Battlecard Blitz: Grantd

🚀 Battle Card

🚀 Battle Card: Grantd

• Brian McDonald, CEO 📧 brian@grantdequity.com

• This Grantd sales trigger underscores market confidence in AI-driven equity comp platforms, accelerating advisor adoption. → Source

• Unlocking value from the ≈ $4T in unmanaged equity compensation

• Lack of actionable, tax-aware insights for RSUs & ISOs

• Primary: AI-driven equity planning platform → Streamlined workflows and maximized equity value

• Expansion: Advanced scenario modeling module → Deeper client engagement and retention

• HQ: Boulder, CO, USA

• Employees: ≈ 50

• Rev: ≈ $10M

• Website: grantdequity.com

🤼 Competitive Intel

• Global Shares — Equity Plan Management
• Unique edge: Cloud-native global platform
• Evaluated by CFO for compliance and reporting

• Shareworks — Equity Compensation Platform
• Unique edge: Deep integration with financial services
• Evaluated by Director of Finance for robust reporting

• Certent — Equity Compensation & Reporting
• Unique edge: Robust tax compliance workflows
• Evaluated by VP of Operations for accuracy

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑AI-driven equity compensation planning platform❑
PROOF_METRIC  = ❑≈ TBD❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Brian
COMPANY     = Grantd
DEPT        = Executive
SIZE        = 50
BOTTLENECK  = lack of actionable, tax-aware insights
EVENT       = Strategic funding secured
DETAIL      = strategic funding secured
PAIN        = unlocking value from ≈ $4T in unmanaged equity compensation
SRC         = https://vcnewsdaily.com/grantd/venture-capital-funding/ypnkdddgng
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ 100
EMP_EST     = ≈ 50
REV_EST     = ≈ $10M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: 50-person Executive

Brian—noticed your Executive team is ≈ 50.

That’s when lack of actionable, tax-aware insights slows growth.

We helped ≈ TBD fix this with AI-driven equity compensation planning platform.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ 100.

DM ≤45 words, TONE:
Saw your post about strategic funding secured — unlocking value from ≈ $4T in unmanaged equity compensation.  
AI-driven equity compensation planning platform. ≈ TBD.  
Quick chat?