Quota Alert: Windjammer Capital Sales Trigger

🚀 Battle Card

🚀 Battle Card: Windjammer Capital

• Evan Klebe, Managing Director · 🔗 LinkedIn

• Beth Lesniak, Principal · 🔗 LinkedIn

• Meredith Stein, Head of Investor Relations · 🔗 LinkedIn

• This Windjammer Capital sales trigger signals a push to deepen deal sourcing and enhance LP engagement across middle-market niches. → Source

• Scaling senior investment coverage in targeted sectors (advanced manufacturing, specialty distribution, business services)

• Strengthening investor relations to drive fundraising and limited partner engagement

• Primary: Executive Search & Onboarding Solutions → Accelerate senior talent acquisition and integration

• Expansion: Investor Relations Platform → Streamline LP communications and fundraising workflows

• HQ: Newport Beach, CA & Waltham, MA

• Employees: ≈ 60

• Rev: ≈ $25 M

• Website: windjammercapital.com

🤼 Competitive Intel

• eFront — Private equity fund administration
• Unique edge: Integrated fundraising & LP reporting
• Evaluated by Head of Investor Relations for data precision

• iLEVEL — Portfolio monitoring & reporting
• Unique edge: Real-time performance dashboards
• Evaluated by Managing Director for deal visibility

• Allvue Systems — Investment management suite
• Unique edge: End-to-end capital markets workflows
• Evaluated by Principal for scalability

• Korn Ferry — Executive Search
• Unique edge: Global senior talent network
• Evaluated by Managing Director for leadership hires

• Spencer Stuart — Executive Search
• Unique edge: Sector-specific expertise
• Evaluated by Principal for industry fit

• Heidrick & Struggles — Executive Search
• Unique edge: Leadership advisory services
• Evaluated by Head of Investor Relations for comms roles

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑ ❑
OFFER_BRIEF   = ❑Executive Search & Onboarding Solutions❑
PROOF_METRIC  = ❑40% reduction in time-to-fill senior roles❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Evan
COMPANY     = Windjammer Capital
DEPT        = investment
SIZE        = ≈ 15
BOTTLENECK  = scaling senior investment coverage
EVENT       = expansion of senior investment team
DETAIL      = addition of Evan Klebe and Beth Lesniak; Meredith Stein joins as Head of Investor Relations
PAIN        = scaling senior investment coverage across key sectors
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251028464602&div=41152219
SIM_CO      = Norwest Equity Partners
WIN_METRIC  = 40% faster time-to-fill senior roles
NEXT_SIZE   = ≈ 30
EMP_EST     = ≈ 60
REV_EST     = ≈ $25M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 15-person investment

Evan—noticed your investment team is ≈ 15.

That’s when scaling senior investment coverage slows growth.

We helped Norwest Equity Partners fix this with Executive Search & Onboarding Solutions.

Result: 40% faster time-to-fill senior roles.  
Quick call?

PS—next bottleneck hits ≈ 30.

DM ≤45 words, TONE:
Saw your post about addition of Evan Klebe and Beth Lesniak; Meredith Stein joins as Head of Investor Relations — scaling senior investment coverage across key sectors.  
Executive Search & Onboarding Solutions. 40% reduction in time-to-fill senior roles.  
Quick chat?