Specialty Lending Firm

Content:

Case Study

Content:

Case Study

Content:

Case Study

Category:

Finance

Category:

Finance

Category:

Finance
$120K

Fee Pipeline

$120K

Fee Pipeline

$120K

Fee Pipeline

86

SQL's

86

SQL's

86

SQL's

90

Days

90

Days

90

Days

Client Background

A specialty finance firm providing non-dilutive venture debt and growth capital to technology companies.

The Challenge

The firm needed to connect directly with CFOs and Founders at growth-stage (Series B-D) companies who were actively raising capital or exploring alternatives to equity financing, a notoriously difficult audience to reach.

The Solution & Results

We deployed a campaign targeting CFOs at recently-funded technology companies, positioning our client's venture debt offering as a smart, non-dilutive complement to their recent equity raise.

  • The campaign generated 86 qualified conversations with key financial decision-makers in just six weeks.

  • This activity created a $120,000 pipeline of potential arrangement fees for the lending firm.

  • The process established a scalable channel for reaching a time-sensitive and highly specific market segment, filling their pipeline with relevant opportunities.

Client Background

A specialty finance firm providing non-dilutive venture debt and growth capital to technology companies.

The Challenge

The firm needed to connect directly with CFOs and Founders at growth-stage (Series B-D) companies who were actively raising capital or exploring alternatives to equity financing, a notoriously difficult audience to reach.

The Solution & Results

We deployed a campaign targeting CFOs at recently-funded technology companies, positioning our client's venture debt offering as a smart, non-dilutive complement to their recent equity raise.

  • The campaign generated 86 qualified conversations with key financial decision-makers in just six weeks.

  • This activity created a $120,000 pipeline of potential arrangement fees for the lending firm.

  • The process established a scalable channel for reaching a time-sensitive and highly specific market segment, filling their pipeline with relevant opportunities.

Start The Conversation

Schedule a confidential consultation to discuss your business development objectives and see whether our approach is a fit for your growth targets.

Start The Conversation

Schedule a confidential consultation to discuss your business development objectives and see whether our approach is a fit for your growth targets.

Start The Conversation

Schedule a confidential consultation to discuss your business development objectives and see whether our approach is a fit for your growth targets.