A European wealth technology startup providing investment management software for family offices and asset managers partnered with Startupr to create a consistent outbound acquisition program. Although the product was sophisticated and well received by existing clients, growth depended almost entirely on referrals. The company needed a structured, data-driven system to generate predictable meeting flow with qualified prospects across the financial sector.

The Challenge

The client had a strong platform and clear value proposition but lacked the infrastructure and data to scale efficiently.

Limited Outbound Capability
With no in-house lead generation team, all new business came through existing relationships and word of mouth.

Narrow Market Coverage
Initial outreach focused exclusively on Scandinavian markets, leaving substantial opportunity untapped in nearby European financial hubs.

Precision Targeting Requirements
Reaching the right decision-makers inside family offices and fund management firms required deep research and validation to ensure relevance.

Quality Over Quantity
Because each potential client represented significant deal value, outreach had to focus on carefully verified, high-probability meetings rather than broad prospecting.

Startupr’s Approach

Startupr designed a performance-based campaign to open new markets, refine messaging, and create a repeatable acquisition framework.

Ideal Customer Profile Development
We analyzed the client’s past deals and customer feedback to identify high-value segments such as portfolio directors, investment officers, and fund executives.

Market Expansion Across Western Europe
Outreach was extended beyond Scandinavia into key financial centers with high English fluency and established private wealth ecosystems.

Personalized Multi-Channel Outreach
Custom cold-email sequences were paired with verified LinkedIn outreach, positioning the software as a modern solution for multi-bank visibility and compliance automation.

Manual Lead Verification
Each contact was reviewed for company relevance, size, and region to maintain strict lead-quality standards.

Transparent Optimization Process
Real-time dashboards and weekly reviews tracked conversion metrics, allowing adjustments to subject lines, call-to-actions, and audience segments in real time.

Results

31 qualified meetings booked within 40 days.
9 meetings confirmed in the first week.
$1.48 million in new pipeline value generated from those opportunities.
Average opportunity value: $47,000 per account.
108 percent of KPI targets achieved under Startupr’s pay-per-meeting program.

The campaign produced immediate traction and provided data that continues to inform the company’s long-term expansion strategy.

Why It Worked

Aligned Incentives
Startupr’s performance model ensured both teams were focused on measurable outcomes rather than outreach volume.

Strategic Market Testing
Expanding into Western Europe identified high-response regions and doubled the potential addressable market.

Verified, High-Quality Data
Every contact was hand-checked for accuracy and relevance, leading to stronger response rates and shorter sales cycles.

Tailored Messaging
Outreach emphasized operational efficiency and compliance, two top priorities for financial decision-makers.

Continuous Transparency
Live dashboards and shared metrics provided full visibility, allowing quick, evidence-based improvements.

Outcome

In just over a month, Startupr transformed this fintech company’s acquisition strategy from referral-based to performance-driven. The engagement delivered consistent meetings with verified decision-makers and generated nearly $1.5 million in qualified pipeline value—proving that precision targeting and transparent execution can scale even in niche, high-value markets.