
PE-Backed Fintech Company
Meridian7 stepped into a PE-backed fintech platform with significant capital, a Wall Street-credentialed C-suite, and zero sell-side GTM capability. No CRM, no pipeline, no forecasting, no pre-sales. We built the entire sales operating model from scratch and drove revenue from $0 to $3M in six months with just two sellers and one pre-sales.
What we delivered:
A complete sales-led GTM operating model including ICP, qualification standards, pipeline structure, and forecast discipline
Domain fluency in regulated fintech and AI, translating KYC/AML workflows into buyer-relevant value narratives
Enterprise deal execution that secured Microsoft as a tier-one customer within 12 months
From founder-led selling to repeatable revenue under PE expectations — this is what disciplined GTM execution looks like when the capital is already in place.
Download the case study now:
