Translating long-term pitch to short-term one

I am trying to cold email a PM at a multi-manager a pitch. 

I have a profound understanding of this business from my current career as a very long-term concentrated investor. And I have a pitch focused on the more duration-heavy funds.

My question is, what exactly is an MMPM going to look for? Of course I need to be thinking of near-term KPIs. Maybe it's a specific quarterly lap. But would they expect a granular EPS build for the next, say, two quarters? I simply can't fathom how one would actually have such a granular understanding or be able to translate a long-term thesis into something that fine-grained.  

My thinking is to use read-through from their vendors and customers and apply that back to their revenue and then maybe margins and then I can say, "Okay this is a straw man but I think that there's going to be so-and-so percentage beat." Obviously I don't have access to my own granular alt data or systematic anything.