Start your outreach by focusing on your best existing customers or, if you're just getting started, create an ideal customer profile based on who you imagine benefiting most from your product. With Leadsforge, you can quickly find similar companies by entering details about your ideal clients (like firm size, tech stack, or roles such as Heads of Research or Portfolio Managers in hedge funds). Here is why This approach narrows your list to high-potential prospects, so your outreach is targeted and relevant, increasing reply rates.

You can broaden your reach by tapping into the communities of your direct and indirect competitors. Simply provide the company name and website of a competitor, and Leadsforge will automatically identify firms and professionals following those pages. Share their LinkedIn company page link in Leadsforge and it will find it for you.

Segment your outreach into Tier A (Enterprise, >$10B AUM) and Tier B (Mid-size, $1B–$10B AUM), and further use triggers like hiring for research roles, publicity around fund events, or tech stack mentions. This helps you deliver more relevant messages, improving engagement. Here is why Smart segmentation ensures each message feels personalized and relevant to the prospect, which builds trust—especially important when selling to financial professionals.

Target institutional investors, asset managers, hedge funds, and investment research teams who regularly use alternative data and value high-quality signals. Here is why These verticals are the most likely to benefit from Serafis’ narrative intelligence and structured API or warehouse delivery.