Go-To-Market (GTM) Teams
Accelerate pipeline and sharpen
positioning with open financial data.
Technology & SaaS
A mid-sized SaaS company was struggling to identify which prospects had both the budget and urgency to buy. Despite high outreach volume, conversion rates remained low, and pipeline velocity lagged targets.
By analyzing open financial data to track recent investments, acquisitions, and executive appointments, the GTM team built a live feed of target companies likely to be expanding or reevaluating their tech stack. Outreach was prioritized around companies that showed growth indicators or had just received funding.
The result: a 42% improvement in lead-to-opportunity conversion and faster deal cycles by nearly two weeks.
Legal & Compliance Services
A compliance software vendor aimed to expand its footprint among emerging funds and financial advisors. Traditional list-building tools failed to surface timely opportunities, leading to delayed and generic pitches.
By leveraging open financial data on new firm registrations, leadership changes, and asset growth, the team crafted precise outreach strategies focused on firms undergoing regulatory change or structural transitions. Sales and marketing aligned around these live signals to deliver value-driven messaging at the right moment.
Within 90 days, qualified pipeline tripled—positioning the company as a top vendor for fast-growing advisory firms.
Commercial Real Estate & PropTech
A PropTech firm offering market intelligence tools for developers needed to predict when large commercial players would invest in new properties. They lacked early visibility into deal flows and funding events.
Open financial data revealed real estate investment patterns, capital raises, and lease expansion disclosures. These signals were mapped against geographies and asset classes to anticipate growth areas and proactively reach out with location-specific solutions.
Within one quarter, the company closed two major REITs as clients—both tied to expansion strategies identified well ahead of public announcements.
Financial Services & Fintech
A treasury automation startup wanted to improve its ABM program targeting mid-market enterprises. Their previous segmentation models missed key liquidity and shareholder events that triggered buying behavior.
The GTM team used open financial data to track shifts in institutional ownership and capital inflows, signaling firms with new governance or treasury optimization needs. These insights powered refreshed ICPs and retargeted campaigns.
The shift led to a 60% increase in email engagement and more than doubled the ROI on outbound campaigns in just six weeks.
