Battle Card: TritonPoint Partners Sales Trigger

🚀 Battle Card: TritonPoint Partners

• Greg Powers, Partner and Managing Director 🔗 [LinkedIn](https://www.linkedin.com/company/tritonpoint-partners/)

• This TritonPoint Partners sales trigger signals a major operational ramp-up in Scottsdale and San Diego, driven by $280 M AUM and deep private-markets expertise. → Source

• Siloed multi-custodian workflows blocking efficient scale

• Lack of in-house analytics for complex private-markets mandates

• Primary: End-to-end advisory ops platform → Unified workflows and faster office rollouts

• Expansion: Advanced portfolio analytics toolkit → Deeper private-markets insights and custom reporting

• HQ: Chevy Chase, MD

• Employees: ≈ 60

• Rev: ≈ $15 M

• Website: [tritonpointpartners.com](https://www.tritonpointpartners.com/)

🛒 In-Market Vendors

• [envestnet.com](https://www.envestnet.com)

• [orionadvisor.com](https://www.orionadvisor.com)

• [salesforce.com](https://www.salesforce.com)

• [workday.com](https://www.workday.com)

• [bamboohr.com](https://www.bamboohr.com)

• [adp.com](https://www.adp.com)

🤼 Competitive Intel

• Envestnet — Ops Platform
• Unique edge: End-to-end multi-custodial integrations
• Evaluated by Greg Powers for centralized operations oversight

• Orion Advisor — Ops Platform
• Unique edge: Automated billing & reconciliations
• Evaluated by CIO for scaling new offices

• Salesforce — CRM
• Unique edge: Customizable client engagement workflows
• Evaluated by Partner & MD for advisor growth strategy

• Workday — HRIS
• Unique edge: Scalable benefits & payroll across states
• Evaluated by Partner & MD for AZ/CA hiring needs

• BambooHR — HRIS
• Unique edge: Intuitive recruiting & onboarding UX
• Evaluated by HR leads for small advisor teams

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Unified advisory ops platform❑
PROOF_METRIC  = ❑30% faster office rollouts❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Greg
COMPANY     = TritonPoint Partners
DEPT        = Ops & Supply Chain
SIZE        = ≈ 60
BOTTLENECK  = Siloed multi-custodian workflows blocking efficient scale
EVENT       = Greg Powers Joins TritonPoint Partners as Partner and Managing Director
DETAIL      = Expanding Presence in Arizona and California
PAIN        = Lack of in-house analytics for complex private-markets mandates
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251007681422&div=41152219
SIM_CO      = Envestnet
WIN_METRIC  = 30% faster office rollouts
NEXT_SIZE   = ≈ 100
EMP_EST     = ≈ 60
REV_EST     = ≈ $15 M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 60-person Ops & Supply Chain

Greg—noticed your Ops & Supply Chain team is ≈ 60.

That’s when Siloed multi-custodian workflows blocking efficient scale slows growth.

We helped Envestnet fix this with Unified advisory ops platform.

Result: 30% faster office rollouts.  
Quick call?

PS—next bottleneck hits ≈ 100.

DM ≤45 words, TONE:
Saw your post about Expanding Presence in Arizona and California — Lack of in-house analytics for complex private-markets mandates.  
Unified advisory ops platform. 30% faster office rollouts.  
Quick chat?```