Potion

How Potion fits at Pinnacle Wealth Advisory

A capital raise lives or dies on who you can reach in the first two weeks. The partners used to build target lists by hand from memory and old spreadsheets.

1. The mandate brief becomes a search: sector, cheque size, region. Potion (personalised AI sales videos) builds the first list in an afternoon.
2. Every contact goes into the group CRM with the mandate tag, so two partners never pitch the same family office.
3. Replies, silences and bounces come back as a pipeline, and the Monday call runs off that pipeline instead of a feeling.

What changed: The first two weeks of a raise are now a list and a schedule, not a scramble.

Lesson: Write the ideal investor down before you search for them. The tool is only as good as the brief.

Group playbook: how this job is set up across the Adnan Feroz Group companies. The method, not measured results.