Pipeline Battle Card: Kinzie Capital LP

🚀 Battle Card: Kinzie Capital Partners LP

• Phil Penton, Managing Director, Portfolio Operations · 🔗 [LinkedIn](https://www.linkedin.com/company/kinzie-capital-partners/)

• Scaling operational expertise and finance oversight is critical as portfolio firms grow. → Source

• Lack of dedicated operational leadership to drive portfolio value creation

• Insufficient finance reporting and compliance processes for expanding investments

• Primary: Operational excellence platform → accelerates integration and scalable growth

• Expansion: Financial management solution → enhances reporting accuracy and compliance

• HQ: Chicago, IL

• Employees: ≈ 20

• Rev: ≈ $10 M

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

🤼 Competitive Intel

• 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

• 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

Next Step

🧠 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?