Exponential / Advisory

Your buyers are Big 4 firms, banks and asset managers. We have closed them before.

Regulated institutions buy on references, run long procurement and security reviews, and need a champion with cover. We built that sales process at Koinly from zero and run it as an outside operator for one or two companies at a time.

  • $300KARR from $0 in 18 months as Koinly's first B2B hire
  • 48%demo-to-close rate across the enterprise book
  • 9enterprise accounts closed, Big 4 to Wealthsimple
  • 120+institutional integrations run at FastLane, from 8

Enterprise accounts closed at Koinly

DeloitteBDOMazarsRSMUHYEisnerAmperWealthsimpleFindexCrowe

The entry engagement: a $15K Diagnostic, two weeks, on your data.

  • Your pipeline reconciled: every live conversation mapped to a stage, an owner, and a next step
  • Your buyer map: which firms buy your category, who signs, and what procurement actually requires
  • The demo and proposal teardown: why deals stall after the first call and the fix
  • The one move: the highest-leverage play to land your next enterprise logo this quarter

$7.5K credits toward a full engagement if we continue. 72-hour mutual walk right, no questions. Statements of work carry acceptance criteria, the discipline that closed Deloitte, BDO, Mazars, and RSM.

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