Summit Park Battle Card: 3× Deal Flow Trigger
Charlie Griffin lands at Summit Park. Ramp up lower-middle-market deal flow. Pitch our 3× Deal Sourcing Platform. Tag, dial, close.
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🚀 Battle Card: Summit Park
Quick trigger:
👤 Decision Maker in the News
- Charlie Griffin, Principal
💡 Why It Matters
- Bringing decade-plus PE experience to ramp up deal sourcing and portfolio value creation. This Summit Park sales trigger underscores their push to dominate lower middle market deal flow. → Source
🎯 Core Pain Point
- Inefficient deal sourcing in a crowded lower middle market
- Lack of real-time portfolio performance insights for value creation
💰 What to Pitch
- Primary: Deal Sourcing Platform → Accelerate pipeline discovery by 3×
- Expansion: Portfolio Intelligence Suite → Boost exit multiples with data-driven ops
🗺️ Quick Context
- HQ: Charlotte, NC
- Employees: ≈ 25
- Rev: ≈ $50 M
- Website: summitparkllc.com
🤼 Competitive Intel
*Which other vendors you’ll probably face to win Summit Park’s business.*
- DealCloud — CRM / Dealflow
- Unique edge: Flexible, PE-optimized pipeline workflows
- Evaluated by Principal & Head of Origination
- https://www.dealcloud.com
- Navatar — CRM / Fundraising
- Unique edge: Cloud-native TCO advantage for mid-market firms
- Evaluated by CFO & COO
- https://www.navatar.com
- eFront — Portfolio Management
- Unique edge: Deep LP reporting and compliance modules
- Evaluated by Finance & Ops
- https://www.efront.com
- iLEVEL (S&P Global) — Portfolio Monitoring
- Unique edge: Real-time KPI dashboards across all deals
- Evaluated by Portfolio Ops & IT
- https://www.spglobal.com
✅ Do-Now Checklist
Connect with Charlie Griffin on LinkedIn
Craft first touch referencing this Summit Park sales trigger
Generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch
Use the Summit Park sales trigger in your CRM to tag prospects
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑Deal Sourcing Platform❑
PROOF_METRIC = ❑3× faster pipeline discovery❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Charlie
COMPANY = Summit Park
DEPT = ≈ TBD
SIZE = ≈ TBD
BOTTLENECK = inefficient deal sourcing
EVENT = Charlie Griffin joins Summit Park as Principal
DETAIL = Charlie Griffin joins as Principal
PAIN = inefficient deal sourcing in the lower middle market
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250918490806&div=41152219
SIM_CO = Avesi Partners
WIN_METRIC = 3× faster pipeline discovery
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ TBD
REV_EST = ≈ TBD
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ TBD-person ≈ TBD
Charlie—noticed your ≈ TBD team is ≈ TBD.
That’s when inefficient deal sourcing slows growth.
We helped Avesi Partners fix this with Deal Sourcing Platform.
Result: 3× faster pipeline discovery.
Quick call?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about Charlie Griffin joins as Principal — inefficient deal sourcing in the lower middle market.
Deal Sourcing Platform. 3× faster pipeline discovery.
Quick chat?