Revenue Rocky Mountain investment fund · Investment / capital raising

13,000 investors identified and ranked into a working pipeline

13,000 Investors identified and ranked

The problem

The fund had a large pool of potential investors and no reliable way to act on it. Records were scattered, duplicated, and missing the fields that decide who to call first. The team was spending its time arguing about the list instead of working it.

What we built

We cleaned and verified the data, removed duplicates, and enriched every contact with the signals that predict a commitment. Then we scored and ranked all 13,000 records by likelihood to commit, so the team always knew the next best call.

Each profile was built out with over 100 verified data points, every one traced back to a source the team could audit.

The outcome

A working, ranked pipeline in weeks rather than quarters. The team stopped debating the list and started working the highest-value names first, with a system that re-ranks itself as new information comes in.

How the system works

Status update

CRM Cleanup

Records cleaned and verified Done

3,200 invalid records recovered

Duplicates merged, tiers assigned Running

Scored and ranked by revenue potential

Your CRM, cleaned and ranked.
We clean and verify the CRM, merge duplicates, and tier every record by the revenue it's likely to drive. Your team works the highest-value names first instead of debating the list.

Revenue Analysis

16x revenue gap identified

Targeted vs. untargeted campaigns

See where the real revenue is.
We pressure-test every campaign against the ones you could be running instead. The gaps surface fast, sometimes by a factor of ten or more, and your spend moves to where it earns.

Market Discovery

528 Net new leads sourced

Pipelines you haven't met yet.
We pull from sources most teams overlook: public records, industry signals, digital footprint, network mapping. The result is entirely new pipelines that exist in nobody's CRM, including yours.

System Log

Step	Method	Status
Audience research	Platform analysis	Complete
Channel classification	Policy analysis	Complete
Priority scoring	Scoring engine	Complete
Outreach playbook	Strategy layer	Complete
Campaign deployment	Attribution live	Running

Every engagement compounds.
Each run builds on the last. The system tracks what worked, what missed, and gets sharper every month. Clients who stay twelve months operate on top of a year of accumulated intelligence.

Revenue Intelligence Map

Jan Feb Mar Apr May Jun Jul

Results come from knowing what to look for.

We combine data access, industry knowledge, and systems that compound over time.

Enrichment Engine

We pull from multiple proprietary sources simultaneously: contact verification, business profiles, wealth indicators, engagement history, brand identity. Up to 100 data points per contact. Every point is traced back to a source you can audit.

Intelligence Layer

Every contact gets scored, tiered, and tagged with a recommended action. Who to call. What to say. When to reach out. What to avoid. Your sales team gets smarter before they pick up the phone.

Action Pipeline

Enrichment without action is a spreadsheet. We build through to the campaign that launches, the email that sends, the outreach that converts. Everything tracked end to end.