Sales Trigger: Occam Crest Management’s New Advisory Board

🚀 Battle Card: Occam Crest Management

• Mark Cone, Advisory Board Member · 🔗 [LinkedIn](https://www.linkedin.com/company/occam-crest-management/)

• Jennifer Foster, Advisory Board Member · 🔗 [LinkedIn](https://www.linkedin.com/company/occam-crest-management/)

• Roger Hartley, Chair of Advisory Board · 🔗 [LinkedIn](https://www.linkedin.com/company/occam-crest-management/)

• Brings decades of wealth management, asset management and investment banking expertise to fuel strategic growth → Source

• Lack of streamlined board communication processes

• Need enhanced portfolio analytics for small and mid-cap investing

• Primary: Board portal solution → Streamlined advisory board collaboration

• Expansion: Advanced analytics platform → Deeper, timely fundamental insights

• HQ: Darien, CT

• Employees: ≈ 15

• Rev: ≈ $30 M

• Website: [occamcrest.com](https://www.occamcrest.com/)

🤼 Competitive Intel

• Diligent — Board Portal
• Unique edge: robust compliance & security
• Evaluated by Chair of Advisory Board for governance controls

• BoardEffect — Board Portal
• Unique edge: intuitive UX for non-tech execs
• Evaluated by Advisory Board Members for ease of use

• OnBoard — Board Portal
• Unique edge: real-time collaboration tools
• Evaluated by Managing Partner for efficiency

• Bloomberg — Portfolio Analytics
• Unique edge: real-time market data feed
• Evaluated by Co-CIO for research breadth

• FactSet — Portfolio Analytics
• Unique edge: integrated fundamental datasets
• Evaluated by Senior Analyst for deep research

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

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

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Mark
COMPANY     = Occam Crest Management
DEPT        = Advisory Board
SIZE        = 3
BOTTLENECK  = Lack of streamlined board communication processes
EVENT       = Advisory Board formed
DETAIL      = Forming Advisory Board to Support Growth and Development
PAIN        = Lack of streamlined board communication processes
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251007543110&div=41152219
SIM_CO      = Causeway Capital Management
WIN_METRIC  = 50% faster board meeting prep time
NEXT_SIZE   = 5
EMP_EST     = ≈ 15
REV_EST     = ≈ $30M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: 3-person Advisory Board

Mark—noticed your Advisory Board team is ≈ 3.

That’s when Lack of streamlined board communication processes slows growth.

We helped Causeway Capital Management fix this with ❑❑.

Result: 50% faster board meeting prep time.  
Want the 2-min recap?

PS—next bottleneck hits ≈ 5.

DM ≤45 words, TONE:
Saw your post about Forming Advisory Board to Support Growth and Development — Lack of streamlined board communication processes.  
❑❑. ❑❑.  
Send case study?