Prepared for
Technology companies · Web3 & FinTechB2B Growth and AI for Web3 & FinTech Companies
More institutional pipeline, fewer dead ends.
Your pipeline at a glance, every morning
The numbers and workflow statuses I'd set up for a Web3 or FinTech company, in one view. Illustrative only: a fictional pipeline with sample data.
Platform fees
Monthly, last 12 monthsAutomations
- Counterparty research agent58 exchanges, PSPs and merchants researched Running
- Personalised outbound drafts31 emails waiting for your approval Needs approval
- Meeting notes to CRM34 calls logged with next steps Running
- Due diligence pack drafts4 questionnaires ready for review Needs approval
- Integration follow-ups7 integrations tracked to go-live Running
- Volume & churn signals3 partners with falling volume flagged Running
Pipeline by segment
Share of open pipeline, last 90 daysAutomation at work
Last 30 daysWeb3 and FinTech companies selling to businesses run a CRM, community and messaging channels, product analytics and a compliance process that every partner deal must pass through. The gap is the work between them: researching exchanges, PSPs, merchants and banks, writing outreach that addresses risk and regulation, tracking partnerships and following up on integrations. I help with positioning, pipeline and partnerships, and set up AI for research and drafting. Your team approves every message, and AI never makes compliance, legal or risk decisions.
How much time could automation give back?
Enter your own numbers: repetitive tasks like enquiries, bookings, documents, orders and reports. Nothing is sent anywhere.
Planning assumptions
Planning assumptions only, not a promise. A person still approves anything important.Every use case, in one checklist
For blockchain, stablecoin, crypto payments and FinTech infrastructure companies selling to businesses. Tick what fits your business, then send me your list and I'll tell you where to start.
Questions I get asked
Something else on your mind? Ask me on a short call.
Will this work with the tools we already use?
Yes. I build on your current stack, for example HubSpot, Salesforce or Attio for CRM, plus Slack, Telegram and your product analytics. Workflows connect through existing APIs and integrations, so your team keeps working where it already does, with no change to your core platform, ledger or payment flows.
Does AI make compliance or risk decisions?
No. AI does not make KYC, AML, legal, licensing or risk decisions, and it does not approve partners or transactions. It drafts, summarises and routes information so your compliance and legal teams can decide faster. Anything sensitive or customer-facing is a draft for approval, and every action is logged.
How do you handle sensitive financial data?
Carefully, and before anything is built. We agree which data each workflow may touch, where it is stored and processed, and how long it is kept, settling data protection and residency rules for each market you operate in first. Workflows use your own accounts and permissions, customer data is not used to train public models, and access is logged.
Can you help us sell to banks and institutions, not just crypto-native firms?
Yes. Institutional buyers want clear answers on risk, security, regulation and integration effort before they engage. I help you shape positioning and proof for those buyers, build targeted outbound to the right roles, and prepare your team for long due diligence cycles, with AI handling research and first drafts.
Can you help us enter the GCC?
Yes. I spent four years on the ground in Dubai, and digital assets and payments activity is growing across the UAE, Saudi Arabia, Qatar and Oman. I help with partner and channel mapping, localised positioning, Arabic and English outreach and events. Licensing and regulatory questions belong with your legal advisers, and I work alongside them.
Do I need to be technical?
No. Your sales and partnerships team sees the results in the tools it already uses, such as draft emails in the CRM or call summaries on a deal record. I handle the setup, connections and testing, and walk your team through how each workflow behaves and how to adjust it.
How long does it take, and what does it cost?
It depends on your tools, the size of your team and which use cases you start with. Workflows that touch regulated data take longer, because data rules are agreed first. A short call is enough for me to give you a clear scope, timeline and price for the first step.
Want to see these workflows in your business?
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