Pipeline Trigger: Iris Finance
Iris Finance raised $6.2M seed. Pitch AI margin tracking for a quick close. Next touch: Drew Fallon.
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🚀 Battle Card: Iris Finance
Quick trigger:
This Iris Finance sales trigger is a prime entry point for FP&A solutions.
👤 Decision Maker in the News
- Drew Fallon, Co-Founder & CEO 📧 drew@irisfinance.co
💡 Why It Matters
- Early-stage CPG brands struggle with margin blind spots and cash flow risks. → Source
🎯 Core Pain Point
- Lack of real-time margin visibility across SKUs
- Manual forecasting errors leading to cash flow mismanagement
💰 What to Pitch
- Primary: AI-native margin tracking → Instant profit insights
- Expansion: Automated forecasting & cohort analysis → Accurate cash flow planning
🗺️ Quick Context
- HQ: Chicago, IL
- Employees: ≈ 25
- Rev: ≈ $1.5M ARR
- Website: https://www.irisfinance.co
🤼 Competitive Intel
Which other vendors you’ll probably face to win Iris Finance’s business.
- Planful — FP&A
- Unique edge: Connected Excel interface for finance teams
- Evaluated by CFO & VP Finance for user familiarity
- Anaplan — Planning & Performance
- Unique edge: Scalable cloud modeling for global ops
- Evaluated by COO & IT for enterprise readiness
- Vena Solutions — FP&A
- Unique edge: Native Excel workflow with audit trails
- Evaluated by Director Finance for compliance needs
- Jirav — FP&A & Reporting
- Unique edge: Rapid CPG benchmarking and dashboards
- Evaluated by Finance Manager for speed-to-value
✅ Do-Now Checklist
Connect with all decision makers on LinkedIn (links above)
Generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch referencing this Iris Finance sales trigger
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Get the next Iris Finance sales trigger intel daily—no fluff, all pipeline.
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑❑
PROOF_METRIC = ❑❑
CTA_STYLE = ❑❑
TONE = ❑❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Drew
COMPANY = Iris Finance
DEPT = Finance
SIZE = ≈ 2
BOTTLENECK = ≈ margin blind spots
EVENT = Raised $6.2M Seed Round
DETAIL = Raised $6.2M seed
PAIN = lack of real-time margin visibility across SKUs
SRC = https://vcnewsdaily.com/iris-finance/venture-capital-funding/bxvkwwhdwf
SIM_CO = ≈ TBD
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ 5
EMP_EST = ≈ 25
REV_EST = ≈ $1.5M ARR
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ 2-person Finance
Drew—noticed your Finance team is ≈ 2.
That’s when ≈ margin blind spots slows growth.
We helped ≈ TBD fix this with ❑❑.
Result: ≈ TBD.
<<CTA_STYLE=="quick_call" ? "Quick call?" : "Want the 2-min recap?">>
PS—next bottleneck hits ≈ 5.
DM ≤45 words, TONE:
Saw your post about Raised $6.2M seed — lack of real-time margin visibility across SKUs.
❑❑. ❑❑.
<<CTA_STYLE=="quick_call" ? "Quick chat?" : "Send case study?" >>