B2B Prospect Research for a Fintech Software Company

Project Overview

A US fintech software company selling compliance and payments tools needed a prospect list built around funding-stage criteria — companies that had raised within a specific window — to give their outbound team a fresh, criteria-matched starting point. We researched 1,400 companies matching their funding filters (stage and last-funding date), applied their requested signals — hiring in compliance, engineering, and finance — and identified the CFO, VP Finance, Head of Compliance, and CTO at each account. The database was delivered with funding stage and date on every record, deduplicated and formatted for their CRM. Outreach sequences and sales activity were run entirely by the client's team.

Results