Case Study

Investment Bank Case Study

Investment Bank Case Study

Pages 8 Pages

Investment Bank Case Study Engagement Opportunities Generated Within 3 Months $4MM+Company Overview Inflowify currently sends over 200,000 messages per-month to generate deal flow for clients. After generating $20MM + in pipeline opportunities within 2023, we have found the best methods to generate qualified leads through hyper- targeted & scalable outreach for Investment Banks or Financial Services.Challenges for the Investment Bank Generating too many unqualified, low opportunities Using emails in-house that were going to spam Screening prospects pre-discovery Challenges and Objectives Objectives for the Investment Bank Find leads that have raised capital $20MM - $100MM Interested in selling their company or growth capital Generate qualified meetings & not waste time on sales callsS (Str

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