Building a pipeline from scratch for a regional asset manager entering a new market
The Challenge
No existing relationships in the target market. A credible product with no local presence or profile.
Our Approach
Dossier Method applied to 40 qualified prospects. Outreach sequenced over 12 weeks. Three parallel Ground to Stage engagements to build standing.
The Outcome
Six meetings secured in the first quarter. Two converted to mandates within six months.