If you’re still following the traditional sales funnel framework in 2026, your firm’s growth is sure to stall.

Because the “inverted triangle” view of a funnel is oversimplified, and it’s starting to feel like the fundraising version of that tired investment process slide that makes everyone want to poke their eyes out.

It flops because not everyone in your funnel needs the same thing, and “just checking in” isn’t a follow-up strategy that actually moves people forward.

That’s why in this episode, Stacy’s breaking down what actually works to keep your funnel healthy.

Listen in to learn:

• Why the funnel isn’t a simple inverted triangle (and what it really looks like in practice)
• What people at the top, middle, and bottom of the funnel actually need from you
• The real job of the middle of the funnel (and why most teams ignore it)
• Why filling the top of the funnel is harder than closing deals
• Creative ways to get in front of new prospects (without spammy outreach)
• Why LinkedIn works so well for this when you share the right kind of content

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.

---
Running a fund is hard enough.
Ops shouldn’t be.
Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

- - -
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