Custom Strategy

SRM Ventures's personal outbound strategy

We’ll share the exact tools that work best for SRM Ventures in the Venture Capital / Corporate Venture Capital to scale your outbound efforts and help you build more pipeline.
Prepared by Agent Frank
#1 AI SDR

Here's what SRM Ventures should do to generate more qualified meetings every month.

Lead generation
Customer Lookalikes
Start by focusing on your best success stories – fintech founders and executive teams who already benefited from SRM’s credit infrastructure or portfolio support. Think: innovative seed or Series A fintechs scaling credit products, especially those in Brazil’s embedded finance and SME lending space. Leadsforge makes it easy to find founders and key decision makers at similar companies. Here is why: By targeting profiles that resemble your strongest portfolio wins, you maximize relevance and early trust – these prospects are most likely to engage with SRM’s value proposition.
Competitor Followers
Reach out to startups and founders following your top competitors – perhaps those engaging with the LinkedIn pages of other VC funds or fintech infrastructure players in Brazil. All you need is the LinkedIn company page and website of your competitor. Paste that URL into Leadsforge, and it will find who’s following those brands for you. Here is why: People who follow active venture brands are already interested in innovation and capital, making them warm candidates for your outreach.
Ideal Customer Profile
For SRM Ventures, your ICP is fintech founders, CEOs, and credit/risk/product leaders at startups building or scaling credit products, typically in Brazil’s major growth hubs. You can further refine by product vertical (embedded finance, B2B credit, BNPL), funding stage (Seed to Series A), and geography (São Paulo, Rio, Belo Horizonte). Once you have those criteria, Leadsforge helps pinpoint and validate contacts that match. Here is why: Refining by function, geography, and product stage ensures each outbound touch is highly relevant and personal, improving reply rates and conversion.
Targeting
Segmentation
Organize and prioritize your outreach by: 1) Product vertical: embedded finance, SME lending, workplace credit 2) Company size/growth stage: Seed/pre-securitization and Series A 3) Location: start with São Paulo and expand to Rio, Belo Horizonte, Porto Alegre, Brasília 4) Triggers: recent hires (Head of Credit/Risk), funding rounds, and product launches Here is why: Smart segmentation keeps messaging targeted and increases the likelihood of founder interest and meetings.
Vertical Slices
SRM should build parallel sequences for specific credit product categories (BNPL, B2B lending, embedded credit infrastructure) and customize messaging for each. For example, approach B2B BNPL startups with path-to-FIDC messaging, and use infrastructure case studies for embedded finance players. Here is why: Tailored vertical outreach demonstrates deep understanding and credibility in each credit segment.
Signals
Focus on these outreach triggers to increase timing relevance: 1) Recent Seed or Series A funding – ideal time for credit runway and structuring support 2) New product or lending feature launches 3) Public hiring for credit/risk teams 4) Regulatory approvals or key fintech partnerships 5) Notable competitor movements (expansion, partnerships) Here is why: Acting on timely signals positions SRM as a proactive partner when startups are most receptive to new capital or structuring advice.
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
If your outreach volume increases or you want multiple partners sending orchestrated, multi-mailbox sequences, Salesforge will coordinate it all in the background and maximize deliverability. It’s also useful as your team grows or targets several fintech sub-segments simultaneously. Here is why: Salesforge is perfect for small, sophisticated teams looking to scale up without losing campaign control or performance.
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 saves you hours by finding, validating, and enriching emails and LinkedIn contacts directly in your ICP. It also helps you quickly find decision makers at lookalike startups and company followers with just a company name and website. Here is why: Less time spent on research means more high-quality fintech founders in your pipeline and fewer bounce/invalid emails.
Possible combinations
To get started with the highest deliverability, combine Primeforge (for partner-personal, high-trust outreach with Google/Microsoft inboxes) and Mailforge (for sequence automation and rapid scaling via shared IP pools). There’s no need for Infraforge yet; add it only when your sending needs go well beyond 100k emails per month or you require whitelabel capabilities.
Available Domains
srmventures.com srm-ventures.com srmventuresbr.com srmventureshq.com srmventuresteam.com srmventuresai.com
Outreach Layer
Running & Managing Everything
Get 14 day Free Trial
Growth base plan
Cost
$96 / month
10,000 Active contacts & Emails
Growth plan
0
200,000
Emails
Cost
800,000
$96 / month
1,000 Personalization credits
Growth plan
0
200,000
Cost
$130 / month
1,000 Validation credits
Growth plan
0
319,456
Cost
$228 / month
300 Social actions
Growth plan
0
100,000
Cost
$228 / month
Lead Generation Layer
Search Engine For Leads
Get 100 Free Credits
2,000 Active contacts & Emails
Tier 12
0
200,000
Export Credits
Cost
800,000
$96 / month
Leadsforge Essential Plan
Cost
$49 / month
Infrastructure Layer
Primeforge + Mailforge recommended combo
Google & MS365 Infrastructure
Try Primeforge
8,000 Leads to process
Tier 12
0
183,000
Mailboxes
Cost
Domains
Cost
25
$96 / month
8
$112 / month
Distributed Email Infrastructure
Try Mailforge
8,000 Leads to process
Tier 12
0
183,000
Mailboxes
Cost
Domains
Cost
25
$96 / month
8
$112 / month
Private Email Infrastructure
Try Infraforge
8,000 Leads to process
Tier 12
0
183,000
Mailboxes
Cost
Domains
Cost
25
$96 / month
8
$112 / month
Selected products
Salesforge
Sales Execution
$96
/ month
Leadsforge
Search Engine For Leads
$49
/ month
Primeforge
Google & MS365 Infrastructure
$123
/ month
Mailforge
Distributed Email Infrastructure
$86
/ month
Infraforge
Private Email Infrastructure
$109
/ month
Estimated total
$2,608
/month
Need help to assemble your stack?

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