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Pitch & Close Bootcamp
Based on your work in the preceding Digital Master Class: Asset Raising, the following modules will now empower you to "bring the money in”.
What’s in the box?
04 Presenters
21 Guerrilla Tactics
45 Workbook-Pages
11 Videos:
01. Introduction: Mindset, Habits, And Eight Power Tools
02. How to Get, Prep & Run Investor Meetings
03. Better Pitches A dialogue not a conference
04. 3 Areas Managers Fail in Online Meetings
05. Mastering First Impressions
06. The Likability Edge: Scientific Strategies to Win More Business
07. A introduction yielding 5x MORE meetings
08. Mastering Cross-Cultural Intelligence: Your Global Fundraising Success
09. How to (Not) Waste Thousands at Cap Intro Events with Zero Results
10. Genius Post Meeting Follow-up Process
11. Don’t blow it: 7 Keys to Pass Operational Due Diligence
You’ll start with a session How to Get, Prep & Run Investor Meetings and continue with a training to help you become aware and eventually master the Three Areas Managers Fail in Online Meetings.
A manager might have the right performance, the right story and the right deck and marketing process that gets him meetings with allocators, but still fail to convince them to invest. Having watched thousands of managers present, we've seen many failing again and again in one or several of these three main problem areas: Presentation failures, process failures, and attitude failures. This module also includes the Ultimate 27-Point Check List for Successful Virtual Meetings. By following this Ultimate 27-Point Check List, you'll make sure that you're excelling rather than failing just in front of the finishing line.
Next you’ll get to know the exact process and word-by-word template we found that gets an investment manager 5 Times More Meetings Confirmed compared to the previously used standard text used to solicit a meeting.
The Better Pitches Virtual CapIntro Training will give you the tools that will completely transform the way you present your proposition to investors, no matter if it’s 1:1 in person, virtual, at conferences or in a webinar. connect with your audience in virtual cap intro settings.
A good investor meeting also needs a great follow up process, which is what you’ll learn in the Genius Post-Meeting Follow-Up Process.
Unfortunately, we found that most managers and marketers haven’t fully understood that certain ways to follow up work much better than others.
And so they they don't score because they don't have a precise, structured, and proven follow up process. As a consequence, the relationship with the prospect quickly loses momentum, and at some point the rapport or the relationship will break. Not because of the product, not because of your pitch, but because of the insufficient, unstructured, lackluster follow up. And once that rapport is lost, it is usually very difficult to warm it up again.
Remember: The Fortune is in the Follow-Up!
The Pitch & Close Bootcamp course is made up of 11 videos featuring four presenters and includes 21 Guerrilla Tactics and 45 Workbook-Pages.
By now you will have figured out how much you'll be getting in this Master Class, we are really just scratching on the surface here. You find a detailed listing of everything you'll learn at the bottom of the website.
As we said, if you are then also doing your work on the performance side, success is virtually guaranteed. However, the irony is that if you are doing your job on the performance side but fail with the marketing, it's equally pretty sure that you won't succeed from a business perspective.
Module 1: Introduction: Mindset, Habits, And Eight Power Tools
1. A process to weed out bad and establish healthy habits
2. You only need this weekly habit to keep you on track
3. When and why you need to say "no"
4. A power tool to organize and maximize your relationships
5. The role of coaches, and how to find one
Module 2: How to Get, Prep & Run Investor Meetings
6. Why allocators are looking for a reason to get rid of you even if you just started talking to them
7. The five elements your Pitch Deck should include
8. Everyone is a Star: Why you should equalize staff bios
9. How and why to write a Philosophy page
10. Finding the Right Words with Swarm Intelligence
11. How to ensure consistent, top presentations
12. Why you need an external coach now The #1 strategy how to start a follow up meeting
Module 3: Better Pitches Virtual CapIntro Training
13. Three Steps to Transform Your Pitch
14. How to create a system that makes sure you'll stick to the new pitch format
15. How to apply your new pitch format also at conferences and webinars to larger audiences
16. How to transform your audience from passive to active and engaged
17. How to “break the ice” in a webinar
18. If you want to walk the extra mile: Five advanced presentation techniques
19. The best way to connect with your audience in virtual cap intro settings
20. Mindset Training: The #1 rule
Module 4: 3 Areas Managers Fail in Online Meetings
21. Includes The Ultimate 27-Point Check List for Successful Virtual Meetings
22. How to create a webinar presentation deck which puts your audience into a highly receptive “flow” state
23. The best place to put your performance information in a presentation
24. A Guerrilla Tactic that accelerates your sales process and helps you reach thousands of investors outside of your current reach
Module 5: Mastering First Impressions
25. The 2F3S rule to approach complete strangers
26. The #1 thing to do when you start a virtual meeting
27. How to use the 2 Seconds Rule in First Impressions to your advantage
28. What's the #1 criteria how we judge people's attractiveness in the first moment?
29. How does our brain manage to judge another person (pretty correctly) in such a short time?
30. Smile, wave, eye-contact: When are positive signals too much?
31. What's the best way to approach a date?
32. Similar content, different delivery: How video A got 33 times more views than video B
33. What should you do if you are nervous?
34. How to become a great conversationalist
Module 6: The Likability Edge: Scientific Strategies to Win More Business
35. The scientifically proven link between likability and business success
36. A two word strategy which will transform challenging conversations
37. Practical techniques to instantly increase your likability in business settings, including body language adjustments, conversation strategies, and relationship-building tactics
38. The 30-Day Likability Challenge - a structured program with daily exercises to systematically develop your professional charm and emotional intelligence
Module 7: A Introduction Yielding 5x MORE Meetings
39. How investment managers get 5 times more meetings confirmed
40. The Ten Elements of High Performing Introductory Texts
41. The key to better results from email campaigns
42. 9 “Don’ts”
43. The best “Call to Action” when reaching out to investors
44. A cold email template that landed an immediate $250,000 investment (plus an additional $250,000 later on) from Mark Cuban who gets over 1,000 email pitches a day
45. And more tips for efficient Email-Marketing
Module 8: Mastering Cross-Cultural Intelligence: Keys to Your Global Fundraising Success
46. Why cultural barriers you’re not even aware of can pose significant
challenges in international fundraising
47. Case Study 1: Gifting - apparently easy, can be fraught with difficulties
48. Cultural Practices in the Middle East
49. Why & how to still address entire teams when presenting in / dealing with hierarchic societies
50. The subtleties of Direct vs. Indirect Communication (with 16 exercises)
51. Religious sensitivity and understanding Arabic Coffee Etiquette
52. Navigating Decision-Making: From frustration to enabling good outcomes
53. Understanding and succeeding in sequential and polychronic time concepts
54. Four practical strategies for fund managers to increase Cultural Intelligence
Module 9: How to (Not) Waste Thousands at Cap Intro Events with Zero Results
55. Great investment expertise alone isn't enough at cap intro events: Success starts with basic Cap Intro Etiquette and Process
56. What's a sub-optimal tear sheet? What else to bring to your Cap Intro meetings
57. Reminder: Follow the "dialogue, not conference" approach
58. The #1 technique to transform your presentation from a one-way lecture into an engaging dialogue, even in time-constrained settings
59. How to maintain control of your presentation while creating meaningful audience engagement
Module 10: A Genius Post-Meeting Follow-Up Process
60. The mindset switch which will allow you to naturally create lasting and mutually beneficial relationships with new investors
61. Seven specific suggestions for a multi-step, targeted follow up process
62. A Guerrilla Tactic how to get investors to actually open the attachments you send them
63. When is the best time for your first follow-up call?
64. Client retention: The secret to sticky assets and how to keep your investors engaged.
Module 11: Don’t blow it: 7 Keys to Pass Operational Due Diligence
65. What is typically in scope for an Operational Due Diligence (ODD) Review?
66. Three main areas ODD focuses on
67. Three Key Assertions in ODD
68. How can you make the job easy for investors’ ODD teams?
69. The role of documentation, written policies and procedures. Which ones should you have?
70. How do you set up Cash Controls that satisfy investor demands
71. Background checks: Offence or Defence?
72. INCLUDED: 7 ODD Checklists to prep and survive Operational Due Diligence
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Download the workbook
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Access all videos & use all 21 Guerrilla Tactics
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The invitation email that gets you 5 times more meetings confirmed
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The Genius Post-Meeting Follow-Up Process
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& much more!
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Testimonials
Even for the most seasoned professional, the Asset Raising Digital Master Class can deliver big value. Matthias has unique insights and his one-on-one engagement is something rarely found elsewhere. Many thanks to Matthias and Opalesque!
Already in our introductory call, Matthias was able to offer three specific, actionable suggestions that immediately improved the marketing of my fund.
And just the day after my coaching call with Matthias I had a great pitch discussion with the CIO of a Midwest endowment. I took advantage of Matthias’s comments and structured the meeting accordingly. The CIO loved my strategy and even offered to introduce me to another potential investor.
Matthias, with help from industry experts, has put together a comprehensive list of very clear rules and tactics, which if you follow, will save you many errors on the way. The great thing about the course is that you can talk to Matthias personally and listen to his honest feedback and suggestions, which are essential for the progress you otherwise hardly achieve in such a short time and with associated costs.
The DIGITAL MARKETING course covers all aspects of fundraising, and is designed in a way that forces you as a manager to think deeply about the various processes, interactions among them and how do they contribute to the overall perception of your fund. For emerging managers, this is high alpha investment.
Matthias was incredibly helpful, offering brilliant, constructive advice on materials and sharing invaluable insights drawn from his vast experience. He also provided perspectives from other managers he has worked with, tailoring his guidance to what would be most beneficial for us. On top of that, he generously offered a free consultation, demonstrating his genuine commitment to helping us succeed.
“Working with Matthias at Opalesque has been very beneficial and given us some fantastic insights. After two calls with Matthias and attending one of their hosted webinars on Cap Intro meetings, he has helped us present our performance and unique strategy approach in such a way that it’s highlighted front and center.
Both in cap intro meetings and in our marketing materials, we’re now more prepared to not only present our strategy to allocators and investors, but to be ready with insightful questions and answers to better engage those potential investors – to really understand their needs and communicate how we can fit into their allocations and help meet their challenges.
Matthias has unique and specific suggestions and ideas that have really helped us improve our marketing and investor outreach. Thanks, Matthias!”
“Above all, it has been exciting to watch Opalesque’s developments in support of managers’ evolution. On a more personal note, thank you for sharing your time and insights today. I appreciated the opportunity to brainstorm our digital strategy with you and learn from the key findings you have gathered across the investment landscape.
Wishing you much continued success,”
I am an investor with an alternative investment manager who has truly distinguished themselves in the realm of marketing and investor relations. As it’s a relatively young firm, I asked them where they learned all this, they modestly pointed me to your website, www.fundmanager.tools.
They added that of particular impact were the six videos of the “Pitch & Close Bootcamp”.
The transformation of their operations has been undeniable since completing the course, securing them three times more meetings than before, and their closing rates have more than doubled.
Matthias Knab has created a fantastic boot camp for fund managers. I checked it out and recommend all managers go through this course; a successful system combining videos, workbooks with summaries and exercises, personal coaching, a Commitment Buddy System, and 50 powerful Guerrilla Tactics you won't find anywhere else.
Just watched your Mindset, Habits, and Eight Power Tools - great video! ‘Big results require big ambitions’ is now my new mantra!
Matthias gave me a very comprehensive review of my pitch deck after I provided it to him. We reviewed it together and mentioned some points that I will incorporate to increase my chances to raise capital. He is very good at what he does and the experience is obvious.
Even seasoned capital raising professionals can benefit from Matthias’ courses. Whether in markets or capital raising, the hedge fund industry is ever evolving and to have continued success means to stay on the leading edge in all aspects. Matthias has been a force in our industry for as long as I can remember, evolving his business as opportunities arise. For those who are seasoned professionals these courses will help to keep you at the front, and for those who are new to capital raising these courses are a must.
Matthias brings a deep understanding of the challenges faced by emerging managers and brings an “all hands-on deck” approach which has guided me through all the key steps of preparing best-in-class marketing materials, making an effective pitch, producing video content and closing the deal.
Importantly, Matthias shares strategies that have worked successfully for all types of funds over the years together with suggestions targeting the specific needs of my fund. His support and commitment to my success has been invaluable.
Your course creators
In 2003, Matthias Knab started the very first digital, email based daily newsletter on hedge funds and alternative investments globally. Since then, Opalesque has grown into an ecosystem of over 100,000 investors and finance professionals. All 100 of the top 100 hedge funds by assets under management are Opalesque clients, and even the US Senate Banking Committee has used our service.
Opalesque also publishes HORIZONS: Family Office & Investor Magazine, the largest quality family office publication globally. The Opalesque Roundtables, a thought leadership series started in 2008, have been downloaded over 20 million times.
In 2009 Opalesque was, again, a pioneer when we were the first to use video to profile and record interviews with investment managers with millions of views.
Since 2012 Opalesque has been producing NEW MANAGERS, the leading monthly magazine focusing just on smaller and mid sized investment managers.
Praise for Opalesque’s Work from Industry Leaders
Invaluable.
Uniquely focussed and thorough.
Exceptionally helpful.
A very useful addition to my research
Provides a nice daily summary.
Get access to the stellar Opalesque.com.
You do a great job and often pick up things many of the others miss.
We remain big fans and supporters of Opalesque.
Very useful.
Your daily briefing is by far the best and the only one I really take time to read.
Your service is invaluable.
Well done!
Your Free $399 bonus and 30 Day Money Back Guarantee:
As a free bonus to all our Digital Master Class Asset Raising plans you will be getting a full one year free subscription to both the Opalesque Alternative Market Briefing, our industry leading daily newsletter on hedge funds and alternative investments (a $199 value) and the monthly New Managers publication (a $200 value).
If for any reason you feel that our Master Class does not live up to your expectations, we not only offer a refund guarantee for 30 days but you can even keep your two publication subscriptions for the full year!
With that, there's no risk and you can only win. Take action and start your Digital Master Class: Asset Raising right now. We look forward to sharing all our empowering tools and strategies with you. Start your journey now with the first videos, worksheets and guerrilla tactics. Our refund guarantee makes sure that there's only an upside for you, so go ahead and grab it!
Take a moment to review the bundles and packages. For optimal results and the best value, you want to choose the VIP Mentoring package, our Ultimate Success System which is limited to 10 places.
If you have any questions, contact us by email support@fundmanager.tools or call Opalesque Support: +1 914 619 5223 (Monday through Friday from 9 AM to 5 PM GMT).
Matthias Knab can be reached by phone +49 89 2351 3055 or WhatsApp / Signal: +49 170 1890077.
CONTACT
PHONE
Opalesque Support: +1 914 619 5223
(Monday through Friday from 9 AM to 5 PM GMT)
Matthias Knab: +49 89 2351 3055
Matthias Knab WhatsApp or Signal:
+49 170 1890077
ADDRESS
Opalesque Global Services LLC
244 Fifth Avenue Suite # G268
New York, NY 10001
U.S.A.