PraxisIQFuseIQby PraxisIQ

Investment banking · Anonymized

B2B Software Investment Bank

Disconnected market data became a scalable prospecting engine.

Sourcing depended on manual list building that did not scale. PraxisIQ unified the data, automated enrichment, and ranked outreach against the bank's own criteria.

Customer name withheld for confidentiality.

Market signalsEnrich + scoreRanked prospects
50,000+
prospects supported in one consolidated, ranked view.
~10×
faster outreach than the previous manual process.
< 4 weeks
from engagement start to a deployed, team-owned engine.

Figures as supplied by the source engagement.

The problem

Coverage was limited by how fast analysts could build lists.

  1. 01Market data sat in disconnected sources with no single view.
  2. 02Lead quality and ranking depended on who built the list.
  3. 03Enrichment and research were done record by record.
01What PraxisIQ changed

From raw market data to prioritized outreach.

Enrichment and scoring run as workflow rather than analyst effort, so the team works one ranked view and is alerted when a tracked market signal changes.

  1. 01

    Market data

    Company, funding, and hiring sources connected.

  2. 02

    Enrichment

    Missing fields completed by workflow, not by analyst.

  3. 03

    Scoring

    The bank's own fit criteria applied consistently.

  4. 04

    Segmentation

    Tags that support relevant, personalized outreach.

  5. 05

    Prioritized prospects

    One ranked view the team works from.

  6. 06

    Signal alerts

    Notification when a tracked signal changes.

Under the hood
Technology used
Clay, PitchBook, Crunchbase, OpenAI, Google Sheets, Airtable, and Slack.
Signal tables
Hiring, growth, funding, and market signals held as structured data rather than notes.
Ownership
The bank operates and maintains the engine itself, with no ongoing delivery dependency.
Upkeep
Enrichment and scoring run without analyst intervention; alerts surface changes in real time.
02What comes next
Delivered today
A deployed prospecting engine with connected sources, automated enrichment, proprietary scoring, segmentation, and real-time alerts.
Planned next
Additional data sources and scoring criteria as coverage widens, using the same workflow.

FuseIQ

Find the next workflow worth changing.

See how PraxisIQ combines FuseIQ, forward-deployed engineering, and governed AI delivery around measurable operating outcomes.

Explore FuseIQ
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