For the best results, start by reaching out to companies that most closely resemble your current top clients—these are the CEOs, CFOs, and Founders of mid-market or growth-stage firms who are preparing for significant funding rounds. Leadsforge can help you quickly assemble a list of lookalike companies based on these criteria and further refine by funding stage, sector, or recent capital activity. Here is why: Targeting your ideal customers first often yields the highest conversion rates since your offer will be most relevant to them, and it means you can better personalize your outreach and messaging from day one.

You can target potential clients by accessing the follower lists of competitors or similar advisory firms. Simply provide the company name or website, and Leadsforge will collect the relevant decision makers for you. For example, if competitors in your space already attract CEOs and CFOs of target companies, these followers are likely to have immediate interest in capital advisory services. Share their LinkedIn company page link in Leadsforge and it will find the best matches for you.

Segment your outreach efforts according to the most relevant factors: 1) Stage of company (Seed, Series A, Growth/Late-stage) 2) Buyer role (CEO, Founder, CFO, Corporate Dev) 3) Industry vertical (SaaS, Fintech, Healthcare, Real Estate) 4) Geography (US primary, UK, EU, Canada, APAC secondary). Here is why: Thoughtful segmentation allows you to tailor your approach and messaging to each group, increasing both engagement and reply rates while reducing wasted effort.

Focus on sectors with high funding velocity and existing client wins: SaaS, fintech, healthcare/biotech, real estate and infrastructure. Prioritize Series A–C and late-stage growth companies for initial outreach. Each sector may benefit from slight tweaks in messaging that show you understand their funding context. Here is why: Picking a handful of high-growth sectors makes it easier to create relevant case studies, proof points, and lead magnets that feel tailored and credible to your audience.