Proactive Lead Identification for a Venture Capital firm
An investment firm transformed its slow, manual lead sourcing into an AI-powered system that delivers daily qualified startup insights. The result: faster decisions, sharper targeting, and a scalable edge in a competitive market.
Slow and Manual Lead Sourcing
Fortino Capital faced a time-consuming process for sourcing and evaluating potential startup investments. Analysts had to manually collect, verify, and analyze data from multiple sources, which slowed decision-making and risked missing high-potential opportunities. Without a structured, automated approach, gaining early insights and maintaining a competitive edge was challenging.
Faster, Smarter, and More Insightful Investment Sourcing
Fortino Capital aimed to enhance its investment process by building an enriched, automated database. The goal was to identify promising startups more quickly, save valuable analyst time, and create exclusive insights that provide a competitive advantage in sourcing investments.
Data Enrichment, AI Scoring, and Workflow Integration
To transform the investment sourcing process, we implemented a structured, multi-step approach:
- Analysis & MVP: Reviewed relevant data sources and key features, followed by a first minimum viable product (MVP) of the automated system.
- Automation & AI: Developed a data enrichment pipeline and AI scoring model, generating initial insights and predictive lead scores.
- Integration & Demo: Refined the pipeline and integrated the solution into Fortino’s existing workflows and systems, demonstrating real-time applicability.
- Feedback & Launch: Collected user feedback, optimized the system, and deployed the final product across the organization.
Efficiency, Accuracy, and Competitive Advantage
Efficiency, Accuracy, and Competitive Advantage
The solution delivered significant improvements across Fortino’s lead sourcing process:
- Integrated Data System: Connected Crunchbase, Clay, and Affinity, ensuring all relevant startup information is immediately accessible.
- Automated Daily Updates: Analysts receive daily emails with qualified companies, saving time and enabling faster decision-making.
- Consistent Lead Qualification: 22 key features ensure reliable and repeatable lead scoring, continuously improving the quality of prospects.
- Scalable Solution: The system can easily incorporate new data sources, strengthening Fortino’s competitive edge and future-proofing its investment sourcing process.
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At AdamI, we transform businesses by using the technology of artificial intelligence