Case Study — Equisy | Ulysses Group
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Case Study

How Equisy Scaled Their Investor and Startup Deal Flow and Saved 100+ Hours a Month

CompanyEquisy
IndustryInvestment Platform (Seed & Series A)
RegionGlobal
MandateStartup + Investor Deal Flow Pipeline

Equisy had built a strong platform and established network, but growth was constrained by limited outbound capacity. The team needed a scalable system to consistently source startups raising capital, attract qualified investors seeking minority equity positions, and expand platform activity without overloading internal resources.

We deployed a targeted outbound origination system designed to support both sides of the marketplace. The campaign focused on sourcing Seed and Series A startups while simultaneously identifying investors interested in acquiring minority stakes, creating a more balanced and scalable pipeline.

The system consistently sourced startups raising between $500K and $10M while identifying active investors aligned with Equisy's platform focus. Every lead was pre-qualified before introduction, and all outreach, follow-up, and scheduling was handled end-to-end.

Messaging and targeting were continuously refined based on engagement data and conversion signals.

150+Startup deals sourced
50+Qualified investors identified
100+Hours saved monthly
Improved investor engagement and platform traction
New product features enabled based on investor feedback
0Internal time spent on outreach, follow-up, or scheduling