A US based YC backed AI company building workflow automation software for investment professionals. Their platform helps private equity, investment banking, and private credit teams accelerate diligence, comparable analysis, and investment research through AI.
Like many early stage AI companies, the team had built a strong product but needed to validate whether outbound could become a predictable acquisition channel. Selling into institutional finance presented several challenges:
Multiple decision makers across the organization made it difficult to close deals without a structured multi-touch approach.
Limited clarity on which buyer personas responded best to outbound across PE, IB, and private credit segments.
No proven messaging frameworks tailored to different investment teams and their specific workflow pain points.
Needed to generate enterprise pipeline and prove the outbound channel before investing in a full internal sales team.
Our initial focus was institutional investment firms with lean deal teams, including:
Key stakeholders included Associates, Vice Presidents, Principals, Partners, Heads of Research, and investment professionals directly involved in diligence and deal execution.
Instead of launching large scale outbound immediately, we designed a structured 120 day GTM sprint.
Built dedicated outbound infrastructure and sender domains with full authentication to ensure consistent inbox placement from day one.
Validated multiple buyer personas beyond the client's original thesis, identifying segments with the highest response and conversion potential.
Created personalized outreach based on real time signals including new hiring activity, fund launches, and recent deal announcements.
Managed prospect research, campaign sequencing, reply handling, and continuous optimization across all active segments.
Built a repeatable outbound playbook documenting every process, template, and segment insight so the client could later hand it to an internal sales team.
Multiple enterprise buyer segments validated for future GTM expansion.
Book a 15 minute Strategy Audit and see how we can build your outbound pipeline.
Book Strategy Audit
