Pipeline Alert: Eagle Point Names New MD

🚀 Battle Card: Eagle Point Credit Management LLC

• Regan Gilbride, Managing Director, Client and Partner Solutions · 🔗 LinkedIn

• Appointment spotlights growing demand for scalable investor onboarding and reporting – classic Eagle Point Credit Management LLC sales trigger. → Source

• Investor onboarding scalability challenges

• Complex custom reporting & due diligence delays

• Primary: Investor onboarding automation platform → faster institutional onboarding, perfect for this Eagle Point Credit Management LLC sales trigger

• Expansion: Custom reporting & analytics solution → real-time dashboards for investor transparency

• HQ: Greenwich, CT

• Employees: ≈ 100

• Rev: ≈ $100 M

• Website: eaglepointcredit.com

🤼 Competitive Intel

• Salesforce Financial Services Cloud — CRM & Onboarding
• Unique edge: Robust financial workflows & client data integration
• Evaluated by Managing Director for end-to-end investor engagement

• SS&C Advent — Investor Servicing
• Unique edge: Specialized fund administration & reporting modules
• Evaluated by Head of Ops for seamless accounting integration

• FIS Investran — Alternative Investments
• Unique edge: Comprehensive private capital management suite
• Evaluated by Finance team for scalability across strategies

• eFront by BlackRock — Investor Reporting
• Unique edge: Advanced analytics & portfolio transparency
• Evaluated by CIO & Investor Relations for analytics depth

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑≈ TBD❑
OFFER_BRIEF   = ❑Investor onboarding automation platform❑
PROOF_METRIC  = ❑50% faster onboarding❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Regan
COMPANY     = Eagle Point Credit Management LLC
DEPT        = Client and Partner Solutions
SIZE        = ≈ 100
BOTTLENECK  = Investor onboarding scalability challenges
EVENT       = Appointment
DETAIL      = Appointment of Regan Gilbride as Managing Director, Client and Partner Solutions
PAIN        = Investor onboarding scalability challenges
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250909174136&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = 50% faster onboarding
NEXT_SIZE   = 200
EMP_EST     = ≈ 100
REV_EST     = ≈ $100 M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: 100-person Client and Partner Solutions

Regan—noticed your Client and Partner Solutions team is ≈ 100.

That’s when Investor onboarding scalability challenges slow growth.

We helped ≈ TBD fix this with Investor onboarding automation platform.

Result: 50% faster onboarding.  
Quick call?

PS—next bottleneck hits ≈ 200.

DM ≤45 words, TONE:
Saw your post about Appointment of Regan Gilbride as Managing Director, Client and Partner Solutions — Investor onboarding scalability challenges.  
Investor onboarding automation platform. 50% faster onboarding.  
Quick chat?