storysales™ 1:1 program
What is your pitch costing your firm?
You worked too hard to get the meeting to lose the opportunity once you’re finally in the room.
Sure, you can keep filling your pipeline. But if your pitch isn’t converting, booking more meetings probably isn’t the best strategy to reach your next billion.
StorySales is a four-week, 1:1 intensive for established investment firms. Working with Stacy Havener and her team, you’ll sharpen your differentiators, strengthen your pitch, and transform your story into your most powerful sales tool.
sound painfully familiar?
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“We lost out to a firm whose performance isn’t as good as ours. No one will tell us why.”
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“The first meeting went great… then they went quiet. That’s the third time this quarter.”
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“Our founders retire soon. If the story leaves with them, our clients might go too.”
even great firms have blind spots:
Your team has decades of experience, but your pitch sounds a heck of a lot like everyone else’s. Allocators leave the room and can’t remember which manager was you.
Your sharp edges are actually really dull. A peer with half your talent tells a better story and wins the allocation.
Your story was written for the firm you were 20 years ago. Allocators are buying the firm you are today, and they can’t see it.
Your PM and your head of sales tell two different stories. Allocators notice, but your team doesn’t.
You spend the entire meeting explaining your process. The allocator walks out knowing how you invest and nothing about why they should trust you with their money.
Imagine walking into your next allocator meeting with a story that’s as compelling as the firm you’ve built.
inside the storysales program
4 Weeks to a Story That Sells
finding your story
Live 30-min. kickoff call with your story coach
Story Starter assignment: Expect to spend about 2 hours on this assignment
week 01
work with stacy to sharpen your edges
Live 60-min. story session with Stacy Havener. She’ll dig into your story to uncover those gems that you might be missing.
We’ll start writing your 3Ds (differentiators) and Backstory. You’ll review the first draft to make sure we’re on the right track, capturing your voice, and striking a tone you’re comfortable with.
week 02
draft & refine stories
We’ll incorporate your feedback and complete your entire Story Stack—the 5 key stories to support your sales & marketing.
Live 45-min. Story Selling Framework presentation call (bring your popcorn!)
week 03
put your story to work
You’ll review all of your stories and provide feedback. Then, your story coach will incorporate those edits and deliver your final Story Selling Framework.
Live 60-min. final call and story coaching session with Stacy Havener. You’ll read your new Backstory (no memorization needed, don’t worry!) and learn how to use your new stories in meetings (and beyond).
week 04
led by stacy havener, founder & ceo
Stacy Havener has raised $8.5B in capital, leading to more than $30B in follow-on AUM.
StorySales is built on the Story Selling Framework™, which Stacy developed and refined through years of real-world capital-raising experience.
It’s the playbook behind Havener Capital’s work helping boutique investment firms stand out, open doors, and build relationships with the right investors.
Her philosophy is simple: people do business with people. The firms who know how to tell their stories have a unique advantage that performance charts alone could never create.
Stacy and her team will bring that experience directly to your firm through private coaching, professional copywriting, and editorial feedback.
she's raised billions, and she knows why investors say yes.
mistakes that cost managers the second meeting
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opening with performance
The allocator read your fact sheet before they walked in. You just wasted the first 10 minutes repeating it.
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following up to "check in"
Your follow-up email says, “Just checking in!” So did the last one. They’re getting deleted.
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calling your approach "differentiated"
Or your process “disciplined.” Or your team “experienced.” So does every other manager in the allocator’s inbox.
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keeping it professional
Professional doesn’t = boring. Your most compelling experiences and defining decisions never enter the chat.
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walking them through your process
They leave knowing how you invest, but they never learn why you invest that way or why they should trust you.
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getting through the whole deck
You talk at the allocator for 60 minutes, treating a meeting like a presentation when it should be a conversation.
the next chapter of your firm starts here.
$12k for the 4-week engagement
Your investment includes:
→ 4 private, virtual sessions, including 2 with Stacy Havener
→ A dedicated story coach and project manager
→ 5 professionally written, sales-ready stories
→ Your complete Story Selling Framework in a fully designed PDF deck you can share with your entire team
→ Editable Word document with your stories for use across sales and marketing
→ Live story coaching and personalized feedback on how to use your stories in investor conversations and meetings
We only accept 2 new StorySales clients each month. your story deserves our full attention.
is storysales right for you?
this is for you if:
You’re an established boutique investment manager with at least $1B in AUM, ready to pursue your next stage of growth.
You’re getting investor meetings, but struggling to turn interest into meaningful next steps.
Your founder’s story is compelling, but the rest of your team struggles to tell it with the same impact.
Your firm has evolved, but your positioning and messaging haven’t kept up.
You’re ready to differentiate beyond performance, pedigree, and process
You’re willing to challenge what you’ve always said about your firm to discover what actually makes it different.
this isn’t for you if:
You believe strong performance should be enough to win an allocation
You’re looking for a generic sales script or plug-and-play pitch deck
You’re unwilling to share who you are and why you do what you do.
You think being different is important, but you aren’t brave enough to be truly different.
You want someone to validate your existing messaging rather than challenge it.
You aren’t ready to invest time in the process.
✺ Frequently asked questions ✺
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StorySales is built for established boutique investment managers who want to sharpen their differentiation, strengthen investor conversations, and prepare for their next stage of growth.
It's particularly valuable for firms with $1B or more in AUM that have a strong investment foundation but know their story and sales messaging could be working harder.
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StorySales runs for 4 weeks, with 1 private virtual session each week. Sessions range from 30 to 60 minutes. Plan for approximately two additional hours per week to complete assignments and review drafts.
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Absolutely. You’ll work directly with Stacy during your private story session and final coaching session. She only takes 2 new StorySales clients per month. You’ll also have a dedicated story coach/project manager throughout the engagement.
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$12,000. It’s a 1:1 engagement with Stacy and the Havener Capital team, and we only take on two new clients a month.
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Not at all. In fact, some of the most powerful stories we uncover are the ones managers never thought to tell. We’ll help you find them, shape them, and put them to work.
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Nope, that’s our job! You’ll bring us the experiences, insights, and raw material. We’ll do the writing, with your feedback every step of the way.
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StorySales is a hands-on, 1:1, coaching intensive. Rather than learning a framework and being left to implement it yourself, you’ll work directly with experienced capital-raising and marketing professionals to produce deliverables you can put to work right away.