Hi, I’m Dave.
I spent over 25 years in investment management helping RIAs and asset managers grow, with leadership roles at firms including Dimensional Fund Advisors, BlackRock, and Barclays Global Investors. Today, I partner with RIA executives and leadership teams navigating their next stage of growth.
RIA owners and executives benefit the most from sales growth that is structured and repeatable—not dependent on individual selling styles. A defined sales and engagement process creates accountability and reduces key-person risk.
I help firms refine client segmentation and content application. When prospects and existing clients receive the same materials, messaging loses effectiveness and fails to drive action. Segmentation allows firms to apply the right content, to the right audience, at the right time.
Learn more about my professional background
Rapozo Ventures LLC
Rapozo Ventures LLC is a consulting venture founded by David Rapozo to help RIAs, investment professionals and business leaders solve scaleability problems efficiently.
I work with firms like yours on sales process and sales management, client segmentation and content strategy, and investment selection—helping leadership teams refine strategy, improve communication, and create clarity around growth and communication initiatives.
Drawing on more than 30 years of sales and leadership experience leading national distribution and advisor engagement teams, I bring a practical approach to consulting grounded in the same ideas that drove my sales career - trust, clarity, and execution.
My approach emphasizes simplification—focusing teams on what matters most and eliminating unnecessary complexity. The work is often aligned with EOS principles, helping leadership teams establish clear priorities, operating rhythms, and accountability around growth.
Trust, Clarity & Execution
Rapozo Ventures LLC provides consulting services to RIAs seeking clarity around a specific growth challenge or initiative.
Our initial meetings are always free and through our discussions we narrow the issues. My goal is to have each engagement defined by a clear scope, an agreed upon duration, and defined deliverables—allowing firms to address key issues efficiently and effectively.
The approach remains grounded in the same principles that define my approach to Rapozo Ventures; trust, clarity, and execution.
Some Example Engagements
Provided insights to McKinsey & Company via an expert network for an alternative asset manager exploring entry into the RIA channel. The engagement focused on sales team structure and how to develop an annual engagement plan for the asset manager. This also resulted in several follow on discussions with McKinsey.
National Consulting Firm
Advised a PE firm evaluating acquisitions in the wealth management and investment management space. The discussion focused on sales-channel structures, virtual engagement models, staffing ratios & strategic growth planning.
Private Equity Firm
An engagement typically begins with a review of growth priorities, sales execution, and client segmentation. From there, the focus shifts to defining a clear sales process, aligning content and messaging by audience, and establishing simple scorecards and cadence to support execution and accountability.
Representative RIA Engagement
Representative Fractional Sales Management Engagement
A fractional sales management engagement is designed for firms that want greater structure and accountability around growth without adding full-time headcount. The work typically begins with a review of existing sales efforts, roles, and priorities to identify gaps, overlaps, and areas where process can be simplified.
From there, the engagement often focuses on establishing a clear, repeatable sales management framework. This may include defining expectations, clarifying target segments, introducing simple activity scorecards, and creating a regular operating cadence to support coaching and follow-through.
Get in Touch!
Schedule a free 1:1 introductory call with me to discuss your needs. Please call at 630.724.7208, email me at david@rapozoventuresllc.com or click on the button below.
