Identify the teams, geography, and organization size that align most closely with your Ideal Customer Profile. For Allermuir Capital, start with investment professionals and platform/ops leads at mid-market and enterprise funds in the UK, EU, and US, focusing on firms managing private-market allocations. You can further refine this targeting by fund type (e.g., PE, VC, Family Office), assets under management, or specific roles like Partner and Head of Data. Feed this refined ICP directly into Leadsforge for a precisely targeted outreach list. Here is why: Precise ICP targeting improves outreach relevance and increases the likelihood of booking qualified demos, which is vital for specialist solutions in regulated finance.

Leverage triggers such as recent fund closes, new fund announcements, senior investment team hires, portfolio company exits, or press releases on digitization/AI initiatives. Job postings for analyst or associate roles can also indicate growth and active deal flow—ideal times to approach with your solution.

For mailbox setup and outreach at your current scale, pair Primeforge with Mailforge. Primeforge lets you use managed Google or Microsoft mailboxes for high deliverability and inbox placement, especially vital when reaching finance executives. Mailforge orchestrates mailbox warm-up and shared sending for initial campaigns. Switch to Infraforge only if you need to scale to dedicated IPs and higher volumes as your outreach program matures.