Battle Card: Easterly Asset Management Sales Trigger

🚀 Battle Card: Easterly Asset Management

• Peter Zabierek, Senior Portfolio Manager · 🔗 [LinkedIn](https://www.linkedin.com/company/easterly-asset-management/)

• Securing a veteran real estate leader sharpens U.S. portfolio strategies amid rising demand for active management. → Source

• Need for experienced leadership to relaunch U.S. listed real estate strategies

• Demand for differentiated, high-conviction portfolios from advisors and institutions

• Primary: Portfolio Risk Management Software → automate risk analytics for high-conviction strategies

• Expansion: Investor Communication Platform → deliver client-centric reporting and drive engagement

• HQ: Beverly, MA

• Employees: ≈ 80

• Rev: ≈ $25 M

• Website: [easterlyam.com](https://www.easterlyam.com/)

🤼 Competitive Intel

• SS&C Technologies — Asset Management Software
• Unique edge: End-to-end portfolio administration
• Evaluated by Senior Portfolio Manager for seamless integration

• BlackRock eFront — Alternative Investment Platform
• Unique edge: Deep private market capability
• Evaluated by CIO for scalability and data depth

• FactSet — Analytics & Data
• Unique edge: Robust real estate analytics
• Evaluated by Dir. Research for data accuracy

• Workday — HR & People Management
• Unique edge: Unified HR and finance workflows
• Evaluated by CFO for talent operations

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Portfolio Risk Management Software❑
PROOF_METRIC  = ❑≈ TBD❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Peter
COMPANY     = Easterly Asset Management
DEPT        = Portfolio Management
SIZE        = ≈ 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      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ 10
EMP_EST     = ≈ 80
REV_EST     = ≈ $25 M

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

EMAIL  (keep breaks):
Subject: ≈ 5-person Portfolio Management

Peter—noticed your Portfolio Management team is ≈ 5.

That’s when manual risk management slows growth.

We helped ≈ TBD fix this with Portfolio Risk Management Software.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ 10.

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