Mex HQ Alert: New Mountain Capital Sales Trigger

🚀 Battle Card: New Mountain Capital

• Carlo Lombardo, Director, Mexico City Office · 🔗 LinkedIn

• This New Mountain Capital sales trigger signals a surge in local investor outreach and fundraising infrastructure needs in Latin America. → Source

• Setting up localized fundraising and investor relationship processes

• Navigating cross-border compliance and regulatory requirements

• Primary: Investor Relationship Management CRM → centralizes pipeline visibility & reporting

• Expansion: Governance, Risk & Compliance platform → automates compliance workflows

• HQ: New York, NY

• Employees: ≈ 350

• Rev: ≈ $200 M

• Website: newmountaincapital.com

🤼 Competitive Intel

• Salesforce — CRM
• Unique edge: Industry-leading customization & integration
• Evaluated by Director of Investor Relations for cross-region pipeline management

• HubSpot — CRM
• Unique edge: All-in-one marketing & sales with rapid deployment
• Evaluated by Ops & Marketing for user adoption speed

• MetricStream — Governance, Risk & Compliance
• Unique edge: Comprehensive risk framework & real-time reporting
• Evaluated by Legal & Compliance for regulatory oversight

• NAVEX Global — Ethics & Compliance Software
• Unique edge: Robust policy management & training
• Evaluated by HR & Legal for code-of-conduct enforcement

• Workday — HR Management System
• Unique edge: Unified HR and financial data core
• Evaluated by HR & Finance for global workforce planning

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑≈ TBD❑
OFFER_BRIEF   = ❑Investor Relationship Management CRM❑
PROOF_METRIC  = ❑≈ TBD❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Carlo
COMPANY     = New Mountain Capital
DEPT        = Investor Relations
SIZE        = ≈ TBD
BOTTLENECK  = setting up localized fundraising processes
EVENT       = Establishes Mexico City Office
DETAIL      = establishing the Mexico City office
PAIN        = navigating cross-border compliance
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250915111973&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 350
REV_EST     = ≈ $200M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person Investor Relations

Carlo—noticed your Investor Relations team is ≈ TBD.

That’s when setting up localized fundraising processes slows growth.

We helped ≈ TBD fix this with Investor Relationship Management CRM.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about establishing the Mexico City office — navigating cross-border compliance.  
Investor Relationship Management CRM. ≈ TBD.  
Quick chat?```