Tema ETFs $1B AUM Trigger: Fast-Track Institutional Deals
✅ Tema ETFs just cracked $1bn AUM in 2 years. Target Head of Distribution Devan O’Dowd. Pitch integrated distribution & marketing automation. Next steps inside.
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🚀 Battle Card: Tema ETFs
Quick trigger:
👤 Decision Maker in the News
- Devan O’Dowd, Head of Distribution · 🔗 LinkedIn
💡 Why It Matters
- This Tema ETFs sales trigger underscores rapid institutional adoption of active ETFs, highlighting unmet needs in scaling distribution to RIAs and family offices. → Source
🎯 Core Pain Point
- Scaling institutional distribution across RIAs, wirehouses & family offices
- Demonstrating differentiated value amid crowded ETF launches
💰 What to Pitch
Capitalize on this Tema ETFs sales trigger with:
- Primary: Integrated distribution platform → Accelerate RIA onboarding & compliance
- Expansion: Marketing automation suite → Boost targeted outreach & conversion
🗺️ Quick Context
- HQ: New York, NY
- Employees: ≈ 30
- Rev: ≈ $5 M
- Website: temaetfs.com
🤼 Competitive Intel
*Which other vendors you’ll probably face to win Tema ETFs’ distribution & marketing business.*
- Salesforce — CRM / Distribution
- Unique edge: Widest ecosystem of financial services apps
- Evaluated by Head of Distribution for API-driven integration
- Orion Advisor Solutions — RIA Platform
- Unique edge: End-to-end advisor portal & billing
- Evaluated by Director of Operations for advisor adoption rates
- BlackRock Aladdin — Institutional Distribution
- Unique edge: Portfolio analytics + distribution insights
- Evaluated by CIO for risk & performance reporting
- Broadridge — Shareholder Communications
- Unique edge: High-volume proxy & regulatory workflow
- Evaluated by Head of Legal for compliance automation
✅ Do-Now Checklist
Connect with Devan O’Dowd on LinkedIn
Craft first-touch email referencing the Tema ETFs sales trigger
Schedule Day 3 & Day 10 follow-ups in CRM
Next Step
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑<your company>❑
OFFER_BRIEF = ❑integrated distribution & compliance platform❑
PROOF_METRIC = ❑≈25% faster RIA onboarding❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Devan
COMPANY = Tema ETFs
DEPT = Distribution
SIZE = ≈TBD
BOTTLENECK = scaling institutional distribution
EVENT = surpassed $1bn AUM & growth hires
DETAIL = Tema Surpasses $1bn AUM Two Years After Launch
PAIN = scaling your distribution to RIAs & family offices
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250825347849&div=41152219
SIM_CO = Global X ETFs
WIN_METRIC = ≈30% increase in advisor engagement
NEXT_SIZE = ≈10
EMP_EST = ≈30
REV_EST = ≈$5M
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TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈TBD-person Distribution
Devan—noticed your Distribution team is ≈TBD.
That’s when scaling institutional distribution slows growth.
We helped Global X ETFs fix this with integrated distribution & compliance platform.
Result: ≈30% increase in advisor engagement.
Quick call?
PS—next bottleneck hits ≈10.
DM ≤45 words, TONE:
Saw your post about Tema Surpasses $1bn AUM Two Years After Launch — scaling your distribution to RIAs & family offices.
integrated distribution & compliance platform. ≈25% faster RIA onboarding.
Quick chat?