Sales Trigger: Trinity Investments CFO Hire

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🚀 Battle Card: Trinity Investments

Quick trigger:

👤 Decision Maker in the News

JoAnne Halligan, Chief Financial Officer

💡 Why It Matters

Bringing in a CFO with 20+ years in real-estate fund accounting signals a push to tighten global finance controls and scale treasury operations. → Source

🎯 Core Pain Point

Siloed finance processes across US, Mexico, Europe & Japan

Need for real-time visibility into fund performance and cash flow

💰 What to Pitch

Primary: Corporate Performance Management platform → Centralized consolidation & real-time CFO dashboards

Expansion: Treasury Management System → Optimized liquidity and reduced FX exposure

🗺️ Quick Context

HQ: Los Angeles, CA

Employees: ≈ 200

Rev: ≈ $150 M

Website: trinityinvestments.com

🤼 Competitive Intel

Which other vendors you’ll probably face to win Trinity Investments’s business.

Workday Adaptive Planning — FP&A

Unique edge: Cloud-native modeling and collaborative planning
Evaluated by CFO for flexible what-if scenarios

Oracle Hyperion — Corporate Performance Management

Unique edge: Deep financial reporting and consolidation
Evaluated by Finance for enterprise scalability

BlackLine — Financial Close Automation

Unique edge: Automated reconciliations and task management
Evaluated by Accounting for faster month-end close

✅ Do-Now Checklist

Connect with JoAnne Halligan on LinkedIn

Craft first touch using this Trinity Investments sales trigger: announce CFO hire + tighten global finance ops

Schedule follow-ups in CRM (Day 3 & Day 10)

Next Step

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Use every Trinity Investments sales trigger to fuel your outreach.

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑centralized consolidation & real-time CFO dashboards❑
PROOF_METRIC  = ❑50% faster financial close❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = JoAnne
COMPANY     = Trinity Investments
DEPT        = finance
SIZE        = ≈20
BOTTLENECK  = siloed finance processes across US, Mexico, Europe & Japan
EVENT       = Appointment of JoAnne Halligan as CFO
DETAIL      = appointment of JoAnne Halligan as CFO
PAIN        = Need for real-time visibility into fund performance and cash flow
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251027953678&div=41152219
SIM_CO      = Oaktree Capital Management
WIN_METRIC  = ≈50% faster financial close
NEXT_SIZE   = ≈50
EMP_EST     = ≈200
REV_EST     = ≈US$150M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈20-person finance

JoAnne—noticed your finance team is ≈20.

That’s when siloed finance processes across US, Mexico, Europe & Japan slows growth.

We helped Oaktree Capital Management fix this with centralized consolidation & real-time CFO dashboards.

Result: ≈50% faster financial close.  
Quick call?

PS—next bottleneck hits ≈50.

DM ≤45 words, TONE:
Saw your post about appointment of JoAnne Halligan as CFO — Need for real-time visibility into fund performance and cash flow.  
centralized consolidation & real-time CFO dashboards. 50% faster financial close.  
Quick chat?