Cardo AI Power Moves: Unlock Pipeline Potential

🚀 Battle Card: Cardo AI

• Daniel Esteve, Chief Revenue Officer · 🔗 LinkedIn

• A Cardo AI sales trigger highlights their ramped‐up commercial push in the booming ABF and private credit markets. → Source

• Scaling complex asset‐based finance workflows

• Maintaining transparency and control across global operations

• Primary: Sales Automation & Pipeline Visibility → Accelerate deal cycles and boost forecast accuracy

• Expansion: Financial Reporting & Analytics Module → Enhance transparency and drive scalable growth

• HQ: New York, NY

• Employees: ≈ 200

• Rev: ≈ $30 M

• Website: cardoai.com

🤼 Competitive Intel

• Salesforce — CRM
• Unique edge: AI-driven forecasting & customization
• Evaluated by CRO & Sales Ops for depth of features

• HubSpot — CRM
• Unique edge: Seamless marketing-to-sales alignment
• Evaluated by Director of Sales Enablement for ease of use

• Microsoft Dynamics 365 — CRM
• Unique edge: Native Office 365 integration
• Evaluated by IT & CRO for ecosystem fit

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Sales automation & pipeline visibility❑
PROOF_METRIC  = ❑35% faster deal cycles❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Daniel
COMPANY     = Cardo AI
DEPT        = Revenue
SIZE        = ≈15
BOTTLENECK  = Scaling complex asset-based finance workflows
EVENT       = Appoints Chief Revenue Officer
DETAIL      = your appointment as Chief Revenue Officer
PAIN        = Scaling asset-based finance workflows
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251016976759&div=41152219
SIM_CO      = Multitude Bank
WIN_METRIC  = 30% faster deal cycles
NEXT_SIZE   = ≈25
EMP_EST     = ≈200
REV_EST     = ≈$30M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈15-person Revenue

Daniel—noticed your Revenue team is ≈15.

That’s when Scaling complex asset-based finance workflows slows growth.

We helped Multitude Bank fix this with Sales automation & pipeline visibility.

Result: 30% faster deal cycles.  
Quick call?

PS—next bottleneck hits ≈25.

DM ≤45 words, TONE:
Saw your post about your appointment as Chief Revenue Officer — Scaling asset-based finance workflows.  
Sales automation & pipeline visibility. 35% faster deal cycles.  
Quick chat?