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

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.

Want More Help With Storytelling?

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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

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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