Case study
27 meetings with the biggest names in private equity.
How interest-based personalization opened the most contested doors in private equity.
Technology consulting
"This targeted approach has yielded remarkable results, significantly amplifying traction and eliciting heightened responses from our prospects. As a result, we have successfully cultivated connections and secured booked meetings with prominent accounts such as Blackstone, Thoma Bravo, Bain Capital, Ares, TPG and Onex."
VASS
Engagement report, Jan–Jun 2024
27
meetings booked
In six months, from January 2 to June 21, 2024, across the top of private equity.
16
qualified meetings
Plus four partnership opportunities and two active deals.
74%
VP level or above
VPs, MDs, Managing Partners and SVPs made up the bulk of meetings.
01. The challenge
Break into the most protected inboxes in finance.
VASS sells technology consulting into private equity — a market where the top fifty firms are pitched constantly and where a generic email is deleted without a second thought.
02. What we ran
A full outbound program, built for this market.
01
Interest-based personalization
Messaging built around each prospect's individual interests — tennis, basketball, varsity swimming — paired with keywords like Salesforce, so the email reads like a person, not a pitch.
02
Named lists
The top fifty private equity firms, the top fifty REITs, and Salesforce mid-market West accounts.
03
March pivot
The approach was reworked in March 2024 around personalized messaging, and traction rose sharply from that point.
04
Direct to decision makers
Outreach went to VPs, Managing Directors and Managing Partners by name, with replies coming back asking to schedule calls.
03. How we executed
A structured, iterative process from day one.
Week 1
Kickoff & ICP
Kickoff within 48 hours. Your ICP document approved before anything moves.
Week 2
Sign-off & phone launch
Campaign briefs approved on a sign-off call. Callers start dialing.
Weeks 3–4
Email, LinkedIn & coaching
Email and LinkedIn go live after phone. First weekly report lands.
Month 2
Scrap or scale
Every campaign hits a checkpoint with one verdict: scrap or scale.
Month 3
Playbook in your hands
Winners scaled and documented into a playbook you own.
04. Results
Meaningful conversations. Real pipeline.
27
meetings booked in six months
016
qualified meetings
1Blackstone, Thoma Bravo, Bain Capital, Ares, TPG, Onex
among the accounts that met
2What this shows: Personality opens doors that scale never will. The more specific the message, the bigger the desk it lands on.
05. Client quote
An incredible partner.
"This targeted approach has yielded remarkable results, significantly amplifying traction and eliciting heightened responses from our prospects. As a result, we have successfully cultivated connections and secured booked meetings with prominent accounts such as Blackstone, Thoma Bravo, Bain Capital, Ares, TPG and Onex."
VASS
Engagement report, Jan–Jun 2024
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