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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🚀 Battle Card: Easterly Asset Management

Quick trigger:
 
👤 Decision Maker in the News
 
💡 Why It Matters
  • Securing a veteran real estate leader sharpens U.S. portfolio strategies amid rising demand for active management. → Source
 
🎯 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
 
💰 What to Pitch
  • Primary: Portfolio Risk Management Software → automate risk analytics for high-conviction strategies
  • Expansion: Investor Communication Platform → deliver client-centric reporting and drive engagement
 
🗺️ Quick Context
  • HQ: Beverly, MA
  • Employees: ≈ 80
  • Rev: ≈ $25 M
 

🤼 Competitive Intel

*Which other vendors you’ll probably face to win Easterly Asset Management’s business — use this Easterly Asset Management sales trigger to sharpen your pitch.*
 
  • SS&C TechnologiesAsset Management Software
    • Unique edge: End-to-end portfolio administration
    • Evaluated by Senior Portfolio Manager for seamless integration
  • BlackRock eFrontAlternative Investment Platform
    • Unique edge: Deep private market capability
    • Evaluated by CIO for scalability and data depth
  • FactSetAnalytics & Data
    • Unique edge: Robust real estate analytics
    • Evaluated by Dir. Research for data accuracy
  • WorkdayHR & People Management
    • Unique edge: Unified HR and finance workflows
    • Evaluated by CFO for talent operations
 

✅ 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)
 

Next Step

Get intel like this daily—no fluff, all pipeline. Use this Easterly Asset Management sales trigger to stay ahead. Subscribe to NewsletterForLeads
 

🧠 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?

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