconDistribuie
 
Manage episode 448745561 series 3444076
Content provided by Stacy Havener. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stacy Havener or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Not sure how to find investors that are willing to bet on your brand new fund?

Stacy’s got you covered. Listen in as she breaks down:

  • How the Rogers Adoption Curve applies to finding the right investors
  • The difference between early adopters (like RIAs & family offices) and late-stage allocators
  • Why targeting late-stage firms leads to dead ends
  • Why smaller investment committees with fewer decision-makers = less red tape
  • A smarter way to screen prospects, so you only spend time pitching investors who are willing to bet on a new fund

This is Story Snacks! A bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in less than 20 minutes per week!


- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership

  continue reading

87 episoade

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