Pipeline Blitz: CIFC IR & Marketing Trigger

New CIFC AM hire cracks open IR & marketing deal flow. Pitch IR platforms & automation with our battle card & checklist.

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๐Ÿš€ Battle Card: CIFC Asset Management

Quick trigger:
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๐Ÿ‘ค Decision Maker in the News
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๐Ÿ’ก Why It Matters
  • This strategic hire accelerates global investor outreach and aligns marketing with growth targets โ†’ Source
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๐ŸŽฏ Core Pain Point
  • Scaling investor communications effectively โ€“ key for this CIFC Asset Management sales trigger
  • Enhancing product launch visibility to capture more institutional capital
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๐Ÿ’ฐ What to Pitch
  • Primary: Investor Relations Platform โ†’ personalized engagement at scale
  • Expansion: Marketing Automation & Analytics โ†’ accelerated campaign rollout
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๐Ÿ—บ๏ธ Quick Context
  • HQ: New York, NY
  • Employees: โ‰ˆ 200
  • Rev: โ‰ˆ $100 M
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๐Ÿคผ Competitive Intel

*Which other vendors youโ€™ll probably face to win CIFC Asset Managementโ€™s business.*
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  • Salesforce โ€” CRM/Marketing Automation
    • Unique edge: Vast ecosystem + AI-driven insights
    • Evaluated by Global Head of Marketing for integration
  • HubSpot โ€” Inbound Marketing Platform
    • Unique edge: Ease of use + content management
    • Evaluated by Investor Relations for lead nurturing
  • Q4 Inc โ€” Investor Relations Platform
    • Unique edge: Specialized IR communications
    • Evaluated by IR team for board reporting
  • Nasdaq IR Insight โ€” IR & Disclosure Management
    • Unique edge: Exchange data integration
    • Evaluated by Finance for compliance
  • Marketo โ€” Marketing Automation
    • Unique edge: Enterprise-grade campaign management
    • Evaluated by Product Marketing for scalability
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โœ… Do-Now Checklist

Connect with Eamon Heavey on LinkedIn
Tailor outreach around the CIFC Asset Management sales trigger
Pitch IR platform and marketing automation in first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
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Next Step

Get more CIFC Asset Management sales trigger intel dailyโ€”no fluff, all pipeline. Subscribe to NewsletterForLeads
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๐Ÿง  Copy My Prompt for Personalized Cold Outreach

โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
โœ๏ธ YOUR COMPANY
โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
OUR_COMPANY   = โ‘<your company>โ‘
OFFER_BRIEF   = โ‘<1-line value>โ‘
PROOF_METRIC  = โ‘<metric>โ‘
CTA_STYLE     = โ‘quick_callโ‘
TONE          = โ‘friendlyโ‘

โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
๐Ÿ“Œ TARGET COMPANY
โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
NAME        = Eamon
COMPANY     = CIFC Asset Management
DEPT        = Marketing
SIZE        = 10
BOTTLENECK  = scaling investor communications effectively
EVENT       = Appointment of Eamon Heavey as Global Head of Marketing and Investor Relations
DETAIL      = appointed as Global Head of Marketing and Investor Relations
PAIN        = difficulty scaling investor communications effectively
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250915674573&div=41152219
SIM_CO      = Man Group
WIN_METRIC  = โ‰ˆ TBD
NEXT_SIZE   = โ‰ˆ TBD
EMP_EST     = โ‰ˆ200
REV_EST     = โ‰ˆ100M

โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
TASK FOR CHATGPT
โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
Role: โ€œNewsletterForLeads SDR-Assistโ€.

Validate any โ‰ˆ guesses via SRC.

EMAIL  (keep breaks):
Subject: 10-person Marketing

Eamonโ€”noticed your Marketing team is โ‰ˆ 10.

Thatโ€™s when scaling investor communications effectively slows growth.

We helped Man Group fix this with โ‰ˆ TBD.

Result: โ‰ˆ TBD.  
Quick call?

PSโ€”next bottleneck hits โ‰ˆ โ‰ˆ TBD.

DM โ‰ค45 words, TONE:
Saw your post about appointed as Global Head of Marketing and Investor Relations โ€” difficulty scaling investor communications effectively.  
โ‰ˆ TBD. โ‰ˆ TBD.  
Quick chat?

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