December 17, 2024 |

Mastering Private Fundraising: Relationship Building, Market Shifts, and Sales Strategy with Nancy Vailakis

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About The Episode

In this episode, Dan DiDomenico, President of Dakota, interviews Nancy Vailakis, Principal of Ancram IRBD, about navigating the challenges of the private funds industry. With over 18 years of experience, Nancy shares insights on fundraising strategies, adapting to market shifts, and building long-term investor relationships. She highlights the growing demand for niche strategies, the importance of tailoring pitches to LP needs, and leveraging tools like CRMs for efficiency. Nancy also offers advice on professionalism, preparation, and resilience in sales. This episode is a must-listen for investment professionals seeking practical tips and industry expertise.

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Transcript

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