Q3 Institutional Investor Outreach
ActiveInvestor Outreach
42
Enrolled
14
Replies
6
Meetings
3
Opps
CPA Partnership Program
ActiveCPA Partnership Outreach
28
Enrolled
9
Replies
4
Meetings
2
Opps
Government Stakeholder Briefings
ActiveGovernment Outreach
15
Enrolled
5
Replies
3
Meetings
2
Opps
Media & Thought Leadership Push
PausedMedia Outreach
22
Enrolled
8
Replies
3
Meetings
1
Opps
Private Credit Roadshow
DraftPrivate Credit Outreach
0
Enrolled
0
Replies
0
Meetings
0
Opps
Q3 Institutional Investor Outreach
Growth funds & family offices · Email + X · Owner Dylan Owens
33%
Reply rate
6
Meetings
3
Opportunities
42
Enrolled
Sequence
Day 1Email
Intro + thesis
Day 3X
Follow account
Day 5Email
Personalized follow-up
Day 10Email
Share white paper
Day 14Email
Introduction request