The challenge
Creating a growth system around a complex market opportunity.
A specialty finance company needed a repeatable way to identify companies showing early signs of capital need before traditional referral channels became crowded.
Our approach
Connecting intelligence, message, and execution.
We built a deal origination engine around trigger events, industry mapping, account prioritization, personalized outreach, qualification workflows, and executive-ready sales materials. The system was designed to turn public market signals into timely conversations with owners, CFOs, and operators.
Outcomes
Market movement made measurable.
- 1,200+ target companies mapped across priority industries
- 85–120 relevant trigger events reviewed monthly
- 420+ qualified conversations generated through signal-based campaigns
- 35 funded deals supported within the first operating year
- Automated follow-up and lead qualification workflow built for the internal team
The strongest finance opportunities often appear before a company actively raises its hand. The system was designed to help the team see those moments earlier and respond with relevance.
BREATH VISION strategy team