PPB Capital Partners Trigger: Bob Oros VP Appointment

🚀 Battle Card

• Bob Oros, Vice Chairman of the Board · 🔗 LinkedIn

• This PPB Capital Partners sales trigger brings an industry powerhouse with 25+ years driving RIA growth → Source

• Scaling differentiated alternative investment solutions efficiently

• Deepening advisor engagement and platform adoption

• Primary: Alternative Investment Platform → Accelerate advisor onboarding & AUM growth

• Expansion: Advisor Engagement Tools → Boost retention & cross-sell revenue

• HQ: Conshohocken, PA

• Employees: ≈ 50

• Rev: ≈ $75 M

• Website: ppbcapitalpartners.com

🤼 Competitive Intel

• iCapital — Alternative Investment Platform
• Unique edge: Institutional-grade tech & global fund access
• Evaluated by COO & Head of Product for scalability

• CAIS — Curated Alt Investment Marketplace
• Unique edge: Pre-screened fund due diligence
• Evaluated by VP Sales & Dir. Wealth Management for deal velocity

• Artivest — Alternative Investment Solutions
• Unique edge: Seamless integration with RIA tech stack
• Evaluated by CIO & Ops for integration ease

• Addepar — Wealth Tech & Reporting
• Unique edge: Unified data & analytics for complex portfolios
• Evaluated by CFO & Head of Ops for reporting depth

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
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OUR_COMPANY   = 
OFFER_BRIEF   = 
PROOF_METRIC  = 
CTA_STYLE     = 
TONE          = 

────────────────────────────
📌 TARGET COMPANY
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NAME        = Bob
COMPANY     = PPB Capital Partners
DEPT        = ≈ TBD
SIZE        = ≈ TBD
BOTTLENECK  = scaling differentiated alternative investment solutions efficiently
EVENT       = Bob Oros appointed Vice Chairman of the Board
DETAIL      = Bob Oros appointed Vice Chairman of the Board
PAIN        = scaling differentiated alternative investment solutions efficiently
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250902610872&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 50
REV_EST     = ≈ $75 M

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

Validate any ≈ guesses via SRC.

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

Bob—noticed your ≈ TBD team is ≈ TBD.

That’s when scaling differentiated alternative investment solutions efficiently slows growth.

We helped ≈ TBD fix this with ❑❑.

Result: ≈ TBD.  
Want the 2-min recap?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about Bob Oros appointed Vice Chairman of the Board — scaling differentiated alternative investment solutions efficiently.  
❑❑. ❑❑.  
Send case study?