Occam Crest Advisory Board Sales Trigger: Close Deals Fast

🚀 Battle Card: Occam Crest Management

• Mark Cone, Advisory Board Member

• Jennifer Foster, Advisory Board Member

• Roger Hartley, Chair of Advisory Board

• Adding seasoned advisors boosts strategic oversight and positions OCM for scalable growth. → Source

• Governance gaps in managing a growing boutique investment firm

• Need for structured strategic guidance on small/mid-cap portfolio expansion

• Primary: Board Management Platform → Streamlined governance meetings & docs

• Expansion: Investor Relations CRM → Enhanced LP communication & reporting Capitalize on the Occam Crest Management sales trigger by positioning scalable governance tech.

• HQ: Darien, CT

• Employees: ≈ 12

• Rev: ≈ $25 M

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

🤼 Competitive Intel

• Diligent — Board Management Software
• Unique edge: Comprehensive security & compliance tools
• Evaluated by Advisory Board for enterprise-grade governance

• BoardEffect — Board Portal
• Unique edge: Intuitive interface & board workflows
• Piloted by governance committee for ease of use

• OnBoard — Board Portal
• Unique edge: Real-time collaboration & analytics
• Considered by Chair of Advisory Board for stakeholder engagement

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Board Management Platform❑
PROOF_METRIC  = ❑≈ TBD❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Mark
COMPANY     = Occam Crest Management
DEPT        = Advisory Board
SIZE        = 3
BOTTLENECK  = governance gaps
EVENT       = Forms Advisory Board
DETAIL      = Advisory Board formation
PAIN        = governance gaps
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251007543110&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 12
REV_EST     = ≈ $25M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: 3-person Advisory Board

Mark—noticed your Advisory Board team is ≈ 3.

That’s when governance gaps slows growth.

We helped ≈ TBD fix this with Board Management Platform.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about Advisory Board formation — governance gaps.  
Board Management Platform. ≈ TBD.  
Quick chat?