What Havener Capital Partners does

Havener Capital Partners is a sales and marketing consultancy serving boutique investment managers, founded in 2010 by Stacy Havener and headquartered in Newport, Rhode Island. The firm's core offering is the proprietary Billion Dollar Blueprint framework — a story-centered sales and marketing methodology grounded in storytelling, behavioral science, and personal branding — complemented by the StorySales methodology for connecting boutique managers with early-adopter investors. Services are delivered through three engagement tiers: Group Coaching (trainings, workshops, and resources), One-to-One Consulting (direct team access for blueprint implementation), and an Implemented 'Done For You' program (full-service execution of marketing frameworks); these are layered with The Boutique Investment Collective membership program, the annual StorySales Accelerator Summit By The Sea event, and a digital products shop selling templated assets such as the Fact Sheet Power Pack and Investor Meeting Playbook.

The business generates revenue through professional-services engagements (consulting and done-for-you programs), subscription-style group coaching and membership, and one-time digital product licenses priced between $149 and $599. Go-to-market is sales-led and relationship-driven, targeting boutique investment managers across hedge funds, private equity, private credit, and asset management verticals via thought-leadership content (blog, Billion Dollar Backstory podcast), LinkedIn-driven personal branding, free lead magnets, and direct outreach. The firm distributes through direct sales to enterprise boutique clients, the membership community, and an e-commerce shop, and operates as an Institutional Division of Compass Securities Corporation, a FINRA/SIPC member broker-dealer, to enable securities-related services.

The company is privately held and founder-controlled with under 20 employees as of 2024; the leadership team includes CXOs in revenue, marketing, and operations plus CFA-credentialed research and creative/content directors. Customer evidence includes 14 named boutique clients spanning frontier/emerging markets, private credit, sustainable investing, healthcare venture, and CRE credit strategies; the firm cites over $8 billion raised for boutique clients leading to over $30 billion in follow-on AUM and a stated goal of serving 2,030 boutiques by 2030.

Name

Havener Capital Partners

Legal name

Havener Capital Partners LLC

Website

https://havenercapital.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

Havener Capital Partners is a Newport, RI-based sales and marketing consultancy founded in 2010 that helps boutique investment managers (hedge funds, private equity, private credit, and asset managers) raise capital through its proprietary Billion Dollar Blueprint and StorySales methodologies. It serves clients via group coaching, one-to-one consulting, done-for-you programs, a membership collective, digital products, and an annual summit.

Ownership category

akta.pro rank

Product category

Investment Marketing Consulting

NAICS

Investment Banking and Securities Intermediation (523150)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Investment marketing consultancy
• Capital raising services
• Boutique asset management
• Sales and marketing consulting
• Storytelling for investors

Headquarters

HQ city

Braintree

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Others

Revenue model

1. Consulting Services: One-to-one consulting providing sales and marketing support including implementation of blueprints and frameworks for connecting and converting investors
2. Group Coaching Programs: Coaching programs through the Boutique Investment Collective providing trainings, workshops, and resources for investment boutiques
3. Done For You Programs: Fully-implemented marketing programs executing frameworks to build audiences, align with investors, and grow assets
4. Digital Products: Templates and digital resources sold through their shop including fact sheet templates, pitch books, meeting prep materials, and other sales/marketing assets

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

Havener Capital Partners is a sales and marketing consultancy that helps investment boutiques (hedge funds, private equity firms, and small asset managers) grow their businesses and raise capital through story-centered marketing frameworks. The firm delivers three core service tiers — Group Coaching, One-to-one Consulting, and Implemented For You ("done for you") programs — anchored by the proprietary Billion Dollar Blueprint and StorySales methodology, and supported by digital templates, free resources, and a membership community.

Product overview

Havener Capital Partners is a sales and marketing consultancy serving investment boutiques, built around its proprietary Billion Dollar Blueprint methodology grounded in storytelling and behavioral science. The core offering is organized into three service tiers: Group Coaching (trainings, workshops, and resources), One-to-one Consulting (1:1 access to the team for strategy implementation), and Implemented For You (full-service 'done for you' execution). These are supplemented by The Boutique Investment Collective membership program and the StorySales™ Accelerator Capstone Event. The company also operates a digital shop selling templates including the Fact Sheet Power Pack, Investor Meeting Playbook, Scroll Stopper LinkedIn Kit, and Pitch Book Template, along with free resources like the Brand Story Workbook, LinkedIn Checklist, Content Marketing Cheat Sheet, Modern Marketing Video, and LinkedIn On-Demand Webinar. A podcast called 'Billion Dollar Backstory' extends their thought leadership content.

Differentiator

Problem solved

Functional benefit

Products and services

• Group Coaching
• One-to-one Consulting
• Implemented For You (Done For You)
• The Boutique Investment Collective
• Fact Sheet Power Pack
• Investor Meeting Playbook + Template
• Scroll Stopper LinkedIn Kit
• Pitch Book Template
• 1 Hour Consulting for Fact Sheet Power Pack
• Billion Dollar Backstory Podcast
• StorySales Accelerator Capstone Event (Summit By The Sea)

Quantifiable outcome

• Over $8 billion raised for boutique clients, leading to over $30 billion in follow-on AUM
• +1 more outcomes

Named customers14 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature2 records

Partnerships

Two partnerships are on record, tiered minor and core.

• SpreadshopminorOthersMerch fulfillment handled through Spreadshop platform. All Spreadshop policies apply for orders, shipping, and returns.
• StripecoreTechnology or IntegrationSecure payment processing through Stripe for all shop transactions and services. Uses HTTPS and security best practices.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Prosek Partners: Independent financial services PR and marketing firm specializing in asset management, alternatives, and fintech — competes for the same boutique investment-manager clients and marketing budgets as Havener.
• Cognito: Global marketing and communications agency dedicated to financial services, working with asset managers, fintechs, and private equity — directly competes for boutique manager marketing engagements.
• Vested: Financial services content marketing agency that helps financial brands — including investment managers — with storytelling and integrated marketing, overlapping with Havener's story-centered methodology.
• RF|Binder: Communications and marketing firm specializing in financial services and clean energy, with a content-and-storytelling approach comparable to Havener's Billion Dollar Blueprint.
• BackBay Communications: Boston-based financial services PR and marketing agency serving asset managers, hedge funds, private equity firms, and fintech — directly comparable to Havener's boutique investment-manager marketing focus.

Broad incumbents

• Casey Quirk (Deloitte): Deloitte-owned strategy consulting firm focused on investment management — competes for the same boutique manager buyer on distribution and growth strategy, but as part of a much larger professional services platform.
• Edelman Financial Services & Risk: Global communications giant with a dedicated Financial Services & Risk practice serving asset managers, banks, and insurers — broader incumbent alternative to Havener's boutique specialization.

Emerging players

• FundFire: Financial news and content platform serving hedge funds and asset managers — adjacent to Havener's content-marketing model and shares the same boutique manager audience.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/HavenerCapital

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Havener Capital Partners