Sales Systems for Emerging
Fund Managers
You did not start your fund to become a salesperson.
Your LPs trust you, and the results speak for themselves. But growth still depends on luck and referrals.
And too often, it depends on you.
Is this what capital raising feels like?
Burning time chasing spreadsheets.
Spending $$$ on events with no pipeline.
Not sure what you are doing when you outreach new LPs.
No commercial strategy, just the founder handling all half way.
You are not alone!
This isn’t a sales problem, it’s a systems problem.
How We Build Sales System for Emerging Funds
Strategy
Outreach
CRM & Sales Ops
Align your Capital Raising
to the right Investor
Define your ICP, sharpen your positioning, and realign your messaging around your Investor mandate.
Deploy a Repeatable
Outbound System
Install proven outreach sequences, follow-up workflows, and LinkedIn demand strategies to build a consistent pipeline.
Operationalize Sales with
CRM & Dashboards
Clean up your CRM, build dashboards, and track team activity in real time, so sales no longer lives in a spreadsheet.
Who Is This For?
You’re an emerging fund with $5M+ AUM.
You’ve outgrown referrals and want a real pipeline.
You’re aiming for private capital because your size doesn’t fit institutionals.
You know your current sales strategy isn’t sustainable for onboarding more LPs.
How We Do It
Repeatable
Reliable
Ready to scale
Strategy set up
Phase 1
Ideal investor profile (IIP).
Message Alignment with investment.
Build 2nd brain.
LinkedIn Positioning + Content Activation.
Design of follow up materials.
Build the pipeline
Phase 2
Current Pipeline Audit.
CRM Blue print.
craft lead list and enriched data.
Outreach strategy.
Automated connection request, Follow up and CRM tracking.
Run the Pipeline
Phase 3
CRM implementation and unique workflows.
Daily outreach to potential investors.
LinkedIn content creation.
Pipeline KPIs tracking and dashboards in place.
webinar preparation.
System Handover
Phase 4
Transfer full ownership of the system to your team.
Inhouse team training.
Post Project meetings for system tune-up.
What Will You Accomplish?
A real sales system, not another funnel.
LinkedIn + CRM automation that runs your pipeline.
Clear, compelling messaging that wins meetings.
A repeatable sales playbook your team can run with.
Confidence to hire and onboard commercial talent.
Predictable deal flow (without founder burnout).
What Are Others Saying?
Testimonials
Andres Knows about the niche
Florin is posting!
And more amazing people:
I believe that anyone who learns or gets mentored by Jose has unlocked the success to building a successful career/business ahead.
The automation capabilities are incredible. We've saved countless hours and improved our customer engagement significantly.
Now, on expertise, Jose is a true leader and mentor.
I gained invaluable insights into the intricate world of self branding.
I witnessed significant growth in my networking capabilities, which translated into tangible opportunities.
Jose is an absolute gem of a person, truly committed to helping people and has helped me so much in networking and converting chats to booked calls on here, would highly recommend to anyone!
