your story is money

When your message matches your edge, raising capital gets a whole lot easier.

The StorySales™ Accelerator is an exclusive 6-week program for boutique fund managers who want to clarify their differentiators, craft compelling stories, and confidently raise capital.

STARTS SEPTEMBER 8
LIMITED TO 20 MANAGERS
INCLUDES 3-DAY CAPSTONE EVENT IN NEWPORT, RI

This accelerator isn’t for everyone. 

Who do we think will benefit the most? You’re probably a great fit if you see yourself in one (or more) of these profiles:  

  • ✔

    The Breakaway

    You’ve left the Bigs to build something of your own. You have pedigree and a vision, but struggle to tell your story.

  • ✔

    The Specialist

    You’ve raised $250 million + and have traction—but your brand and story haven’t caught up with your growth.  

  • ✔

    The Scale-Up

    You’ve crossed the magic billion-dollar mark, but sales have stalled. Your narrative needs a refresh for your next chapter.

Led by the team that’s helped raise billions by doing it differentlY

The StorySales Accelerator is powered by Stacy Havener and the entire Havener Capital team: a group of marketers, storytellers, and capital-raising pros.  

Over the past 15 years, we’ve helped boutique investment firms punch above their weight, win fans, and grow their AUM.  

  • Stacy Havener

    Stacy Havener

    SPECIALTY: STORY & RAISING CAPITAL

  • Erik Gudim, CFA

    Erik Gudim, CFA

    SPECIALTY: RESEARCH & RAISING CAPITAL

  • John Tennaro, CIMA®, CSRIC™

    John Tennaro, CIMA®, CSRIC™

    SPECIALTY: INVESTMENT STRATEGY

  • Anna Robinson

    Anna Robinson

    SPECIALTY: MARKETING STRATEGY

  • Dustin Sullivan

    Dustin Sullivan

    SPECIALTY: CLIENT RELATIONS

  • Mary Mack

    Mary Mack

    SPECIALTY: COMMUNICATIONS

  • Kaila McGreal

    Kaila McGreal

    SPECIALTY: EVENTS

  • Emily Boyle

    Emily Boyle

    SPECIALTY: STORIES & CONTENT

  • Steph Russell

    Steph Russell

    SPECIALTY: WEB & SOCIAL

  • Erika Hutchings

    Erika Hutchings

    SPECIALTY: BRAND & DESIGN

This isn’t theory. It’s proven frameworks we’ve used to raise $30B+. 

Our frameworks have:  

  • Helped boutique managers go from zero to fully subscribed 

  • Turned abstract strategies into clear, compelling narratives 

  • Built personal brands that attract warm inbound interest 

  • Created LinkedIn content strategies that led to allocator conversations 

  • Given underdog and challenger firms the story power to compete with the Bigs 

  • Transformed “just another fund” into a story investors remember 


You’ll walk away from this program with the same storytelling foundation and tools we use with our top-performing clients. 

You’re doing the work.

But something is off.  

You’ve got the pedigree. The process. The performance. But the capital still isn’t flowing like it should.  

We see this all the time with managers who are smart, serious, and doing the work. The problem usually isn’t the fund—it’s the fog around the message.  

Sound familiar?  

  • You’ve had interest from allocators but can’t seem to turn it into a commitment.  

  • You know your edge but can’t articulate it without sounding like everyone else. 

  • You’re stuck in follow-up purgatory after every meeting. 

  • You’re constantly refining your deck, but it’s still not converting.  

  • Allocators say they want something different… then ghost you.  

  • You’ve raised some capital, but scaling feels like starting from scratch.  

  • You don’t have time to figure this all out alone.  

Most boutique managers try to fix this by: 

Mistake #1: Copying best practices  

You look around the market and try to emulate what others are doing. The result? You sound just like them.  

→ We help you uncover what makes you different and show you how to lead with it.  

Mistake #2: Leading with numbers  

You put performance front and center. But numbers don’t build trust. Stories do.  

→ We help you craft a narrative that opens the door so your results can walk through.   

Mistake #3: Waiting for perfect   

You hold back because you’re not 100% sure what to say or how to say it.  

→ We give you the tools, feedback, and confidence to start now.  

What we’ll build together over 6 weeks  

Each week, you’ll unlock key pieces of your story, personal brand, and pitch—supported by expert coaching, real-time feedback, and actionable deliverables.  

Live group sessions will be held via Zoom every Wednesday at 11 am EST.

Here’s a peek at what we’ll tackle with you in the StorySales Accelerator: 

  • Clarify your target market so you stop chasing the wrong investors 

  • Sharpen your differentiators so your firm doesn’t blend into the noise 

  • Craft a founder backstory that connects and converts 

  • Build a brand story that shows allocators exactly why you matter 

  • Translate your investment strategy into messaging real people understand 

  • Learn a meeting framework that makes pitching feel like a conversation 

  • Optimize your LinkedIn profile to reflect your real edge 

  • Start showing up online with content that builds credibility 

  • Prep your 2-minute pitch and backstory video for the Capstone event 

Our team will guide you every step of the way. You just need to show up and do the work.  

Apply now

Apply now

Tools & templates to keep you raising beyond our time together 

In addition to the live weekly coaching and community, you’ll also receive our: 

  • Story Selling Framework Workbook

  • LinkedIn Copy Kit

  • Mini Brand Kit

  • Pitch coaching & feedback

  • Story examples and templates 

  • Access to Havener’s team during office hours

Where your story becomes a raise-ready asset 

The Capstone Event at Castle Hill Inn 

October 21 – 23, 2025 | Newport, RI 

Set against the backdrop of the Atlantic Ocean, this 3-day in-person experience brings everything you’ve built to life.  

You’ll leave with your story in hand, and the confidence to tell it anywhere.  

  • Think Shark Tank (but nicer…) Share your story with a panel of real allocators and get live feedback.  

  • With a professional video crew on-site, walk away with a powerful asset that brings your story to life.  

  • Our photographer and LinkedIn Lab team will help you level up your profile with expert support and done-for-you design assets. 

  • Get live pitch coaching, small-group practice rounds, and final feedback to ensure your story sticks when it counts. 

  • Swap stories, share strategies, and celebrate your transformation with a curated cohort of boutique fund managers who raise differently.  

CH image1.jfif
Photo Oct 16 2024, 12 46 32 PM (1).jpg
Raw Bar.jpg
Photo Oct 18 2023, 10 48 38 AM.jpg

Choose your experience  

We’re keeping this accelerator intimate and high-touch because storytelling isn’t one-size-fits-all. You’ve got two ways in, depending on your preferred level of support.

  • Core Accelerator: $12,500*

    17 SPOTS AVAILABLE

    Full 6-week virtual program 

    Castle Hill Capstone event access 

    Group coaching, tools, templates, story video 

    *Does not include cost of travel & accommodations for Capstone event

  • Founder Intensive: $18,500*

    ONLY 3 SPOTS AVAILABLE

    Includes everything in Core 

    2 private 1:1 sessions with Stacy Havener 

    VIP perks + early access + priority coaching  

    *Does not include cost of travel & accommodations for Capstone event

This isn’t another course.

It’s a guided transformation to take you from fund manager to founder with a message that moves.  

  • 17 Core Accelerator spots available 

  • Only 3 VIP Founder Intensive seats 

  • Starts September 8 

  • Application deadline: August 15 

You’ve got the strategy. We’ll help you craft the story that sells it.  

Got questions?

Let’s make sure this is the right fit for you.  

  • This isn’t about scripts. It’s about crafting your story, your way—and using it to build relationships that convert. 

  • The Core includes the full 6-week program and Castle Hill capstone. The Founder Intensive adds 2 private sessions with Stacy and VIP support. There are only 3 spots available for Founder Intensive 

  • Yes—especially if you’re looking to scale, reposition, or sharpen your story for a new audience or round of fundraising. 

  • Yes, it’s part of the program and where the magic happens—from video shoots to allocator presentations to networking with your cohort.  

  • Yes, this program is for start-ups who have launched a fund, specialists, and scale-ups. If you haven’t launched yet, but you want to start working on your story, you may be a great fit for The Boutique Investment Collective.

  • That’s OK! If you’re a fund manager, marketing leader, or sales leader, this might be right for you. Tell us more in your application.

  • There will be plenty to do on your own schedule over the 6+ weeks of the accelerator, but these are the dates/times you’ll need to be available to engage with your cohort & the Havener team:

    • Live coaching/learning sessions: Wednesdays at 11 am EST (Sept. 10, 17, 24, Oct. 1, 8, 15)

    • Capstone event in Newport, Rhode Island: Oct. 21 – 23