Distribution
Getting your product in front of the dealers, portfolio managers and advisors who'd actually buy it.
- Target market mapped with you
- Introductions through our network
For technology companies
Get your platform in front of the right desks.
For wealthtech and fintech platforms selling to dealers, portfolio managers and advisors. We know who to call, what they care about, and how to get the meeting.
What we do
Pipeline from people who know the industry.
Start with booked demos, hand us the whole top of the funnel, or bring us in to lead sales. Either way, you only talk to qualified buyers.
Outreach and appointment setting
Our BDRs book qualified demos straight onto your calendar.
- Calls and email follow-up
- Clear definition of a qualified meeting
Full outsourced BD
Outreach, demos and a clean handoff to your team to close.
- We run the demo, you close
- Pipeline reporting every week
White-label campaigns
Calls and emails in your brand, with your permission.
- Your name, your messaging
- Our team behind it
Sales leadership
Fractional CRO
Senior sales leadership without a full-time executive hire. We own your go-to-market into wealth management in Canada and the US.
- Positioning and pricing for dealers, RIAs and advisors
- Sales process, playbook and CRM set up properly
- Hire and coach reps, or lead our BDR team for you
- Channel partnerships with dealers and custodians
- Pipeline and forecast reporting your board can trust
How it works
From target list to booked demo.
Learn
We learn your product, your ideal customer and what makes a great deal.
Target
We build a scored list of firms and advisors who fit.
Reach out
Calls and compliant email (CASL in Canada, CAN-SPAM in the US), by people who speak the industry's language.
Hand off
Qualified meetings on your calendar, with notes on every one.
Questions
What tech companies usually ask.
Who will you reach?
Dealers, portfolio managers, RIAs and advisors across Canada and the US, based on the ideal customer we define together.
Is your email outreach compliant?
Yes. We follow CASL in Canada and CAN-SPAM in the US: a separate sending domain, sender details and an unsubscribe in every email, and published business addresses only.
Can outreach go out under our brand?
Yes. White-label campaigns use your name and messaging, with your written permission.
What is a fractional CRO?
A senior revenue leader who works with you part-time, usually a set number of days a month, on a monthly retainer. We set the strategy, build the process, lead the team and report on pipeline, then help you hire a full-time leader when you're ready.
What counts as a qualified meeting?
We agree on the definition in writing before we start, and you only pay for meetings that are actually held.
Let's talk
Who do you most want in a demo next month?
Tell us, and we'll show you how we'd get them there. We follow up within one business day.