LeadTrigger: Liberty Street Advisors CIO Switch
CIO switch at Liberty Street Advisors opens a high-value deal flow. Pitch executive onboarding to ramp the new CIO fast. Offer talent management to close bench gaps.
Published on
Do not index
Do not index
🚀 Battle Card: Liberty Street Advisors, Inc.
Quick trigger:
👤 Decision Maker in the News
- Timothy Reick, Chief Investment Officer · 🔗 [LinkedIn](https://www.linkedin.com/company/liberty-street-advisors-inc-/)
💡 Why It Matters
- This Liberty Street Advisors, Inc. sales trigger marks a high-profile CIO shift amid expectations of an IPO market reopening, creating urgency around leadership stability and talent continuity. → Source
🎯 Core Pain Point
- Leadership transition risk: Ensuring portfolio performance doesn’t dip during CIO handover
- Talent pipeline gaps: Need for bench strength as Fund targets IPO-backed assets
💰 What to Pitch
- Primary: Executive onboarding program → Accelerate new CIO ramp-up
- Expansion: Talent management platform → Build and measure bench strength
🗺️ Quick Context
- HQ: New York, NY
- Employees: ≈ 50
- Rev: ≈ $15 M
🤼 Competitive Intel
*Which other vendors you’ll probably face to win **Liberty Street Advisors, Inc.*’s business.
- Workday — HCM / Succession
- Edge: Integrated HR and talent suite
- Evaluated by CHRO for global rollout
- SAP SuccessFactors — Talent Management
- Edge: Deep org-chart and succession analytics
- Evaluated by HR Ops for scalability
- Korn Ferry — Executive Search / Succession
- Edge: Elite bench-building services
- Evaluated by CEO & CIO for leadership mapping
- LinkedIn Talent Solutions — Recruiting
- Edge: Data-driven candidate sourcing
- Evaluated by Talent Acquisition for network reach
✅ Do-Now Checklist
Connect with Timothy Reick on LinkedIn (link above)
Send intro with CIO transition playbook citing this Liberty Street Advisors, Inc. sales trigger
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Get more Liberty Street Advisors, Inc. sales trigger intel like this daily—no fluff, all pipeline.
Subscribe to NewsletterForLeads
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑<your company>❑
OFFER_BRIEF = ❑<1-line value>❑
PROOF_METRIC = ❑<metric>❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Timothy
COMPANY = Liberty Street Advisors, Inc.
DEPT = ≈ TBD
SIZE = ≈ TBD
BOTTLENECK = leadership transition risk
EVENT = Personnel Changes for The Private Shares Fund
DETAIL = Christian Munafo resigned and Reick took over as CIO
PAIN = portfolio performance dip risk
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251010956084&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = 50
REV_EST = 15M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ TBD-person ≈ TBD
Timothy—noticed your ≈ TBD team is ≈ TBD.
That’s when leadership transition risk slows growth.
We helped ≈ TBD fix this with ❑<1-line value>❑.
Result: ≈ TBD.
Quick call?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about Christian Munafo resigned and Reick took over as CIO — portfolio performance dip risk.
❑<1-line value>❑. ❑<metric>❑.
Quick chat?```