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