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A partnership for success

CapitaHQ provides regional business development “sales as a service” activity for leading international solution providers across the investment management industry.

The team at CapitaHQ each have between 10-20 years of experience working for major vendors in Australia/NZ & Asia selling into Investment Banks, Asset Managers, Allocators (Superannuation Funds), Private Banks, Family Offices and Sovereign Wealth Funds.

Who do we speak with?

CapitaHQ primarily partners with institutional-focused solution providers and the service providers surrounding that ecosystem.

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Strong relationships across the investment management industry

At CapitaHQ, our team members have invested years in nurturing robust and trustworthy relationships within their industries. These connections are invaluable assets that we prioritise and cherish. Unlike companies solely focused on cold calling for lead generation, CapitaHQ distinguishes itself by leveraging these authentic relationships to drive success and cultivate genuine partnerships.

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Sales CRM activity

Expect CapitaHQ sales professionals to document all interactions with prospective customers.

Sales CRM activity

Expect CapitaHQ sales professionals to document all interactions with prospective customers.

Stage 1
Pipeline
Stage 2
Qualification
Stage 3
Demo
Stage 4
Proposal
Stage 5
Closed Won

"If it's not in the CRM, it didn't happen"

- Nathan Walker

Roundtable events & conferences

CapitaHQ has a great deal of experience organising and hosting roundtable forums for industry discussion and product launches.
Additionally, we have many years experience at industry conferences across Asia Pacific either as an exhibitor or delegate.

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Regular Networking Events

Sydney, Melbourne, Auckland, Singapore

Key influencers & decision makers

Asset Managers, Allocators / Superannuation Private Wealth