CA Personas
This buyer persona wants NDAs processed quickly so their team can diligence deals.
Who is the investment professional?
This use case enables more efficient ad spend.
What is audience targeting?
This buyer persona's core job is to maintain relationships with LPs and manage the re-up and co-investment process.
Who is the head of investor relations?
Product marketing is currently documenting personas that are all of this type.
What are buyer personas?
This buyer persona analyzes and supports the activities, operations, reporting obligations, and transactions of the firm's business lines to ensure that tax consequences and reputational risks are evaluated appropriately.
Who is the head of tax?
When negotiating NDAs are a legal team responsibility, it usually falls on this buyer persona.
Who is the associate general counsel?
This use case ensures companies are giving buyers value-add materials that gives them the information they're after over the course of the buying journey.
What is content development?
This buyer persona often provides financial leadership to portfolio companies, such as developing and implementing financial strategies, preparing financial statements, and managing cash flow.
What is the CFO / VP of finance / head of finance?
Buyer personas are a component of an effective strategy of this type.
What is a product marketing strategy?
This persona is involved in the buying decision at smaller firms, makes up the most senior firm partners, and is often made up of the founders.
Who are the managing partners?
This buyer persona is responsible for sourcing deals and maintaining deal flow.
Who is the business development professional?
Buyer personas can increase the effectiveness of these kinds of sales motions, which at Ontra typically happen during and after customer business reviews.
What is up-selling or cross-selling?
This buyer persona is responsible for establishing standards and implementing procedures to ensure that compliance programs throughout the firm are effective and efficient.
Who is a chief compliance officer?
Ontra's first phase of buyer personas deliverables will be for these two products.
What are Contract Automation and Insight?
This buyer persona provides strategic planning, financial management, and technology expertise that enables legal teams to focus on providing legal advice.
Who are legal ops?
This buyer persona wants their function to be more strategically important and value-generative to dealmaking, among other firm activities.
What is the general counsel?
This use case strengthens sales' ability to identify prospect problems in an initial conversation and frame up Ontra's products as a solution.
What is discovery?
This buyer persona wears many hats. They often work closely with deal teams, provide advice on governance, investor relations, and reputational issues, and can advise portfolio companies on an interim basis.
Who is the general counsel?
Buyer personas document needs, pain points, information sources, and how buyers ____.
What is buy?
This buying persona is often responsible for overseeing and managing internal operations, human resources, facilities, bank accounts, IT, external reporting, and other areas.
Who is the chief operating officer?
This buyer persona exists at some larger firms, has a cost-savings focus, and when involved can put a significant drag on sales processes.
What is the head of procurement?
This use case helps customers understand the value in a new feature and ultimately leads to greater _____.
What is adoption?
These two buyer persona hats are often worn by one person at medium and small firms.
What are the general counsel and chief compliance officer personas?
Phase I deliverables include buyer personas, journey maps, buying committee maps, and ____.
What is persona-based messaging?
This buyer persona often has direct or at least indirect exposure to the problems that all three of our products solve.
Who is the general counsel?