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Private equity vc customer success
- 2. SALES SOLUTIONS©2013 LinkedIn Corporation. All Rights Reserved.
Leading Firm in Private Equity/Venture Capital Space Leverages
Sales Navigator to Build Trust and Credibility with Prospects
Challenge:
Investment advisors spend significant time sourcing and qualifying potential deals and
sometimes struggle to make contact with target companies.
Solution:
With Sales Navigator, advisors and investors can leverage mutual connections to get warm
introductions to targets, securing more meetings and facilitating open discussions.
Results:
TeamLink surfaces the firm’s professional connections so investors can ask for warm
introductions, thereby increasing the likelihood of setting a meeting and cutting down on
the time it takes to initiate contact.
Investors reference targets’ LinkedIn profiles for background before a first interaction,
leading to more productive meetings and helping to establish the investor’s credibility.
Having a shared connection builds trust and creates a much more open dialogue,
advancing the relationship and ultimately, the investment process.
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- 3. SALES SOLUTIONS©2013 LinkedIn Corporation. All Rights Reserved.
“Within the Financial Services
industry, deals originate from
strong relationships. The
value of a mutual connection
cannot be over-emphasized.”
-Private Equity Investment Professional