DiscoverBillion Dollar Backstory106: Want That Investor Lunch? Here’s What to Do First | Story Snack Series
106: Want That Investor Lunch? Here’s What to Do First | Story Snack Series

106: Want That Investor Lunch? Here’s What to Do First | Story Snack Series

Update: 2025-07-16
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Headed to a new city and thinking, “Should I try to book lunch with that allocator?” Not so fast.

If your first email is a wall of text with your bio, your strategy, and your lunch plans all crammed in… it’s probably going straight to the trash.

The good news is that there’s a better way to warm up new prospects, and in this episode, Stacy is breaking down exactly how she extends invitations to brand new contacts without coming across as pushy. 

She’s covering: 

  • Why your outreach isn’t landing and how to fix it
  • Stacy’s “give, give, give, ask” framework for landing meetings (even with complete strangers) 
  • Smart, simple ways to show up before sending your invitation (so it doesn’t feel like a pitch slap) 

This is Story Snacks, a bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in under 20 minutes a week.

Want More Help With Storytelling?

 

 +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe  

 

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Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership




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Running a fund is hard enough.
Ops shouldn’t be.
Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

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106: Want That Investor Lunch? Here’s What to Do First | Story Snack Series

106: Want That Investor Lunch? Here’s What to Do First | Story Snack Series

Stacy Havener