Every allocator asks: “What makes your boutique different?”
And most fund managers default to something like, “Our people are great!” or “Our process is best-in-class!”
Which is fine. It’s just… also what everyone else says.
In this episode, Stacy explains why saying “We’re better” in meetings won’t do you any favors and why being different (even if it’s uncomfortable) is the best way to stand out to allocators.
Listen in to learn:
- Why you don’t want to make up differentiators in the moment
- Why trying to be polite is the fastest way to blend in and be forgotten
- The Truism Test (a fast way to spot a “differentiator” that’s actually table stakes)
- The prompt that reveals where you’re out of consensus with your peers (and why that’s your edge)
- Why the best differentiator often takes a little courage to say out loud
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.
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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