Quota Catalyst: Cascadia Capital’s SV Launch & Tech IB Hire

🚀 Battle Card: Cascadia Capital

• Jonathan Cantwell, Head of Technology Investment Banking · 🔗 [LinkedIn](https://www.linkedin.com/company/cascadia-capital/)

• Spotting this Cascadia Capital sales trigger—Cascadia’s Silicon Valley office launch and team hire—unlocks priority for HR & People and Ops platforms. → Source

• Recruiting and onboarding specialized technology bankers in a hyper-competitive market

• Streamlining operational processes for a new office launch and client deal flow at scale

• Primary: HR & People solutions (recruiting software, ATS optimization) → Accelerated talent acquisition and retention

• Expansion: Ops & Supply Chain platforms (workflow automation, project management) → Efficient office operations and deal execution

• HQ: San Francisco, CA

• Employees: ≈ 150

• Rev: ≈ $75 M

• Website: [https://www.cascadiacapital.com/](https://www.cascadiacapital.com/)

🤼 Competitive Intel

• Workday — HRIS / Talent Management
• Unique edge: Unified HR and finance data for growing teams
• Evaluated by Head of Technology Investment Banking for workforce planning

• Greenhouse — ATS
• Unique edge: Customizable hiring workflows for niche roles
• Evaluated by Recruiting team for efficiency

• Lever — Recruiting / ATS
• Unique edge: Integrated CRM for proactive talent sourcing
• Evaluated by Talent acquisition leads for candidate pipeline automation

• BambooHR — HRIS
• Unique edge: User-friendly interface for small teams
• Evaluated by HR ops for simplicity and cost

• Asana — Project Management
• Unique edge: Flexible workflows ideal for deal teams
• Evaluated by Head of Technology Investment Banking for collaboration

• monday.com — Work OS
• Unique edge: Custom boards and integrations
• Evaluated by Ops for tracking complex transactions

• Smartsheet — Work Management
• Unique edge: Spreadsheet-like interface with automation
• Evaluated by PMO for process standardization

• Jira — Issue & Project Tracking
• Unique edge: Robust tracking and reporting for projects
• Evaluated by IT & Operations for scalability

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Recruiting software that automates hiring pipeline and cuts time-to-hire by 30%❑
PROOF_METRIC  = ❑30% faster time-to-hire❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Jonathan
COMPANY     = Cascadia Capital
DEPT        = Technology Investment Banking
SIZE        = 20
BOTTLENECK  = Recruiting and onboarding specialized technology bankers
EVENT       = Appointment of Jonathan Cantwell as Head of Technology Investment Banking
DETAIL      = launch of a Silicon Valley office
PAIN        = struggling to recruit and onboard specialized technology bankers
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251006517178&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈150
REV_EST     = ≈$75M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: 20-person Technology Investment Banking

Jonathan—noticed your Technology Investment Banking team is ≈20.

That’s when Recruiting and onboarding specialized technology bankers slows growth.

We helped ≈ TBD fix this with Recruiting software that automates hiring pipeline and cuts time-to-hire by 30%.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about launch of a Silicon Valley office — struggling to recruit and onboard specialized technology bankers.  
Recruiting software that automates hiring pipeline and cuts time-to-hire by 30%. 30% faster time-to-hire.  
Quick chat?