Princeton Equity Group Battle Card

🚀 Battle Card: Princeton Equity Group

• Paul Kuppich, Partner and General Counsel · 🔗 LinkedIn

• Brings deep fundraising and legal leadership to scale capital formation and investor partnerships → Source

• Speeding capital formation workflow for $1.6 B AUM

• Streamlining investor relationship management at scale

• Primary: Investor Relations CRM → Accelerate fundraising velocity and transparency

• Expansion: Contract Lifecycle Management → Automate legal processes and reduce GC bottlenecks

• HQ: Princeton, NJ

• Employees: ≈ 60

• Rev: ≈ $40 M

• Website: princetonequity.com

🤼 Competitive Intel

• DealCloud — Investor Relations CRM
• Unique edge: Deal-focused pipeline and fundraising analytics
• Evaluated by Partner & Head of Capital Formation

• Dynamo Software — Portfolio & Investor Management
• Unique edge: Customizable dashboards for multi-location portfolios
• Evaluated by Head of Investor Reporting

• iLEVEL — Investor Reporting
• Unique edge: Real-time performance reporting and benchmarking
• Evaluated by Finance and Investor Relations teams

• Ironclad — Contract Lifecycle Mgmt
• Unique edge: AI-driven contract creation and review
• Evaluated by General Counsel (Paul Kuppich)

• DocuSign — Contract Execution & CLM
• Unique edge: Ubiquitous eSignature with CLM extensions
• Evaluated by Legal Ops for compliance integration

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑<1-line value>❑
PROOF_METRIC  = ❑<metric>❑
CTA_STYLE     = ❑quick_call | case_study❑
TONE          = ❑friendly | punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Paul
COMPANY     = Princeton Equity Group
DEPT        = Legal
SIZE        = ≈ TBD
BOTTLENECK  = capital formation workflow slows
EVENT       = Paul Kuppich joins as Partner & General Counsel
DETAIL      = focus on capital formation and firm strategy
PAIN        = speeding capital formation workflow
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250910672023&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 60
REV_EST     = ≈ $40M

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

Validate any ≈ guesses via SRC.

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

Paul—noticed your Legal team is ≈ TBD.

That’s when capital formation workflow slows growth.

We helped ≈ TBD fix this with ≈ TBD.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about focus on capital formation and firm strategy — speeding capital formation workflow.  
≈ TBD. ≈ TBD.  
Quick chat?```