Case Study: Investor Outreach and CRM Implementation for DNA Capital

To build a scalable investor acquisition engine, Result Department started by putting the right team in place. We hired and trained three dedicated lead generation managers, each with clear roles and KPIs. Two focused on targeted outreach across LinkedIn and email, while the third also handled cold calling and managed meeting scheduling directly with investor contacts.

Our outreach strategy was built to start real conversations. Each contact was researched and categorized by investor type, portfolio focus, and relevance to DNA Capital’s positioning. Messaging was tailored, and follow-ups were tracked with precision.

As investor interest started coming in, we made sure those leads didn’t get lost. We implemented a custom CRM system, built around two core pipelines:

• Pipeline 1 tracked investors who had been contacted and were in the early stages—typically those scheduled for an intro call or awaiting follow-up.
• Pipeline 2 captured investors who had completed initial meetings and were now moving into negotiation or deeper engagement.

This structure gave DNA Capital full visibility into its investor funnel, who was engaged, who needed a nudge, and where each opportunity stood.

To make the system truly efficient, we layered in workflow automation and reporting. Tasks like follow-up reminders, meeting handoffs, and investor stage tagging were automated to reduce manual effort. Weekly reports provided leadership with a clear view of funnel performance, conversion bottlenecks, and upcoming opportunities.

Every part of the strategy was designed to do two things: streamline the outreach process and convert interest into capital partnerships, without wasting time or losing track of momentum.