Value-driven focus Target opportunities in software, payments, internet technology and media where Whetstone Capital Advisors seeks durable competitive advantages and secular growth trends, aligning sales conversations with long-term value theses.

Concentrated long bets Identify potential upsell or expansion through deeper engagement around high-conviction ideas in their 15-20 long positions, offering data, analytics, or product enhancements that strengthen core holdings.

Shorts and hedges Propose risk-management solutions, hedging tools, or event-driven opportunities that complement their diversified short portfolio, highlighting how your offerings can mitigate downside in declining industries.

Recent activity Leverage awareness of recent stakes including Atlassian investment and OptimizeRX proxy activity to align outreach with ongoing strategic moves, offering timely insights, research, or partnership opportunities.

Lean operations Talk to efficiency and scalability needs of a small team by presenting streamlined, high-impact solutions (automation, analytics, integrated platforms) that maximize ROI for a boutique investment advisory with revenue in the mid-market range.