​Know exactly where revenue will come from — then automate a process to capture it
Strategy— DBII reveals your highest-yield demand channel before you spend money.
Execution— We build AI-native multi-channel relevance-focused sales systems to facilitate rapid-growth phase and start converting demand within 3- weeks.
Growth Solutions fit for a post-AI world
What is DBII?
DBII = Demand-Based Investment Index.
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​​A simple metric that reveals which demand channel produces the highest revenue efficiency.​
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.
We combine real-world revenue data with proven outbound architecture to create pipeline fast.
What You Get
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Proprietary DBII Demand Score​
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ICP Assessent
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Outbound System setup— ICP | Messaging | Channel Strategy
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First pipeline within 30 days
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Revenue efficiency dashboard (DBII score per channel)​
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​Access to high value contacts & relationships within Financial Services
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Sales Policies & Procedures framework​​
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24-5 Ongoing support
Your GTM Partner blending modern AI-driven execution with pure-play enterprise sales fundamentals.
Channel Strategy
We identify which channels actually convert for your ICP— then we build best-in-class processes that compound.
​We specialize in:
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ABM + Buying-Group Multi-Threading
Account-level GTM design to map buying groups, surface internal champions, and coordinate role-specific relevant outreach across stakeholders.
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Multi-Channel Orchestration
AI-powered personalized & relevant outreach to target ICPs at scale designed to efficiently generate top-of-funnel engagement.​​
LinkedIn Channel Automation
Contextual connection + follow-up automation aligned to multi-threaded strategy, support and create new deals.
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Timing-Aligned Cold Calling + Scripts
Proven frameworks designed for enterprise and financial organizations (long cycle, multi-stakeholder buyers)
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Creative Network Distribution Strategies
Founder, operator, ecosystem proven distribution strategies
How DBII Delivers Pipeline in 30 Days
Structured, outcome-driven GTM architecture — not a black box
​Week 1.
Clarity
DBII Score— We analyze your current demand channels to see whats working.
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We define your ICP, TAM, Messaging, and workflow architecture
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In-depth product-market fit analysis​
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​Week 2.
Execution
Custom Outbound Engines— ​Deployment based on agreed upon objectives / channels
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
GTM Policies & Procedures framework hand-off
GT
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We build and automate your core demand engine using:
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Clay / OpenAI / Claude (Enrichment / Personalization, More)
Smartlead (Outbound Automation)
HubSpot / Salesforce (CRM Automation)
Pitchbook / Apollo (Data Enrichment)
If you don't have functional architecture by Week 3, we keep working until you do. No Additional cost.
All systems are built under your accounts — you own everything.
DBII Demand Engine — (3-Week Build)
We build a GTM system that produces predictable revenue.
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DBII Demand Score — baseline assessment of existing processes
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ICP + Messaging architecture — buyer persona assessment, value positioning, signals & sequencing logic
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Outbound engine set up — automation, personalization, sequencing — aligned to agreed channels
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Sales Policies & Procedures — we document the framework for your GTM foundation as we build it
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DBII Dashboard — tracks revenue 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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Ongoing optimization focuses on:​
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Review DBII score performance across channels
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Iterate messaging and outbound sequencing / strategy
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Identify new demand opportunities (partner, paid, outbound)
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Track revenue efficiency and pipeline yield per channel
Your fractional GTM Partner on-demand
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:
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FI-specific ICP development​
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Enterprise-grade messaging aligned to FI workflows​
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Personalization engine (Clay + Pitchbook + fund data)​
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ABM + Multi-threaded sequencing for long-cycle enterprise sales
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Compliance-aware outbound (no spam)​
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Access to high-value relationships
Result:
Predictable pipeline from the hardest-to-reach buyers in Financial Services