Custom Strategy

IRC Partners (InvestorReadyCapital)'s personal outbound strategy

We’ll share the exact tools that work best for IRC Partners (InvestorReadyCapital) in the Capital Markets / Investment Banking / Capital Advisory to scale your outbound efforts and help you build more pipeline.
Prepared by Agent Frank
#1 AI SDR

Here's what IRC Partners (InvestorReadyCapital) should do to generate more qualified meetings every month.

Lead generation
Customer Lookalikes
A great starting point is focusing on companies you’ve already worked with or your ideal client profile: founders/CEOs, CFOs, and Heads of Corporate Development from mid-market companies raising capital. Here is why: By targeting lookalikes—firms and leaders who resemble your best clients—you increase the chances of meaningful conversations and build credibility using proven success stories. Use Leadsforge to find similar companies and executives efficiently. For your next step, feed your ideal client criteria into Leadsforge to generate a refined list for your outreach.
Competitor Followers
To access relevant decision makers, consider targeting professionals who follow your competitors or similar financial advisory firms on LinkedIn. All you need to do is provide the LinkedIn company page link of your target competitor and Leadsforge will help you identify their followers who fit your buyer criteria. Here is why: Competitor followers have already shown interest in services like yours, making them more receptive to your value proposition. Share your competitor’s LinkedIn page in Leadsforge and let it uncover qualified leads for you.
Ideal Customer Profile
Start with the structure you already have: focus on founders, CFOs, and decision-makers at mid-market growth companies looking to raise $5–$2B, as well as investor relations managers at family offices, PE firms, and VCs. Segment by geography (US, UK, Canada, selected EU financial centers) and refine by industry as needed—think technology, healthcare, consumer, fintech, etc. Here is why: Refining your targeting prevents wasted effort and ensures each message is relevant for the decision-maker. When ready, send your carefully defined ICP to Leadsforge to build lists that connect you to these high-value contacts.
Targeting
Segmentation
Effective segmentation helps prioritize your most valuable targets and personalize messaging. Consider these: 1) Founders / CEOs seeking growth funding ($5M–$50M) 2) Corporate finance decision-makers (CFOs, Heads of Treasury) 3) Investor segments (family offices, PE/VC, institutional allocators) 4) Strategic partners (wealth managers, IBs) 5) By geography: start US/UK, then expand into Canada/EU financial hubs Here is why: These segments align directly with your typical buyers and influencers, ensuring better reply rates and conversion. Prioritize A/B/C segments as your first campaign wave.
Vertical Slices
Identify which industries or verticals you’ve succeeded in already (e.g., fintech, healthtech, consumer, software)—and focus initially on those for proof points. For new industries, use sector-specific compliance and success cases as a trust builder. Here is why: Referencing client wins in verticals familiar to your targets builds instant credibility, while tailored outreach helps open doors with new sectors.
Signals
Leverage event-driven triggers to initiate timely outreach, such as: recent funding announcements, new C-level hires (CFO, Head of Finance), press coverage of competitor deals, regulatory changes affecting your niche, or companies expressing plans for M&A or financing in the media. Here is why: Timely outreach based on fresh triggers directly increases response rates and shows your team is attentive and relevant. Monitor these triggers and use them as custom hooks in your sequences for higher impact.
Outbound Stack We Recommend:
Every company should choose outbound tools that work specifically for their industry.
Do Outbound Using
Unlimited Linkedin Profiles
Unlimited Mailboxes
Unlimited Premium Warmup
ESP Matching for increased delivery
Here’s Why
As your team grows or you need more advanced sales operations, Salesforge makes managing multiple outbound mailboxes, calendar syncs, and analytics simple—all from one platform tailored for companies handling sensitive high-value deals. Here is why: Salesforge will reduce the admin load and make scaling outreach seamless as your advisory team expands.
Find Leads using
Latest & High Quality Contact Data
Find Competitor’s LinkedIn Page Followers
Highest Data Coverage (10+ Providers)
Find Lookalikes of your Customers
Find Linkedin, Email & Phone Number
Here’s Why
Leadsforge lets you build hyper-targeted lists of company executives, investors, and partners—removing the time-consuming manual work. It also enriches your lists, so you always have accurate and up-to-date contact information. Here is why: Great outbound starts with great data—Leadsforge is designed for modern capital advisory teams who need precision and quality in every send.
Possible combinations
Start with Primeforge for Google and Microsoft mailboxes to optimize deliverability and personalization for initial outreach. Pair with Mailforge for easy campaign management and high deliverability using managed, prewarmed mailboxes. Scale up to Infraforge only if you need your own dedicated infrastructure and whitelabeling as your team or sending volume grows.
Available Domains
investorreadycapitalteam.com investorreadycap.com
Expected Results
10,000
Prospects Contacted This Month
20 – 40
Sales Calls Per Month
Pricing
Send Emails
1,000 Leads to reachout
10,000
410,000
Cost
$96 per month
Setup Time
5 Minutes
Reachout to 10,000 Leads via Linkedin & Email
Try Salesforge
Find Leads
8,000 Leads to extract
8,000
100,000
Cost
$40 per month
Setup Time
Instant
10,000 Credits to extract Linkedin, Email & Phone Numbers.
Try Leadsforge
Get Mailboxes
Google + Microsoft
0 Leads to process
0
100,000
Mailboxes
25
Cost
$113 per month
Domains
9
Cost
$126 per year
Get Mailboxes
Shared Email
0 Leads to process
0
100,000
Mailboxes
25
Cost
$75 per month
Domains
9
Cost
$126 per year
Get Mailboxes
Private Email
0 Leads to process
0
100,000
Mailboxes
25
Cost
$100 per month
Domains
9
Cost
$126 per year
Total price
$600
per month
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"Salesforge's new infrastructure is a game-changer. Big boost for my deliverability and sending capacity. I've tried multiple outreach tools and let me tell you: it's a must-have for everyone that is serious about cold emailing at scale."
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