Churchill Asset Trigger: Foley Ignites Pipeline

🚀 Battle Card: Churchill Asset Management LLC

• Michael Foley, Senior Managing Director, Head of Institutional

• This Churchill Asset Management LLC sales trigger signals a ramp-up in institutional fundraising and cross-platform distribution as Churchill leverages Foley’s global network. → Source

• Scaling institutional fundraising in a competitive private capital market

• Maximizing cross-selling opportunities across Churchill, Nuveen and NPC platforms

• Primary: Sales engagement platform → accelerated deal cycles and pipeline visibility

• Expansion: Global account planning tool → expanded international client reach

• HQ: New York, NY

• Employees: ≈ 200

• Rev: ≈ $200 M

• Website: churchillam.com

🤼 Competitive Intel

• Salesforce Sales Cloud — CRM & pipeline management
• Unique edge: Customizable workflows and AI forecasts
• Evaluated by Senior Managing Director & VP Ops for scalability

• Microsoft Dynamics 365 — CRM & ERP integration
• Unique edge: Unified financials and client relationship data
• Evaluated by Finance Leads for end-to-end reporting

• HubSpot Sales Hub — Sales automation
• Unique edge: Ease of use and rapid deployment
• Evaluated by Director of Business Development for quick ROI

• Oracle NetSuite — Cloud ERP & CRM
• Unique edge: Robust analytics and multi-entity management
• Evaluated by CFO & IT for global compliance

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑<Sales engagement platform to accelerate fundraising cycles>❑
PROOF_METRIC  = ❑<30% faster deal cycles>❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Michael
COMPANY     = Churchill Asset Management LLC
DEPT        = Institutional
SIZE        = 15
BOTTLENECK  = scaling institutional fundraising
EVENT       = Appoints Michael Foley as Head of Institutional
DETAIL      = Head of Institutional
PAIN        = Difficulty scaling institutional fundraising
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250827404610&div=41152219
SIM_CO      = Arcmont Asset Management
WIN_METRIC  = 30% faster deal cycles
NEXT_SIZE   = 25
EMP_EST     = ≈ 200
REV_EST     = ≈ $200M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: 15-person Institutional

Michael—noticed your Institutional team is ≈ 15.
That’s when scaling institutional fundraising slows growth.
We helped Arcmont Asset Management fix this with Sales engagement platform to accelerate fundraising cycles.
Result: 30% faster deal cycles.  
Quick call?

PS—next bottleneck hits ≈ 25.

DM ≤45 words, TONE:
Saw your post about Head of Institutional — Difficulty scaling institutional fundraising.  
Sales engagement platform to accelerate fundraising cycles. 30% faster deal cycles. Quick chat?