Transactions
From investment banks in New York to startups in Austin and Seattle. Here's what happens when capital raisers stop relying on referrals and start growing systematically.
Investment Bank · Vancouver, Canada
Kadenwood was managing multiple large-scale capital raises simultaneously — including a $400M raise for LaserLight, $150M for M31 Capital, $100M for Admiral Capital, and $30M for ProActive Analytic — and needed a systematic outbound engine to reach the right institutional investors at scale across all mandates.
We built a multi-mandate outreach strategy targeting the most relevant institutional allocators, family offices, and sovereign wealth vehicles for each raise. Messaging was tailored per mandate, ensuring every conversation was relevant and high-context. We secured introductions to Blackstone, Bezos Expeditions, Walton Enterprises, Brookfield, and HIG.
"DGP gave us the outbound infrastructure to run multiple large raises at the same time without dropping the ball on any of them. The quality of introductions — Blackstone, Bezos Expeditions, Brookfield — speaks for itself."
Active capital raises managed
Revenue generated for Kadenwood
Largest single raise (LaserLight)
Tier-1 investors connected
Investment Banking · New York City
Nassau Street Partners was working across multiple client mandates — including a $10M raise for Mandelbrot Capital and a $12M equity raise for Gresham Capital — while also trying to grow their own advisory revenue. They needed a scalable outreach process that could serve multiple clients simultaneously.
We built a systematic outbound function targeting the right investor profiles for each mandate. For Mandelbrot and Gresham, we identified and engaged institutional investors, family offices, and strategic allocators aligned with each deal thesis. In parallel, we ran a BD campaign for Nassau Street itself, driving their advisory revenue from $2M to $15M in 9 months.
"DGP helped us scale our own revenue from $2M to $15M in 9 months while simultaneously running outreach for our clients. The results across every mandate exceeded expectations."
Raised across client portfolio
Advisory revenue growth (9 months)
Mandelbrot Capital raise
Gresham Capital equity raise
Boutique Investment Bank · New York City
Amaretto Partners needed to source capital across two very different mandates: a $200M+ debt raise for a 200-unit real estate mixed-use development, and $9M across various specialty lending programs. Each required a distinct investor profile and messaging approach.
We ran two parallel outreach campaigns. For the real estate development, we targeted debt funds, family offices with real estate mandates, and institutional lenders comfortable with mixed-use projects at scale. For the lending programs, we focused on specialty finance investors and credit-focused family offices. Every message was deal-specific and high-context.
"Running two very different mandates at the same time is complex. DGP built the right outreach for each one and delivered. $209M+ sourced across both deals."
Total capital sourced for clients
Real estate debt raise
Specialty lending programs
Parallel mandates run simultaneously
Remote Patient Monitoring · Austin, Texas
An early-stage MedTech company building remote patient monitoring technology needed to raise $3M from healthcare-focused investors. They had a compelling product but no investor network and no systematic way to get in front of the right institutional backers.
We built a targeted outreach campaign focused exclusively on healthcare-focused institutional investors: venture funds with digital health mandates, family offices with healthcare portfolio exposure, and strategic investors in the remote monitoring space. Over 180 days we generated 29 qualified investor meetings with decision-makers who understood the space.
"We had a strong product but zero investor network. DGP got us in front of 29 qualified healthcare investors in 6 months. We closed our $3M round from those introductions."
Qualified investor meetings
Capital raised
Healthcare institutional investors engaged
Days to close
Energy Storage Systems · Denver, Colorado
A CleanTech startup developing next-generation energy storage systems needed to raise $2.1M from climate-focused investors. With a niche technology and a crowded clean energy investment landscape, they needed a way to cut through the noise and reach the right funds.
We identified and targeted 14 climate-focused investment firms with active energy storage mandates, including impact funds, climate-first VCs, and family offices with ESG commitments. Over 240 days we ran a highly targeted campaign that generated 39 qualified investor meetings with decision-makers actively deploying into the energy transition.
"The clean energy space is crowded and investors are selective. DGP found the 14 firms that were actually deploying into energy storage and got us in the room. We closed $2.1M."
Qualified investor meetings
Capital raised
Climate-focused firms engaged
Days to close
Corporate Training Platform · Chicago, Illinois
An EdTech company building a corporate training platform needed to raise $1.2M in seed funding. They had early traction with enterprise clients but no investor relationships and needed to move quickly to fund their next growth phase.
We ran a focused 90-day outreach campaign targeting seed-stage investors with enterprise SaaS and future-of-work mandates, as well as strategic angels with corporate L&D backgrounds. Every message was tailored around the company's enterprise traction and the growing demand for scalable corporate training solutions.
"17 qualified investor meetings in 90 days. We closed our $1.2M seed round faster than we thought possible. DGP's targeting was precise — every meeting was with someone who understood our space."
Qualified investor meetings in 90 days
Capital raised
Days to first close
Enterprise clients at time of raise
Marketing Automation · Seattle, Washington
A marketing automation SaaS company was raising a Series A and needed to get in front of the top-tier VC funds in the US. They had strong product metrics but no warm introductions to the funds that mattered — Sequoia, Andreessen Horowitz, Bessemer, and Accel.
We built a 12-month outreach campaign targeting partners and principals at 28 top-tier VC funds with enterprise SaaS mandates. We crafted messaging around the company's key metrics — ARR growth, NRR, and CAC payback — in the language that top-tier VCs respond to. Over 12 months we secured 67 investor meetings across the target fund list.
"Getting in front of Sequoia, a16z, Bessemer, and Accel without warm intros felt impossible. DGP made it happen. 67 investor meetings over 12 months from cold outreach alone."
Investor meetings over 12 months
Top-tier VC funds engaged
Tier-1 funds (Sequoia, a16z, Bessemer, Accel)
Month outreach campaign
Your Turn
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