Palico
Personalisation at scale that felt like an extra in-house rep. 3 clients closed in the first weeks.
A FinTech private-equity marketplace (under 20 people) for LP-led secondaries, 2,000+ accredited investors and $1B+ in secondary sales across 200+ fund positions in 2024.
Visit PalicoStanding out in a crowded inbox was the whole problem. Personalization meant hours of manual research per prospect, and sending high volume from the main domain put the brand's reputation at risk.
Dedicated domains
Separate outreach domains with proper authentication to protect the primary brand.
Enrichment + personalisation
Crunchbase for fund type, size, and region; Clay for dynamic fields like industry focus and recent activity.
Sequenced follow-up
Multi-step Smartlead sequences with A/B tested subject lines, timed follow-ups, and a weekly reporting loop to find the angles that worked.
Dedicated, authenticated sending domains to isolate brand risk.
Dynamic personalization fields per fund instead of manual research.
A/B tested multi-step sequences with weekly angle reviews.
6 to 15 positive replies a week from week two, three clients closed in the first weeks, new conversations daily, and no new hires. As their head of sales put it, like adding a rep in-house.
“It's almost like expanding the sales team and having an extra resource in-house. Very time efficient for us.”
Paloma Hernandez, Head of Sales, Palico
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