Together, we'll beat the odds.
how WE HELP INVESTMENT BOUTIQUES
You've launched an investment boutique; you’re ready to grow. You want to ensure you are finding the right investors (not just any investor). How do you beat the odds that are stacked against you? Prove success isn’t just for the bigs, in their golden towers, with squads of sales people flinging fact sheets around?
Using our decades of experience helping firms with sales and marketing, we designed The Billion Dollar Blueprint™ specifically for boutiques to raise capital against the odds. We use the Blueprint to power each of our services: raising capital for you, powering your marketing with you, or teaching you how to raise capital on your own.
We raise capital for you.
partners program
You’re busy doing what rockstar boutiques do - investing - and need to grow your assets under management. This is where we come in. Not only are we experts in sales and marketing, we know the industry, we know investments, and we know investors. This puts us in a unique position to help you.
sALES SERVICES INCLUDE:
Craft a strategic narrative and powerful stories to highlight what makes you a unique specialist boutique
Go-to-Market Strategy including a beta test with investors and competitive landscape analysis
Access to our network of Early Adopter Investors
Investor meetings, roadshows, and events (in-person and virtual)
Proprietary sales process including manager research calls, investment analytics, and behavioral intelligence
Scorecards to provide transparency on the sales funnel
marketing SERVICES INCLUDE:
Development of powerful marketing collateral, including fact sheets, presentations, commentaries, and a brand guide
Execution of personalized, content-based marketing strategy, including writing thought-leadership pieces
Management of social media platforms with a focus on LinkedIn
Creation of landing pages and email campaigns to generate leads and engage prospects
Keyword development and search engine optimization
Scorecards to provide insight on Key Performance Indicators
We guarantee you'll grow
We power your marketing.
Strategies program
You need a strategic partner to power your marketing. We bring a wealth of talent to tell your story and generate content-based campaigns to enable your sales team to get in front of the right investors.
sALES enablement includes:
Craft a strategic narrative and powerful stories to highlight what makes you a unique specialist boutique
Go-to-Market Strategy including a beta test with investors and competitive landscape analysis
Lead scoring to identify your best leads (so you don’t have to)
Automated email sequences to generate leads and nurture your subscribers
Promotion of investor meetings, webinars, and events
marketing SERVICES INCLUDE:
Development of powerful marketing collateral, including fact sheets, presentations, commentaries, and a brand guide
Execution of personalized, content-based marketing strategy, including writing thought-leadership pieces
Management of social media platforms with a focus on LinkedIn
Creation of landing pages and email campaigns to generate leads and engage prospects
Keyword development and search engine optimization
Scorecards to provide analysis on Key Performance Indicators
after we held a story session with jeremy g. (investment boutique client),
he shared with us…
“I really enjoyed our conversation. It’s almost like I was hearing parts of my own story for the first time…
I knew there was a reason that I wanted to work with you all and every conversation I have just reinforces it more. Grateful to have you all with us on the journey.”
We teach you our
Billion Dollar Blueprint™
exclusive community
Ready to amplify your fund-raising journey? Join our exclusive community—The Boutique Investment Collective—to get expert coaching on our time-tested framework that has raised billions for investment boutiques.
The Collective Membership includes:
THE BILLION DOLLAR BLUEPRINT™ MODULES ON-DEMAND
Learn our sales and marketing system that has helped boutiques add $30B in asset growth. On-demand videos so you can tune-in on your schedule!
LIVE GROUP COACHING WITH our founder, STACY HAVENER
Monthly group call with Stacy to discuss your progress and challenges while receiving expert coaching on building your boutique and raising capital.
BOUTIQUE BUILDERS
Actionable workbooks and guides each month to help you implement our Blueprint and trainings. Growth is more than learning, it’s doing!
GUEST EXPERTS AND MONTHLY MASTERCLASS TRAINING
Tap into our network of industry leaders for practical tips and insights as you build, launch, and grow your investment boutique.
LIVE FOCUS WORKSHOPS
Havener’s expert coaches hold monthly office hours for you to get live help with branding, story, content creation, collateral, sales strategy and more!
VENDORS, RESOURCES & DISCOUNTS
Get access to industry partners and specialists at discounted prices. Grow and scale your business with a “who not how” mindset!
