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Billion Dollar Backstory
Stacy Havener
132 episodes
1 week ago
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
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Investing
Business,
Marketing
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All content for Billion Dollar Backstory is the property of Stacy Havener and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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
Show more...
Investing
Business,
Marketing
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131: You Keep Making the Final Meeting—But You’re Not Winning (Here’s Why) | Story Snacks Series
Billion Dollar Backstory
10 minutes
1 week ago
131: You Keep Making the Final Meeting—But You’re Not Winning (Here’s Why) | Story Snacks Series

You made it to the final investor meeting again. You were sure this one was yours because your pitch was on point (no surprise, given that you rehearsed every line). 


But still... no deal.

What gives? Why are you always the bridesmaid but never the bride? 

In this episode, Stacy is breaking down why so many fund managers find themselves stuck in this frustrating loop. 

Listen in to learn: 

  • Why trying to win allocators over in the last round is a losing game

  • The kind of meeting prep that actually pays off (hint: it doesn’t involve you rehearsing lines for hours in the mirror)

  • How to make your message land without over-explaining and putting everyone in the room to sleep 

  • Why the final few minutes of your meeting are crucial and the secret sauce to standing out with your closing 


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

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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/gemcap

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