Havener Capital Partners

Havener Capital Partners helps boutique investment firms with sales, marketing and raising capital. Stacy Havener set it up in 2010, and the team works with portfolio managers who would rather spend their time investing than promoting their funds.

Products and services

• Group coaching: training sessions, workshops and resources built around the firm's own growth blueprint.
• One-to-one consulting: direct access to the team to help put the blueprint and its frameworks into practice.
• Managed programme: the team runs the frameworks itself to build an audience, generate leads and set up investor meetings.
• Content marketing: story-led campaigns that put boutiques in front of suitable investors.
• Online course: a capital-raising course taught by the founder.
• Templates: ready-made materials for boutiques, such as a LinkedIn profile kit.

Who it serves

The firm works only with investment boutiques, including managers launching new funds, and aims to help them compete with much larger asset managers.

Key facts

• Founded: 2010, by Stacy Havener
• Leadership: Stacy Havener as founder and CEO, with a director of research, a chief revenue officer and directors of operations and content