Horizon3.ai CFO Hire Sales Trigger

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🚀 Battle Card

🚀 Battle Card: Horizon3.ai

Quick trigger:

👤 Decision Maker in the News

Holly Grey, Chief Financial Officer · 🔗 LinkedIn

💡 Why It Matters

This Horizon3.ai sales trigger highlights the CFO’s mandate to professionalize finance ops amid rapid growth and market expansion. → Source

🎯 Core Pain Point

Managing complex financial operations during hypergrowth

Ensuring capital efficiency and compliance across global expansion

💰 What to Pitch

Primary: FP&A Platform → Real-time forecasting accuracy & scenario planning

Expansion: GRC Automation Tool → Streamlined reporting & audit readiness

🗺️ Quick Context

HQ: San Francisco, CA

Employees: ≈ 200

Rev: ≈ $50 M

Website: horizon3.ai

🤼 Competitive Intel

*Which other vendors you’ll probably face to win Horizon3.ai’s business.*

Anaplan — FP&A platform

Unique edge: Cloud-native scenario planning
Evaluated by CFO for dynamic forecasting

Workday Adaptive Planning — FP&A platform

Unique edge: Integrated with Workday HCM
Evaluated by finance ops for ease of use

Oracle NetSuite — Cloud ERP

Unique edge: Unified ERP/financials with real-time dashboards
Evaluated by CFO for end-to-end process control

BlackLine — Financial close & compliance

Unique edge: Automated close and reconciliations
Evaluated by finance teams for audit readiness

✅ Do-Now Checklist

Connect with all decision makers on LinkedIn (links above)

Reference the Horizon3.ai sales trigger in your first touch email

Generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch

Schedule follow-ups in CRM (Day 3 & Day 10)

Next Step

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🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑FP&A Platform for real-time scenario planning❑
PROOF_METRIC  = ❑20% improved forecast accuracy❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Holly
COMPANY     = Horizon3.ai
DEPT        = Finance
SIZE        = 10
BOTTLENECK  = managing complex financial operations during hypergrowth
EVENT       = CFO appointment
DETAIL      = drive scalable growth and operational excellence
PAIN        = Managing complex financial operations during hypergrowth
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250819281574&div=41152219
SIM_CO      = Exabeam
WIN_METRIC  = 20% uplift in forecast accuracy
NEXT_SIZE   = 50
EMP_EST     = ≈200
REV_EST     = ≈50M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: 10-person Finance

Holly—noticed your Finance team is ≈ 10.

That’s when managing complex financial operations during hypergrowth slows growth.

We helped Exabeam fix this with FP&A Platform for real-time scenario planning.

Result: 20% uplift in forecast accuracy.  
Quick call?

PS—next bottleneck hits ≈ 50.

DM ≤45 words, TONE:
Saw your post about drive scalable growth and operational excellence — Managing complex financial operations during hypergrowth.  
FP&A Platform for real-time scenario planning. 20% improved forecast accuracy.  
Quick chat?

Quota Alert: Horizon3.ai CFO Hire – Your Next Deal