ModernFi $30M Series B: Pipeline Trigger

🚀 Battle Card: ModernFi

• Paolo Bertolotti, CEO 📧 paolo@modernfi.com

• The ModernFi sales trigger highlights banks' urgent need for robust deposit management to ensure post-crisis liquidity. → Source

• Deposit base volatility post-2023 banking upheaval

• Compliance and security challenges in deposit sweep processes

• Primary: Deposit Management Platform → Stabilize liquidity & retain deposits

• Expansion: Automated Funds Sweeping → Enhance deposit growth & security

• HQ: New York, NY

• Employees: ≈ 75

• Rev: ≈ $12 M

• Website: modernfi.com

🤼 Competitive Intel

• Q2 — Deposit Management
• Unique edge: Cloud-native API-first platform
• Evaluated by CIO & VP Ops for scalability

• Fiserv — Core Deposit Services
• Unique edge: Deep integration with banking cores
• Evaluated by CFO for cost predictability

• nCino — Bank Operating System
• Unique edge: End-to-end digital customer journeys
• Evaluated by COO for risk & compliance

• Jack Henry — Core & Payment Solutions
• Unique edge: Strong credit union network
• Evaluated by Dir. Treasury for service reliability

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑≈ TBD❑
OFFER_BRIEF   = ❑Deposit Management Platform to stabilize liquidity & retain deposits❑
PROOF_METRIC  = ❑$60M funding raised❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Paolo
COMPANY     = ModernFi
DEPT        = Executive
SIZE        = 75
BOTTLENECK  = deposit base volatility post-2023 banking upheaval
EVENT       = Raises $30M Series B
DETAIL      = Raises $30M Series B
PAIN        = Compliance and security challenges in deposit sweeps
SRC         = https://vcnewsdaily.com/modernfi/venture-capital-funding/whsnvxylxx
SIM_CO      = Q2
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = 150
EMP_EST     = ≈ 75
REV_EST     = ≈ $12M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: 75-person Executive

Paolo—noticed your Executive team is ≈ 75.

That’s when deposit base volatility post-2023 banking upheaval slows growth.

We helped Q2 fix this with Deposit Management Platform to stabilize liquidity & retain deposits.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ 150.

DM ≤45 words, TONE:
Saw your post about Raises $30M Series B — Compliance and security challenges in deposit sweeps.  
Deposit Management Platform to stabilize liquidity & retain deposits. $60M funding raised.  
Quick chat?