Sales Trigger: The O.H.I.O. Fund Hits $238M
One-year, $106M close. $238M AUM. Ray Leach needs real-time fund analytics. Pitch instant dashboards. Expand with AI deal sourcing. Dial for deal flow.
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🚀 Battle Card: The O.H.I.O. Fund
Quick trigger: One-year milestone with $106 M Impact Fund close and $238 M total raised (Aug 11, 2025)
👤 Decision Maker in the News
💡 Why It Matters
- This The O.H.I.O. Fund sales trigger shows their rapid fund growth and signals a need for scalable portfolio analytics to manage $238 M across 19 deals. → Source
🎯 Core Pain Point
- Lack of real-time portfolio insights slows investment decisions
- Inefficient deal sourcing workflows limit access to high-impact opportunities
💰 What to Pitch
- Primary: Portfolio Analytics Platform → Instant fund performance dashboards
- Expansion: AI-Driven Deal Sourcing Tool → Expanded pipeline quality & volume
🗺️ Quick Context
- HQ: Cleveland, OH
- Employees: ≈ 10
- Rev: ≈ $5 M
- Website: theohiofund.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win The O.H.I.O. Fund’s business.
- Allvue — Portfolio Management
- Unique edge: Integrated fund accounting & reporting
- Evaluated by President & CIO for consolidation capabilities
- eFront — Portfolio Management
- Unique edge: Advanced private markets analytics
- Evaluated by VP Ops for risk modeling depth
- PitchBook — Deal Sourcing
- Unique edge: Comprehensive company & investor database
- Evaluated by Director of Investments for opportunity alerts
- Salesforce — CRM / Deal Tracking
- Unique edge: Customizable workflows & integrations
- Evaluated by Head of Ops for outreach automation
✅ Do-Now Checklist
Connect with Ray Leach on LinkedIn (link above)
Tailor pitch using The O.H.I.O. Fund sales trigger: reference their $106 M close and $238 M milestone
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
Use each The O.H.I.O. Fund sales trigger to power your outreach—no fluff, all pipeline.
Subscribe to NewsletterForLeads
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑<your company>❑
OFFER_BRIEF = ❑Portfolio Analytics Platform❑
PROOF_METRIC = ❑30% faster reporting❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Ray
COMPANY = The O.H.I.O. Fund
DEPT = ≈ Investment
SIZE = ≈ 9
BOTTLENECK = Lack of real-time portfolio insights
EVENT = One-year milestone fund close
DETAIL = your one-year milestone with $106M fund close
PAIN = Lack of real-time portfolio insights
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250811597395&div=41152219
SIM_CO = ≈ XYZ Capital
WIN_METRIC = ≈ 30% faster reporting
NEXT_SIZE = ≈ 20
EMP_EST = ≈ 9
REV_EST = ≈ $5M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ 9-person ≈ Investment
Ray—noticed your ≈ Investment team is ≈ 9.
That’s when Lack of real-time portfolio insights slows growth.
We helped ≈ XYZ Capital fix this with Portfolio Analytics Platform.
Result: ≈ 30% faster reporting.
Quick call?
PS—next bottleneck hits ≈ 20.
DM ≤45 words, TONE:
Saw your post about your one-year milestone with $106M fund close — Lack of real-time portfolio insights.
Portfolio Analytics Platform. 30% faster reporting.
Quick chat?