I worked on investment banking go-to-market, sell-side and buy-side mandates. My job was to make the pipeline readable and get outreach performing at volume.


The deal teams worked out of spreadsheets and memory. Lists went stale, personalization was all manual, and nobody could say which campaign produced which conversation.
The internal tooling: AI-assisted tools and React dashboards on top of our CRM data. Pipeline tracking, campaign orchestration and the analytics the team opened every day.
Everything started with the source - government filings, Crunchbase, Apollo, LinkedIn - then went through Clay for waterfall enrichment, dedupe and validation before it was allowed near the CRM. Only records that cleared the scoring bar went into a sequence, and sequences branched on signal type, so a company that had just announced a deal got a different opener than one that had gone quiet.
Replies got routed as soon as they landed, and every step wrote back to the CRM. That kept the dashboards accurate instead of turning them into a second, prettier version of the truth.