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DBII Demand Metrics

DBII is currently accepting 3 new companies this month

​Know exactly where revenue will come from — then build it.

Strategy— DBII reveals your highest-yield demand channel before you spend money.

Execution— We build scalable AI-native outbound sales systems to start converting demand within 3- weeks.

Agentic Growth Solutions fit for a post-AI world

What is DBII?

DBII = Demand-Based Investment Index.

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A simple, yet effective metric that reveals which demand channel produces the highest revenue per dollar invested.

We combine real-world revenue data with proven outbound architecture to create pipeline fast.

DBII Formula

DBII = (Pipeline x Win Rate x ACV) / Demand Cost

If a channel has a DBII of 4.6, every $1 invested yields $4.60 in pipeline.

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DBII lets you prioritize winners and shut off waste.

What You Get

  • Proprietary DBII Demand Score 

  • Outbound System setup—                      ICP | Messaging | Automation

  • First pipeline within 30 days

  • Revenue efficiency dashboard (DBII score per channel)

  • Access to high value contacts & relationships within Financial Services

  • 24-5 support

We are your GTM Partner that blends modern AI-driven innovations with proven enterprise sales fundamentals to achieve immediate results.
Backed by deep experience in B2B SaaS, GTM, and Financial Services operations.

DBII Process (3 Weeks)​​​

​Week 1.
Clarity

 
  • ​DBII Score— We analyze your current demand channels.
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  • We define your ICP + TAM + Messaging architecture
 
  • In-depth product-market fit analysis​

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​Week 2.
Execution

 
  • Custom Outbound Engine— â€‹Deployment based on agreed upon objectives
 
  • Automation + Personalization + Sequencing / Routing architecture

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​Week 3.
Optimization

 
  • DBII Dashboard— Tracks revenue yield per channel. 
 
  • Scale Winning Channels— Double Down on channels with DBII > 3.0
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We build and automate your demand engine using:
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  • Clay (Enrichment / Personalization)
  • Smartlead (Outbound Automation)
  • HubSpot or Salesforce (CRM Automation)
  • Pitchbook & Apollo (Data Enrichment)
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If you don't get pipeline by Week 3, we keep working until you do. No Additional cost.

All systems are built under your accounts — you own everything.  

GET YOUR DBII SCORE

Please take a moment to fill out the form.

Primary Demand Channels Required
Where does most of spend go? Required
You're providing directional inputs. We will finalize channel-level cost and conversion data on a live call. 

Thanks for submitting! We'll finalize your DBII Score and walk you through the findings live. Check your email to book a DBII session.

DBII Demand Engine — (3-Week Build)

We build a GTM system that produces predictable revenue.

  • DBII Demand Score (diagnostic)

  • ICP + Messaging architecture

  • Outbound engine set up (Automation, Personalization, Sequencing)

  • DBII Dashboard (tracks efficiency across channels)

Ongoing DBII Revenue Optimization (optional)

After the 3-week DBII Demand Engine build, many teams choose to retain us for continued optimization.

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We meet weekly to:

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  • Review DBII score performance across channels

  • Iterate messaging and outbound sequencing

  • Identify new demand opportunities (partner, paid, outbound)

  • Track revenue efficiency and pipeline yield

You get a fractional GTM Partner — not just a campaign manager

Purpose-Built GTM Systems for FinTechs

Break into FIs, including asset managers, banks, hedge funds, private markets with compliant, high-personalization outbound that gets responses— even from regulated and risk-averse buyers.

Our team has 15+ years of enterprise FinTech sales experience and has opened doors and sold to almost all flagship financial institutions globally.

Selling into Financial Institutions is different. Long sales cycles, multiple stakeholders, procurement hurdles, and strict security/IT reviews mean you can't rely on generic processes.

We specialize in:
  • Banks

  • Asset managers

  • Hedge funds

  • PE/VC/Credit

  • Service Providers

What you get:
  • FI-specific ICP development

  • Enterprise-grade messaging built around real FI workflows

  • Personalization engine (Clay + Pitchbook + fund data)

  • Multi-threading & sequencing designed for long-cycle enterprise sales

  • Compliance-aware outbound (no spam)

  • Access to high-value relationships

Result:

Predictable pipeline from the hardest-to-reach buyers in Financial Services

Break Into Financial Institutions

Thanks for submitting! We'll be in touch shortly to schedule an introductory call.

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