Stephanie Potter
Independent Advisor — Business Development & AI-Enabled Commercial Workflows
New York City Metropolitan Area · 1 connectionNot on Unlinked · Imported profile. Is this you? Claim it
Is this about you? Request removal
About
I'm a business development and commercial strategy leader in market data and index-linked solutions, with 10+ years building senior relationships with global institutional investors: asset owners, asset managers, investment consultants, insurers, and banks. Today, I provide project-based advisory to investment managers building more systematic business development and fundraising operations for values-aligned allocators. Previously, I helped scale S&P Global's climate, energy, and sustainability business from an early-stage platform to ~$375M in annual data revenue across data, index, and ratings services. I commercialized 18+ newly acquired public equity datasets and analytics, and helped build private markets solutions across credit, private equity, infrastructure, and real estate. Beyond relationship management and sales, I drove product feedback loops, contract creation, and go-to-market strategy for new data, analytics, and index launches. Highlights: • Built senior relationships with 200+ institutional allocators across the US, Canada, UK, Netherlands, France, and Japan • Outperformed annual quotas four consecutive years; built and led a 3-person North America sales team • Ma
Experience
Jul 2026
Education
Bachelor's degree Foreign Affairs
Mandarin