Most founders lead with the team because they’re trying not to sound egotistical.
But allocators aren’t sitting there thinking, “Wow, great org chart.” They’re thinking: “Do I understand this firm yet?”
In this episode, Stacy breaks down what allocators actually want in the first meeting and why you’re better off leading with a crisp origin story (even if the founder isn’t in the room to tell it).
Listen in to learn:
- How to tell the founder story without it sounding like “me, me, me”
- What to do when you’re not the founder (or the founder isn’t there)
- How co-founders/co-managers can stay aligned on one clear version of the story
- Where to place team so it builds trust instead of overwhelming the opener
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Running a fund is hard enough.
Ops shouldn’t be.
Meet the team that makes it easier. |
billiondollarbackstory.com/ultimus- - -
Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at
billiondollarbackstory.com/gemcapWhat is Billion Dollar Backstory?
Host Stacy Havener brings you the storytelling tips, sales strategies, behavioral secrets, and inspirational stories that help YOU turn your words into dollars. Learn from sales and marketing experts. Meet finance and investment leaders, founders and fund managers who have made it, and the ones on the rise. Because there are people behind the portfolios. Their stories matter. So does yours.
Presented by:
Ultimus Fund Solutions // www.ultimusfundsolutions.com
GemCap // www.geminicapital.ie
@stacyhavener // www.billiondollarbackstory.com