Targeting logic with 54 named, sourced organizations · a campaign calendar keyed to the registration clock · segmented outreach materials with a working personalization demo · a measurement system that tracks revenue pacing and room quality week by week.
The Summit's three audiences pay in different currencies. The ~120 spotlight founders pay in content: they are the curated product on display. Investors pay cash for early access to that product. Corporate strategics, meaning corporate development leaders, corporate venture investors, chief strategy and innovation officers, and senior technology buyers, pay the most and are the hardest seats to earn. Founders and investors have a direct financial reason to attend. A corporate development SVP has fifty conferences competing for her time and a less obvious return, so her seat has to be sold. Strategics are the anchor tenants of the room. Their presence is a large part of what founders come to meet and what investors come to read. Targeting one segment is also a direct answer to the posting's "right mix" goal, because the mix is limited by its scarcest group. Fill the constraint and the rest of the mix follows.
A 1:1 meeting request from a decision-maker is believable because it is expensive for the person requesting it: the ticket costs about $3,000, the two days spend an executive's scarcest resource, and the request itself reveals real buying, partnership, or M&A interest. The Summit's own rules protect that believability by gating seniority: junior professionals in the Rising VC program can attend the programming, but they cannot use the meeting and messaging layer.
The goal of outreach in this segment is therefore to add decision-makers whose meeting activity carries real information. Adding volume without authority would weaken the thing the room sells.
Segment definition used throughout: corporate development and M&A leaders, corporate venture and strategic-investment partners, chief strategy, innovation, and digital officers, and senior technology buyers at the CIO, CISO, and CTO level of large enterprises. This matches the FAQ's "corporate executives" and "C-suite" categories. It excludes service providers, who are priced separately, and junior staff, whom the Summit gates by design.
Every organization below is anchored to public evidence that can be checked, with no guessed names and no invented programs. The four sourcing pools each answer a different question about why an organization belongs in this specific room. Individual people are deliberately left out in favor of role targets, because people change jobs and the seat at the company is the durable target. The first action in the role would be to reconcile this list against the CRM and add the lapsed-attendee reactivation pool that public data cannot show.
Each organization is scored 1–5 on three dimensions and tiered by the weighted composite score. The weights and thresholds are editable inputs in the companion workbook, so the whole list re-tiers when the team's judgment differs from mine. In places it should, and that is what the model is for.
How closely the organization's buying and investing areas overlap with what the 2027 room is selling: March's enterprise AI, data infrastructure, cybersecurity, fintech, and health and science AI portfolios. An organization that is a named customer of a portfolio company scores a 5 by definition, because the fit is already proven.
Evidence that the organization is actively buying, investing, or building in the areas the Summit covers. Only actions that cost the organization real money or time are counted: a closed acquisition, a new fund, a named deployment of a portfolio company's product, or active hiring for the function. Actions like these prove the interest is real in a way that press quotes cannot. Signals are limited to 2024 through 2026 and each one carries a date and a source, because interest fades.
Whether the target seat controls budget, partnership, or M&A decisions, and how realistically we can reach that seat through geography, alumni ties, or portfolio relationships. A seat that can only influence decisions scores low on purpose, because a meeting booked by someone without authority adds noise to the signal the room produces.
Filter by pool or tier. Tier assignment: composite ≥ 4.2 → Tier 1 (white-glove: Partner-signed note + VP follow-up) · ≥ 3.5 → Tier 2 (high-touch personalized sequence) · below → Tier 3 (scaled segmented campaign + Sales Navigator). Full sourcing detail lives in the workbook.
| Organization | Pool | Sector | Target seat(s) | Why this room · 2024–26 signal | Score | Tier |
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Showing what was cut, and why, is part of list hygiene:
Registration for 2027 opens September 2026 and doors open March 9–10, 2027. The published price tiers give the campaign built-in urgency, because every phase below ends at a real deadline. The structure mirrors the published 2026 rates: $2,795 early, then $2,995 general, then $3,195 late.
Every number above is a labeled, editable assumption in the workbook's Pipeline Math sheet. The value is the machine itself: replace any assumption with a CRM actual and the coverage math updates. The weekly goal curve and actuals template are in the Weekly Pacing sheet.
A plan is only as strong as the team's ability to ship it. Each component of this plan maps to a tool I already use and to work I have already shipped, so executing it requires no agency and no additional hire:
When a corporate development executive asks ChatGPT, Claude, or Perplexity which technology conferences are worth attending in 2027, the Summit should be part of the answer. The inputs are classic SEO discipline aimed at a new target: consistent entity descriptions of the Summit across the web, structured data on the site, and citable third-party coverage that assistants can quote.
Measurement in this channel is still early everywhere, so I would run it as a test: track AI-referred sessions in GA4, watch branded search lift, and spot-check the major assistants monthly using the questions a strategic would actually ask. I run this exact playbook for In-service today, and it has already led to orders placed by customers who found us through AI services such as ChatGPT. The Summit version starts from a working checklist rather than a blank page.
Segmentation only works if it is cheap to run, so everything below shares one skeleton with swappable proof blocks. In production these ship as custom-coded, mobile-tested HTML templates that I build in-house in Mailchimp or Klaviyo, with merge blocks keyed to a CRM vertical field, so design capacity is never the bottleneck. On this page they are live. Pick a buyer and watch the sequence re-render:
The rate rises, and the meeting calendars start filling. Attendees who register early book the strongest 1:1 schedules through the Summit app, and late registrants inherit what is left.
The early rate ($2,795) holds through October 31. Request your invitation →
The spotlight list is out, with more than 120 hand-picked companies.
Reply to this note and we'll build you a draft two-day meeting plan around your priorities before you commit. Request your invitation →
Drafted by Platform for each target with a research brief attached, then sent from the Investment Partner who owns the relationship. It is kept to five sentences and written to read like a personal note rather than a campaign.
Who's in the room: the strategics edition. Every March, the fastest sourcing week in enterprise technology happens in Santa Monica. The room includes corporate development teams from companies that have acquired March Capital portfolio businesses, corporate venture partners deploying billion-dollar AI funds, and executives whose companies appear by name in our portfolio's customer stories.
They come for the same reason founders and investors do: 1,200 senior people, 120+ hand-picked companies, and a meeting app that turns two days into a quarter's worth of qualified pipeline. Big enough to network, small enough to connect.
Registration for March 9–10, 2027 is open, with early rates through November 1. Request an invitation →
Org-page post: "Corporate development runs on information advantage. For two days each March, the densest version of it sits in one room in Santa Monica: 120+ curated private tech companies, the investors backing them, and the corp dev & CVC leaders deciding what to buy, back, and build next. The Montgomery Summit · March 9–10, 2027. Invitation-only. Link in comments."
Sales Nav DM (after connect): "[Name], I help curate the strategics room at The Montgomery Summit, March Capital's conference of 24 years. Given [Company]'s work in [vertical], you would be a strong fit for the invitation-only corp dev group, and I would be happy to share who is confirmed in your space if that is useful."
Invite-to-follow motion: 250 invites per week from the org page, drawn from the same Sales Navigator role lists. Follower growth compounds into a warm retargeting pool for every future send.
The posting asks for weekly reporting on registration, revenue, and campaign performance. Here is the machine behind that: a goal curve set on day one, actuals recorded against it every Monday, and a rule attached to every metric so that a miss triggers a defined action the same week. The charts below show the illustrative model, and the workbook holds the live template.
The approval gate protects the room's signal quality. A rising request rate paired with a falling approval rate means the list itself is drifting toward the wrong people, and the fix is tighter targeting rather than new messaging.
Pacing: 290 cumulative vs. 296 goal (98%). Revenue $855.5K at current blend. Late tier opened Jan 18; 24 days to doors.
Working: Cyber vertical +14% over curve (Proofpoint-style acquirer angle outperforming) · referral wave 2 at 24% yield · invite-to-follow adding ~180 followers/wk.
Not working: Fintech vertical −9% vs. curve; CTR 1.6% after two sends → proof block swapped to agentic-commerce + CVC peer angle, resend Wednesday.
Asks (2): ① Partner call on two stalled Tier 1 threads (list attached). ② Approve Getty Villa experiential angle for the final-approach sequence.
The brief asked for an AI tool in the process. I used Claude end to end as the operating system for the project: research, verification, modeling, drafting, and the build of this site itself. The same workflow, pointed at internal data, is how I would help build the AI-native operating unit the posting describes.