Havener Capital Partners

One of our clients just blew our minds with how fast they got an allocation. Our rule of thumb? It’s usually a 12- to 18-month process. But sometimes, all the pieces of the puzzle come together, and magic happens… …quickly ⚡ Here’s what it looked like: ➜ Prospect found one of the firm’s blog posts and subscribed ➜ They called the prospect ➜ The investment team met with the prospect ➜ He made an allocation The time span from blog post to allocation? 8 days 💥 Launching a boutique investment firm is hard. Getting it to grow is even harder. But it’s worth it. You’re not always going to close a deal in 8 days ↳ but keep prioritizing your sales and marketing efforts. You never know when (or where) your next investor will find you. 📌 What are you doing to make sure your true fans can find you?

Fund managers breaking away from the Bigs often make this mistake ⇣ They call the last/largest investors they had at the big firm, back when they had a lot of AUM and lengthy track records. But these are the wrong investors. They’re not the same people who will invest the first $100 million in a brand-new fund. So, who ya gonna call? (not Ghostbusters) 🚫 👻 Here’s who: Early Adopters This term—borrowed from the tech industry’s Rogers Adoption Curve—refers to highly educated risk-takers who are discrete in their adoption choices. When it comes to investing, early adopters are: ✔️ RIAs ✔️ Family offices ✔️ Emerging manager platforms Want to learn how to spot an early adopter from a mile away so you can stop wasting time pitching the wrong investors? Our founder, Stacy Havener, has got you covered. Tune into Episode 76 of the Billion Dollar Backstory Podcast to steal the playbook that helped her raise $8B+ for new/undiscovered funds that led to $30B+ in follow-on AUM. 🎧 Listen wherever you get your podcasts! ......... 🎙 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 𝗗𝗼𝗹𝗹𝗮𝗿 𝗕𝗮𝗰𝗸𝘀𝘁𝗼𝗿𝘆: 𝘚𝘩𝘢𝘳𝘪𝘯𝘨 𝘵𝘩𝘦 𝘴𝘵𝘰𝘳𝘪𝘦𝘴 𝘰𝘧 𝘵𝘩𝘦 𝘱𝘦𝘰𝘱𝘭𝘦 𝘣𝘦𝘩𝘪𝘯𝘥 𝘵𝘩𝘦 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰𝘴 This season is sponsored by: + Ultimus Fund Solutions + The Boutique Investment Collective by Havener Capital Partners

What's one thing your peers do that you 𝗱𝗼𝗻'𝘁? Answer that question and you may just unlock one of your true differentiators. Because different is more than what you do. It’s what you don’t do. ✏ Fill in these blanks: Most of my peers do _____, but we don't. We do ______ because ______. Allocators don’t want more of the same in their portfolio. Think you’ve identified what makes you different, but another firm can say it too? It’s not unique. (Sorry) 📌 What’s your twist? What’s that one thing that makes your process/strategy/people/philosophy shine bright like a diamond? (𝘦𝘹𝘵𝘳𝘢 𝘤𝘳𝘦𝘥𝘪𝘵 𝘪𝘧 𝘺𝘰𝘶 𝘴𝘢𝘯𝘨 𝘵𝘩𝘢𝘵 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘩𝘦𝘢𝘥 𝘭𝘪𝘬𝘦 𝘙𝘪𝘩𝘢𝘯𝘯𝘢)

Maybe you don’t need a groundbreaking idea to differentiate your boutique.   Maybe you just need to stop discounting the value of the “random” story/expertise/career path that led you to finance.   Maybe you just need to own what makes you 𝙪𝙣𝙞𝙦𝙪𝙚.   Not convinced? You will be after you hear about Dr. Martin Tarlie's big pivot from physics ➜ finance ➜ his award-winning investing platform, Nebo Wealth   Listen to ep. 75 of the Billion Dollar Backstory Podcast, featuring Dr. Tarlie and hosted by our founder, Stacy Havener.   🎧 Tune in on your fave podcast platform! .......... 🎙 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 𝗗𝗼𝗹𝗹𝗮𝗿 𝗕𝗮𝗰𝗸𝘀𝘁𝗼𝗿𝘆: 𝘚𝘩𝘢𝘳𝘪𝘯𝘨 𝘵𝘩𝘦 𝘴𝘵𝘰𝘳𝘪𝘦𝘴 𝘰𝘧 𝘵𝘩𝘦 𝘱𝘦𝘰𝘱𝘭𝘦 𝘣𝘦𝘩𝘪𝘯𝘥 𝘵𝘩𝘦 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰𝘴 This season is sponsored by: + Ultimus Fund Solutions + The Boutique Investment Collective by Havener Capital Partners

This guy has been crushing it this year. Tucker Walsh joined The Boutique Investment Collective with his Arrowside Capital biz partner Andy Winton a few months ago. They went all in on learning our sales & marketing frameworks Participating in workshops and coaching calls and even doing... Homework 😮 Last week? Tucker & Andy attended our Summit by the Sea event. Tucker was 1 of 9 managers who got up in a room of allocators, told his story, and fielded questions like a pro. It was amazing to watch him shine up there and witness his hard work and determination paying off 🙌 ➜ If you're a Substack fan, Tucker has a great one called The Zen Innovation Investor. Highly recommend! 📌 How are you investing in your professional growth?

The best fund-building lessons come from the most unexpected places. Lessons learned while working for the Bigs? We’re going to hold your hand while we say this… 𝗧𝗵𝗲𝘆 𝘄𝗼𝗻’𝘁 𝗯𝗲 𝗲𝗻𝗼𝘂𝗴𝗵. Building a boutique is a whole different ball game. Like Alfonso Peccatiello says in this video:   “𝘠𝘰𝘶 𝘤𝘢𝘯 𝘣𝘦 𝘢𝘴 𝘴𝘮𝘢𝘳𝘵 𝘢𝘴 𝘺𝘰𝘶 𝘸𝘢𝘯𝘵, 𝘣𝘶𝘵 𝘪𝘧 𝘺𝘰𝘶 𝘤𝘢𝘯’𝘵 𝘤𝘰𝘯𝘷𝘦𝘺 𝘺𝘰𝘶𝘳 𝘮𝘦𝘴𝘴𝘢𝘨𝘦 𝘪𝘯 𝘢 𝘷𝘦𝘳𝘺 𝘤𝘰𝘯𝘤𝘪𝘴𝘦 𝘸𝘢𝘺 𝘵𝘰 𝘢 𝘴𝘦𝘯𝘪𝘰𝘳 𝘢𝘶𝘥𝘪𝘦𝘯𝘤𝘦, 𝘺𝘰𝘶’𝘳𝘦 𝘨𝘰𝘪𝘯𝘨 𝘯𝘰𝘸𝘩𝘦𝘳𝘦.”   ✘ Brains + investing skills alone won’t help you close more deals.   ✔ Learning to tell your story without putting investors to sleep will. Want a crash course on getting (and keeping) an investor’s attention? Don’t miss Episode 74 of the Billion Dollar Backstory Podcast with Alfonso Peccatiello and our founder, Stacy Havener. 🎧 Listen wherever you get your podcasts! .......... 🎙 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 𝗗𝗼𝗹𝗹𝗮𝗿 𝗕𝗮𝗰𝗸𝘀𝘁𝗼𝗿𝘆: 𝘚𝘩𝘢𝘳𝘪𝘯𝘨 𝘵𝘩𝘦 𝘴𝘵𝘰𝘳𝘪𝘦𝘴 𝘰𝘧 𝘵𝘩𝘦 𝘱𝘦𝘰𝘱𝘭𝘦 𝘣𝘦𝘩𝘪𝘯𝘥 𝘵𝘩𝘦 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰𝘴 This season is sponsored by: + Ultimus Fund Solutions + The Boutique Investment Collective by Havener Capital Partners

Cool: Hearing about great things your friends are doing Way cooler: Watching them in action as they do those great things That's how we felt watching Robert Morier host the dakota Live! Podcast during our Summit by the Sea last week in Newport, RI 🤩 Robert recorded a few episodes with some of our impressive attendees ↳ One of them is out today featuring Eric Gerster, Chief Investment Strategist with AlphaCore Wealth Advisory. Tune in wherever you get your podcasts, or watch the video on YouTube so you can imagine you were at the Summit, too 😎 💻 https://lnkd.in/g6FXUaum

What's happening in this photo? 👉🏻 Wrong answers only 👈🏻 Thank you to the managers, allocators, and all-around fabulous folks who traveled to Newport, RI this week for our annual Summit by the Sea! We're still processing the awesomeness that went down, but our whole team is truly blown away by the magic we saw and felt. #hcpsummit

4 words you can use to get more meetings👇 These are the same words that helped our founder, Stacy Havener, raise $8B+ for new/undiscovered funds that led to $30B+ in follow-on AUM. The 4 words: Give, Give, Give, Ask Grab a Story Snack with Stacy, and she’ll fill you in on how this framework first changed her mindset → and then her conversion rate. Get your notes app ready for this one because she’s also sharing ideas for how you can “give” to your prospects to start planting the seeds that lead to conversion. 🎧 You can listen to Billion Dollar Backstory and catch this bite-sized training wherever you get your podcasts! .......... 𝗛𝘂𝗻𝗴𝗿𝘆 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝗮 𝘀𝗻𝗮𝗰𝗸? We’ve been covering this topic—moving deals through the funnel—all month in our membership community, 𝗧𝗵𝗲 𝗕𝗼𝘂𝘁𝗶𝗾𝘂𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗖𝗼𝗹𝗹𝗲𝗰𝘁𝗶𝘃𝗲. + Members had a coaching call with Stacy + A workshop with the HCP sales team + And they have a masterclass next week to learn how to use analytics to move deals. ➜ They also got a Boutique Builder with a proprietary competitive analysis email template that they can use to move their own deals. The group tackles a new topic together every month—plus members always have access to the full course library from all past months. Want to learn more? 🖥️ Visit havenercapital [dot] com [slash] collective ✉️ Email Ralph Rudolph ralph@havenercapital.com

Choose your own adventure: 1. A booth next to the convention center bathroom with 5 million strangers 2. Two days at an oceanfront luxury inn with a small group of awesome people You can do what you want, but today, we're choosing option 2 (duh) Our Summit by the Sea is underway at Castle Hill Inn in Newport, RI 🌊 Because industry events don't have to be lame and micro is mighty. How mighty? ➜ $250B+ ➜ 20 allocators ➜ 9 boutiques It's already been epic, and we can't wait to share more with you. Thank you to all of our brilliant, fascinating friends who chose to join us. People do business with people—and you are our people 🙌 👉🏻 Shout-out to our sponsors, dakota and Blank Rome LLP. Thank you for your amazing support!