Sales Trigger: Occam Crest Management’s New Advisory Board
Occam Crest Management just formed an advisory board. Engage Mark Cone, Jennifer Foster & Roger Hartley with board portal & analytics pitches. Quick actions to boost your pipeline.
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🚀 Battle Card: Occam Crest Management
Quick trigger:
Use this Occam Crest Management sales trigger to engage on growth governance and portfolio analytics.
👤 Decision Maker in the News
- 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/)
💡 Why It Matters
- Brings decades of wealth management, asset management and investment banking expertise to fuel strategic growth → Source
🎯 Core Pain Point
- Lack of streamlined board communication processes
- Need enhanced portfolio analytics for small and mid-cap investing
💰 What to Pitch
- Primary: Board portal solution → Streamlined advisory board collaboration
- Expansion: Advanced analytics platform → Deeper, timely fundamental insights
🗺️ Quick Context
- HQ: Darien, CT
- Employees: ≈ 15
- Rev: ≈ $30 M
🤼 Competitive Intel
*Which other vendors you’ll probably face to win Occam Crest Management’s business on this Occam Crest Management sales trigger.*
- 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
Connect with all decision makers on LinkedIn (links above)
Generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Stay ahead of the next Occam Crest Management sales trigger—no fluff, all pipeline.
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🧠 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?