Begin by targeting organizations that closely resemble your best customers—asset managers, private credit funds with AUM over $500M, mid-market and enterprise treasury teams, and banks managing syndicated or private debt. Leadsforge makes this easy: just define your ideal customer profiles and it will help you build verified lists based on those criteria. Here is why: Companies that mirror your existing high-value customers are more likely to recognize your value and respond positively to your outreach, which increases your conversion rates.

For quick wins, consider identifying potential prospects who already follow your competitors’ LinkedIn pages. Using Leadsforge, you only need to provide the competitor’s company name and website. Leadsforge will discover and validate those engaged followers for you. Here is why: Followers of competitor pages are already interested in your market and are more likely to be receptive to what you offer. Share their LinkedIn company page link in Leadsforge and it will find it for you.

Segment your lists by role (e.g., CFO, Treasurer), company type (fund, corporate treasury, bank), AUM or company size, and location. With Salesforge and Leadsforge, you can create highly personalized campaigns for each segment that reflect their unique pain points and context. Here is why: Segmentation lets you deliver more relevant messages, increasing the chances of responses from busy, risk-conscious financial professionals.

For your vertical slices, focus on 1) private credit funds and asset managers, 2) corporate treasury teams in mid-market and enterprise segments, and 3) structured credit and bank teams. Each segment has distinct needs—like compliance priorities for banks, or portfolio visibility for treasurers.