Episode 106: Want That Investor Lunch? Here’s What to Do First | Story Snack Series

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Headed to a new city and thinking, “Should I try to book lunch with that allocator?” Not so fast.

If your first email is a wall of text with your bio, your strategy, and your lunch plans all crammed in… it’s probably going straight to the trash.

The good news is that there’s a better way to warm up new prospects, and in this episode, Stacy is breaking down exactly how she extends invitations to brand new contacts without coming across as pushy. 

She’s covering: 

  • Why your outreach isn’t landing and how to fix it

  • Stacy’s “give, give, give, ask” framework for landing meetings (even with complete strangers)

  • Smart, simple ways to show up before sending your invitation (so it doesn’t feel like a pitch slap) 

This is Story Snacks, a bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in under 20 minutes a week.


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TRANSCRIPT

Below is an AI-generated transcript and therefore it may contain errors.

Resources

Stacy Havener

Stacy Havener is a blue collar girl from a working class town who leveraged her literature degree and love of words to revolutionize an industry dominated by men obsessed with numbers. At the age of 30, she founded Havener Capital to connect boutique asset managers with early adopter investors. She has raised $8B+ for new/ undiscovered funds that led to $30B+ in follow-on AUM. How? By telling stories.

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Episode 105: Liz Fritz, Co-Founder of F2 Strategy, a Boutique Tech Consultancy on Leading with Authenticity in the Wealth Space While Building a Thriving Family