Engagement Structure

Accelerating Go-to-Market for Fintechs in Capital Markets

We act as an extension of your business development team—leveraging deep expertise in fintech technology, a vetted network, and targeted outreach to help you identify and convert high-value opportunities for your fintech products, platforms, and services.

Discovery & Strategic Alignment

We begin every engagement with a strategic onboarding process to deeply understand your:

  • Product and value proposition

  • Ideal customer profile (ICP)

  • Existing GTM strategy and past results

  • Market positioning and differentiation

We also perform a competitive landscape and white space analysis, highlighting missed opportunities and untapped customer segments.

Deliverables: Opportunity roadmap, engagement calendar, and ICP definition.

Targeting & Sales Enablement

We identify and prioritize clients across the capital markets ecosystem, including:

  • Buy-side firms (hedge funds, asset managers, pensions)

  • Sell-side institutions (investment banks, broker-dealers)

  • Crypto exchanges and infrastructure providers

  • Custodians, data vendors, and technology partners

We also support refinement or creation of sales assets, including:

  • Messaging frameworks tailored to capital markets personas

  • One-pagers, and outreach sequences

Deliverables: Target account creation, customized sales toolkit, messaging playbook.

Execution: Outreach & Introductions

We launch multi-channel, targeted campaigns — blending warm intros through our network with outbound strategies using:

  • Curated International Network of Trusted Industry Connections

  • Email and LinkedIn outreach

  • Integrated Business Development Suites

Our efforts focus on generating qualified meetings with decision-makers, not just leads.

Deliverables: Qualified leads, & warm introductions, and BI activity reports,

Pipeline Development & Opportunity Management

We initiate strategic conversations and accelerate deals. This includes:

  • Meeting follow-ups and stakeholder mapping

  • Workshop intros

  • Ongoing market feedback to iterate on messaging and approach

Deliverables: We provide a pre-qualified pipeline of prospects with strong interest in your solutions.

Reporting & Analytics

We track performance using key business development KPIs, supported by:

Pipeline Overview

  • Total number of active opportunities

  • Opportunity Stage Breakdown

    • Prospecting

    • Qualification

    • Needs. Analysis

    • Value Proposition

  • Deal size and forecasted revenue

  • Velocity and movement through the pipeline

  • Business intelligence dashboards

  • Monthly or weekly strategy reviews

Outreach Performance

  • Number of outreach attempts (emails, calls, messages)

  • Response rates by channel

  • Meeting conversion rates

  • Number of warm introductions made

  • Number of key conversations initiated

Deliverables: KPI dashboards, monthly/quarterly reviews, strategic recommendations.

Engagement Structure

  • Retainer-Based Engagement with Performance KPIs. Performance is tracked against clearly defined KPIs, agreed upon at the start of the engagement. This ensures transparency, accountability, and measurable impact on your go-to-market success.

Ideal for Fintechs That:

  • Sell into capital markets

  • Need to build pipeline fast with limited internal BD bandwidth

  • Are expanding to new regions or verticals within the financial ecosystem

  • Focused on Defined Target Projects

  • Want warm introductions and strategic access to key decision-makers

Let’s unlock your next opportunity.
Reach out to explore a tailored growth strategy.