Pipeline Battle Card: Kinzie Capital LP
Kinzie Capital Partners LP just expanded their team. Use our battle card to target ops excellence and finance reporting. Drive deal flow and boost commission.
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🚀 Battle Card: Kinzie Capital Partners LP
Quick trigger:
Master this Kinzie Capital Partners LP sales trigger by focusing on operational and finance pain points.
👤 Decision Maker in the News
- Phil Penton, Managing Director, Portfolio Operations · 🔗 [LinkedIn](https://www.linkedin.com/company/kinzie-capital-partners/)
💡 Why It Matters
- Scaling operational expertise and finance oversight is critical as portfolio firms grow. → Source
🎯 Core Pain Point
- Lack of dedicated operational leadership to drive portfolio value creation
- Insufficient finance reporting and compliance processes for expanding investments
💰 What to Pitch
- Primary: Operational excellence platform → accelerates integration and scalable growth
- Expansion: Financial management solution → enhances reporting accuracy and compliance
🗺️ Quick Context
- HQ: Chicago, IL
- Employees: ≈ 20
- Rev: ≈ $10 M
🤼 Competitive Intel
Which other vendors you’ll face on this Kinzie Capital Partners LP sales trigger.
Ops & Supply Chain
- SAP ([sap.com](https://sap.com)) — ERP / SCM
- Unique edge: enterprise-grade integration + supply chain analytics
- Evaluated by operations leadership for scale
- Oracle SCM Cloud ([oracle.com](https://www.oracle.com)) — SCM
- Unique edge: integrated cloud suite across planning and logistics
- Evaluated by MD Ops for real-time visibility
- Kinaxis ([kinaxis.com](https://www.kinaxis.com)) — Supply chain planning
- Unique edge: concurrent planning with scenario simulation
- Evaluated by portfolio COOs for agility
Finance
- NetSuite ([netsuite.com](https://www.netsuite.com)) — Cloud ERP
- Unique edge: unified finance and operations in mid-market
- Evaluated by finance teams for consolidated reporting
- BlackLine ([blackline.com](https://www.blackline.com)) — Finance close automation
- Unique edge: automated account reconciliation and audit readiness
- Evaluated by controllers for compliance
- Sage Intacct ([sageintacct.com](https://www.sageintacct.com)) — Cloud financials
- Unique edge: advanced multi-entity consolidation
- Evaluated by CFOs for scalable finance operations
✅ Do-Now Checklist
Connect with Phil Penton on LinkedIn
Frame your message around the Kinzie Capital Partners LP sales trigger to increase reply rates
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
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑Operational excellence platform❑
PROOF_METRIC = ❑≈ TBD❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Phil
COMPANY = Kinzie Capital Partners LP
DEPT = Portfolio Operations
SIZE = ≈ 20
BOTTLENECK = Operational and finance oversight gaps
EVENT = Team expansion
DETAIL = Expands Team, Advancing Client Service and Portfolio Value Creation
PAIN = lack of operational leadership
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250930014002&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ 20
REV_EST = ≈ $10M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ 20-person Portfolio Operations
Phil—noticed your Portfolio Operations team is ≈ 20.
That’s when Operational and finance oversight gaps slows growth.
We helped ≈ TBD fix this with Operational excellence platform.
Result: ≈ TBD.
Quick call?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about Expands Team, Advancing Client Service and Portfolio Value Creation — lack of operational leadership.
Operational excellence platform. ≈ TBD.
Quick chat?