Pipeline Trigger: Iris Finance

🚀 Battle Card: Iris Finance

• Drew Fallon, Co-Founder & CEO 📧 drew@irisfinance.co

• Early-stage CPG brands struggle with margin blind spots and cash flow risks. → Source

• Lack of real-time margin visibility across SKUs

• Manual forecasting errors leading to cash flow mismanagement

• Primary: AI-native margin tracking → Instant profit insights

• Expansion: Automated forecasting & cohort analysis → Accurate cash flow planning

• HQ: Chicago, IL

• Employees: ≈ 25

• Rev: ≈ $1.5M ARR

• Website: https://www.irisfinance.co

🤼 Competitive Intel

• 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

Next Step

🧠 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?" >>