Battle Card: Easterly Asset Management Sales Trigger

Peter Zabierek joins Easterly AM as Senior PM. Pitch risk management software & investor comms. Fuel your pipeline, schedule next touch, and boost commission.

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πŸš€ Battle Card: Easterly Asset Management

Quick trigger:
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πŸ‘€ Decision Maker in the News
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πŸ’‘ Why It Matters
  • Securing a veteran real estate leader sharpens U.S. portfolio strategies amid rising demand for active management. β†’ Source
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🎯 Core Pain Point
  • Need for experienced leadership to relaunch U.S. listed real estate strategies
  • Demand for differentiated, high-conviction portfolios from advisors and institutions
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πŸ’° What to Pitch
  • Primary: Portfolio Risk Management Software β†’ automate risk analytics for high-conviction strategies
  • Expansion: Investor Communication Platform β†’ deliver client-centric reporting and drive engagement
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πŸ—ΊοΈ Quick Context
  • HQ: Beverly, MA
  • Employees: β‰ˆ 80
  • Rev: β‰ˆ $25 M
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🀼 Competitive Intel

*Which other vendors you’ll probably face to win Easterly Asset Management’s business β€” use this Easterly Asset Management sales trigger to sharpen your pitch.*
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  • SS&C Technologies β€” Asset Management Software
    • Unique edge: End-to-end portfolio administration
    • Evaluated by Senior Portfolio Manager for seamless integration
  • BlackRock eFront β€” Alternative Investment Platform
    • Unique edge: Deep private market capability
    • Evaluated by CIO for scalability and data depth
  • FactSet β€” Analytics & Data
    • Unique edge: Robust real estate analytics
    • Evaluated by Dir. Research for data accuracy
  • Workday β€” HR & People Management
    • Unique edge: Unified HR and finance workflows
    • Evaluated by CFO for talent operations
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βœ… Do-Now Checklist

Leverage the Easterly Asset Management sales trigger to tailor your outreach
Connect with Peter Zabierek on LinkedIn (link above)
Generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
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Next Step

Get intel like this dailyβ€”no fluff, all pipeline. Use this Easterly Asset Management sales trigger to stay ahead. Subscribe to NewsletterForLeads
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🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Portfolio Risk Management Software❑
PROOF_METRIC  = β‘β‰ˆ TBD❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
πŸ“Œ TARGET COMPANY
────────────────────────────
NAME        = Peter
COMPANY     = Easterly Asset Management
DEPT        = Portfolio Management
SIZE        = β‰ˆ 5
BOTTLENECK  = manual risk management
EVENT       = Appointment of Peter Zabierek as Senior Portfolio Manager
DETAIL      = leading relaunch of two U.S. listed real estate strategies
PAIN        = Need for differentiated, high-conviction portfolios
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251014416842&div=41152219
SIM_CO      = β‰ˆ TBD
WIN_METRIC  = β‰ˆ TBD
NEXT_SIZE   = β‰ˆ 10
EMP_EST     = β‰ˆ 80
REV_EST     = β‰ˆ $25 M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: β€œNewsletterForLeads SDR-Assist”.
Validate any β‰ˆ guesses via SRC.

EMAIL  (keep breaks):
Subject: β‰ˆ 5-person Portfolio Management

Peterβ€”noticed your Portfolio Management team is β‰ˆ 5.

That’s when manual risk management slows growth.

We helped β‰ˆ TBD fix this with Portfolio Risk Management Software.

Result: β‰ˆ TBD.  
Quick call?

PSβ€”next bottleneck hits β‰ˆ 10.

DM ≀45 words, TONE:
Saw your post about leading relaunch of two U.S. listed real estate strategies β€” Need for differentiated, high-conviction portfolios.  
Portfolio Risk Management Software. β‰ˆ TBD. Quick chat?

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