Pipeline Alert: Churchill Stateside VP Originations

🚀 Battle Card: Churchill Stateside Group, LLC

• Thais Pepe, Vice President of Originations · 🔗 LinkedIn

• Seasoned VP hire with deep LIHTC and bond expertise is a Churchill Stateside Group sales trigger for an aggressive push in affordable housing and renewable energy finance. → Source

• Scaling originations funnel for tax credit and bond financing deals

• Managing complex deal structuring and feasibility analysis across multiple government programs

• Primary: CRM/Deal Origination Platform → Streamline pipeline management and accelerate deal closures

• Expansion: Financial Modeling Software → Improve project feasibility analysis and decision-making

• HQ: Clearwater, FL / USA

• Employees: ≈ 200

• Rev: ≈ $100 M

• Website: csgfirst.com

🤼 Competitive Intel

• Salesforce — CRM / Deal Origination
• Unique edge: Enterprise-grade integration with financial systems
• Evaluated by CFO for compliance and scalability

• Dealpath — Deal Pipeline Management
• Unique edge: Specialized real estate workflow automation
• Evaluated by VP Ops for process efficiency

• Juniper Square — Investor Reporting & Management
• Unique edge: Tax credit investor portal and analytics
• Evaluated by Dir. Investor Relations for transparency

• Yardi — Real Estate Management Platform
• Unique edge: End-to-end asset and fund management
• Evaluated by CIO for integration depth

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑CRM/Deal Origination Platform❑
PROOF_METRIC  = ❑≈ 25% faster deal closures❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Thais
COMPANY     = Churchill Stateside Group, LLC
DEPT        = Originations
SIZE        = ≈ 10
BOTTLENECK  = Scaling originations funnel for tax credit and bond financing deals
EVENT       = VP hire
DETAIL      = Thais Pepe as Vice President of Originations
PAIN        = Scaling originations funnel for tax credit and bond financing deals
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250903895484&div=41152219
SIM_CO      = ≈ Green Finance Partners
WIN_METRIC  = ≈ 25% faster deal closures
NEXT_SIZE   = ≈ 30
EMP_EST     = 200
REV_EST     = ≈ $100M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 10-person Originations

Thais—noticed your Originations team is ≈ 10.

That’s when Scaling originations funnel for tax credit and bond financing deals slows growth.

We helped ≈ Green Finance Partners fix this with CRM/Deal Origination Platform.

Result: ≈ 25% faster deal closures.  
Quick call?

PS—next bottleneck hits ≈ 30.

DM ≤45 words, TONE:
Saw your post about Thais Pepe as Vice President of Originations — Scaling originations funnel for tax credit and bond financing deals.  
CRM/Deal Origination Platform. ≈ 25% faster deal closures. Quick chat?