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Investment Capital
An investment capital firm running its founder pipeline on one platform
- Industry
- Investment Capital
- Type of work
- Dashboard & Web
- Outcome
- Every founder assessed, routed to the right partner and followed up, on one platform
The challenge
Founders reached the firm's partners through events, referrals and introductions, and each partner tracked contacts their own way. There was no shared way to qualify a founder, route them to the right partner or see who still needed a follow-up.
What we built
- 01
Branded website plus a founder assessment that scores each business and routes the founder to the right partner
- 02
Digital business cards for every partner, with QR sharing and contact capture at events
- 03
Team workspace with a follow-up queue, live event mode and a shared pipeline view
The outcome
Every founder assessed, routed to the right partner and followed up, on one platform
- Custom platform
- Digital cards
- CRM integration
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