Here's what IRC Partners (InvestorReadyCapital) should do to generate more qualified meetings every month.
Lead generation
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.
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.
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
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.
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.
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.
Unlimited Linkedin Profiles
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.
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.
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.
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