Skip to main content

Investment Fund Owner Raises More Funds and Makes More Time To Do It

An owner of an investment fund wanted to become more effective in raising capital and more efficient in running his business.

How We Helped

Paula coached the client one-on-one using her proprietary methodology that involved brain/body integration. The coaching exercises and their application to the client’s questions brought to the surface many things the client already was dimly aware of but didn’t realize how those things were affecting his business.

One of the factors was that he had been brought up to be polite, caring and self-effacing. Now, as a grown man, and a business owner, he was still applying this learned behavior which was in direct contrast with his business goals.

As he overcame that habit, he was able to present his investment opportunities more assertively and emphasize his expertise in those areas.

He also learned to be more demanding with his staff to free up his time to focus on his priorities.

Results Achieved

  • As a result of our work, he created a much more convincing pitch for his business and became much more enthusiastic delivering it.
  • He reorganized his team, started to delegate more, which freed up his time to pursue his real mission: attracting new investors.
“Our work together has been life changing.”
Owner, An investment fund. Initials J.L.
Ready to Write Your Success Story?
Let's discuss how we can help your organization achieve similar results