Portfolio
B2B Prospect Research for a Fintech Software Company
PUBLISHED PROJECT SUMMARY
Recorded deliverable details
- Funding-filter accounts: Criteria-matched
- Funding stages mapped: Seed–Series C
- Contacts delivered: CFO · VP Finance · Compliance
These details are preserved from the existing public case study; they are not generalized performance guarantees.
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 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.