“Ugh… I’m going to sound like a broken record.”

If you’ve felt that in a 2nd or 3rd meeting, you’ve probably had the urge to “freshen up” your story just to keep it interesting.

In this episode, Stacy breaks down why that instinct can backfire.

She’s digging into what actually matters in follow-up meetings, especially when new people join, when the sales team thinks “we already covered that,” and when you’re tempted to improvise a whole new version of your story.

Listen in to learn:

• Why “repetitive” might be a you problem (not a them problem)
• Why you don’t want your story to shift too much between meetings
• The simple test for whether you should “run it back” (even in a 3rd meeting
• How to tee up repetition without it feeling awkward

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.

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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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Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap

Most founders lead with the team because they’re trying not to sound egotistical.

But allocators aren’t sitting there thinking, “Wow, great org chart.” They’re thinking: “Do I understand this firm yet?”

In this episode, Stacy breaks down what allocators actually want in the first meeting and why you’re better off leading with a crisp origin story (even if the founder isn’t in the room to tell it).

Listen in to learn:

• How to tell the founder story without it sounding like “me, me, me”

• What to do when you’re not the founder (or the founder isn’t there)

• How co-founders/co-managers can stay aligned on one clear version of the story

• Where to place team so it builds trust instead of overwhelming the opener

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

- - -
Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap

If your meeting goes off the rails, it’s not because your prospects are “unruly.” It’s because no one’s driving.

And with the right moves, you can take the wheel fast without making it weird.

In this episode, Stacy breaks down how to prevent unhelpful tangents before you ever walk in the room (hello, champion prep call) and what to do in real time when someone hijacks the conversation.

Listen in to learn how to:

• Prep with your champion so you walk in knowing who’s who in the zoo (and who might go rogue)

• Use a simple meeting prep doc so everyone stays aligned on the goal, flow, and roles

• Redirect tangents — whether they come from the prospect or your fund manager — without anyone feeling embarrassed (we don’t kick people under the table around here)

• Be the Jimmy Fallon of the meeting who breaks the ice and keeps things moving without making it awkward sauce

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.

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

- - -
Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap