Battle Card – BTG Pactual Performing Credit Trigger
New Head of Performing Credit at BTG Pactual ignites a CLO origination push. Pitch our deal sourcing platform and analytics dashboard. Next step: connect on LinkedIn and schedule follow-ups.
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🚀 Battle Card: BTG Pactual Global Alternatives
Quick trigger:
👤 Decision Maker in the News
- Chris Allen, Head of Performing Credit · 🔗 LinkedIn
💡 Why It Matters
This BTG Pactual Global Alternatives sales trigger highlights a strategic push into performing credit and CLO origination across the U.S. and LatAm. → Source
🎯 Core Pain Point
- Scaling CLO underwriting with streamlined data flows across regions
- Building a robust credit investment platform to outpace legacy systems
💰 What to Pitch
- Primary: Deal sourcing platform → accelerates lead identification and origination pipeline (use this BTG Pactual Global Alternatives sales trigger to position faster deal flow)
- Expansion: Portfolio analytics dashboard → delivers real-time risk and performance insights
🗺️ Quick Context
- HQ: New York, NY
- Employees: ≈ 200
- Rev: ≈ $200 M
- Website: globalalternatives.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win BTG Pactual Global Alternatives’s business.
- BlackRock Aladdin — investment & risk management
- Unique edge: Institutional-grade end-to-end platform
- Evaluated by Head of Performing Credit for integrated risk analytics
- SimCorp Dimension — portfolio management
- Unique edge: Seamless front-to-back solution
- Evaluated by COO & Head of Credit for global scalability
- IHS Markit — pricing & analytics
- Unique edge: Deep CLO valuation models
- Evaluated by Credit Ops for market-leading data accuracy
- Clearwater Analytics — portfolio accounting
- Unique edge: Cloud-native reporting engine
- Evaluated by CFO for streamlined regulatory compliance
✅ Do-Now Checklist
Send email/DM with Copy-My-Prompt block on this BTG Pactual Global Alternatives sales trigger
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Stay ahead of the next BTG Pactual Global Alternatives sales trigger—no fluff, all pipeline.
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑Deal sourcing platform for faster CLO origination❑
PROOF_METRIC = ❑30% faster origination❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
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📌 TARGET COMPANY
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NAME = Chris
COMPANY = BTG Pactual Global Alternatives
DEPT = Performing Credit
SIZE = ≈ 10
BOTTLENECK = Scaling CLO underwriting across regions
EVENT = Appointment of Head of Performing Credit
DETAIL = Appointed Head of Performing Credit
PAIN = CLO underwriting slowed by disparate data flows
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251022858824&div=41152219
SIM_CO = Apollo Global
WIN_METRIC = 30% faster origination
NEXT_SIZE = ≈ 25
EMP_EST = ≈ 200
REV_EST = ≈ $200M
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TASK FOR CHATGPT
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Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ 10-person Performing Credit
Chris—noticed your Performing Credit team is ≈ 10.
That’s when Scaling CLO underwriting across regions slows growth.
We helped Apollo Global fix this with Deal sourcing platform for faster CLO origination.
Result: 30% faster origination.
Quick call?
PS—next bottleneck hits ≈ 25.
DM ≤45 words, TONE:
Saw your post about Appointed Head of Performing Credit — CLO underwriting slowed by disparate data flows.
Deal sourcing platform for faster CLO origination. 30% faster origination.
Quick chat?