122: Your Founder Is Stepping Back—Now What?

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Billion Dollar Backstory

Stacy Havener

123 episodes

3 days ago

Host Stacy Havener brings you the storytelling tips, sales strategies, behavioral secrets, and inspirational stories that help YOU turn your words into dollars. Learn from sales and marketing experts. Meet finance and investment leaders, founders and fund managers who have made it, and the ones on the rise. Because there are people behind the portfolios. Their stories matter. So does yours. Presented by: Ultimus Fund Solutions // www.ultimusfundsolutions.com GemCap // www.geminicapital.ie @stacyhavener // www.billiondollarbackstory.com

All content for Billion Dollar Backstory is the property of Stacy Havener and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Business,

Marketing

122: Your Founder Is Stepping Back—Now What? | Story Snacks Series

Billion Dollar Backstory

6 minutes

1 week ago

122: Your Founder Is Stepping Back—Now What? | Story Snacks Series

The founder is retiring. The team is evolving. The story… gets archived?

Not so fast.

In this episode, Stacy shares what to do before you toss the origin story and how to transition from version 1.0 to 2.0 without losing the magic.

Inside the episode:
• Why “retiring the founder” ≠ “retiring the story”
• How to pull legacy threads into your firm’s next chapter
• What to do if the original story was never that strong to begin with

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