Prospecting and lead acquisition relied on slow, manual tools and irrelevant data. Now, a continuous flow delivers pre-vetted, qualified prospects with 20% of the due diligence already done.
- Investment banking
- Deal sourcing
- Latin America
- Live in 3 days
- -40%Time from pipeline to close
- +100 hHours of Manual Vetting Saved
- -30%Customer Acquisition Cost (CAC) Reduction
- +60%Increased Qualified-Lead-to-Opportunity Rate
The challenge
A quota due, and no time to find the right clients.
Data was scattered and deal prospecting was done by hand. Analysts spent weeks chasing low-quality leads, and partners lost deals.
The team had a deadline to hit and a quota to fill. They needed the right clients now.
- Spreadsheets
- Manual web search
- Paid lists
- Low-quality leads
- Lost deals
- Burned-out team
The request
The right clients, now.
Find and reach the right prospects on their own, research each one before a meeting to protect the team's time, and hand over a deal profile that is checked twice.
What we built
One filter, one company brain.
- 01
Company brain
Leads, companies, money checks and legal checks in one place.
- Before
- spreadsheets and paid lists
- After
- one source
- 02
Lead finder
Spots the right prospects on its own, all the time.
- Before
- searched by hand
- After
- a steady flow
- 03
Money and legal check
Every prospect is checked against open public data before anyone calls.
- Before
- weeks of digging
- After
- done before the meeting
- 04
Deal profile
Each prospect arrives checked twice, with 20% of due diligence already done.
- Before
- half-checked
- After
- ready
- 05
Outreach after the check
The first message goes out only once a prospect passes.
- Before
- calls to the wrong leads
- After
- only the right ones
How it works
Data directs. Humans decide. Technology accelerates.
- SourcesLead lists, the web, public company and legal records
- Company brainOne source of data and memory
- AssistantsLead finding, money and legal checks, research, outreach
- People decidePartners call prospects that are already vetted
The moment
Week 1: 5 deals closed.
Before: 2 a month at most.
Results in detail
Before and after
| Metric | Before | After | Why it moved |
|---|---|---|---|
| Time from pipeline to close | down 40% | only vetted prospects reach the team | |
| Manual vetting | 100+ hours saved a month | money and legal checks run on their own | |
| Cost to win a client | down 30% | no time or outreach spent on the wrong leads | |
| Qualified leads that become deals | up 60% | the right deals from the start | |
| Week 1 | 2 a month at most | 5 deals closed that started that same week |
Timeline
From kickoff to live in 3 days
- Day 1Kickoff, map every source
- Day 2Company brain, money and legal checks
- Day 3Outreach set up, go-live
- AfterSupport, memory keeps learning
- Why so fastopen public data and the platform did the grunt work
What the client owns
It's theirs.
- Runs on their own cloud
- They own the code after final payment
- Their data never leaves their cloud
- No lock-in, no kill switch
Client name withheld under NDA