Your investor meeting's over.
What next?
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?
02 Presenters
22 Guerrilla Tactics
35 Workbook-Pages
07 Videos:
1. Introduction: Mindset, Habits, And Eight Power Tools
2. How to Get, Prep & Run Investor Meetings
3. 3 Areas Managers Fail in Online Meetings
4. A introduction yielding 5x MORE meetings
5. Better Pitches Virtual CapIntro Training
6. Mastering First Impressions
7. A Genius Post Meeting Follow-up Process
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 7 videos featuring two presenters and includes 22 Guerrilla Tactics and 35 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: A Introduction Yielding 5x MORE Meetings
35. How investment managers get 5 times more meetings confirmed
36. The Ten Elements of High Performing Introductory Texts
37. The key to better results from email campaigns
38. 9 “Don’ts”
39. The best “Call to Action” when reaching out to investors
40. 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
41. and more tips for efficient Email-Marketing
Module 7: A Genius Post-Meeting Follow-Up Process
42. The mindset switch which will allow you to naturally create lasting and mutually beneficial relationships with new investors
43. Seven specific suggestions for a multi-step, targeted follow up process
44. A Guerrilla Tactic how to get investors to actually open the attachments you send them
45. When is the best time for your first follow-up call?
46. Client retention: The secret to sticky assets and how to keep your investors engaged.
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Download the workbook
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Access all videos & use all 22 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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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.
Testimonials
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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
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244 Fifth Avenue Suite # G268
New York, NY 10001
U.S.A.