Clean Energy / Infrastructure
From zero outbound infrastructure to 8 operational playbooks and 9,000+ qualified investor prospects — in 6 months
Service
Done-For-You Outbound + Custom Playbooks
Industry
HQ
Team Size
Results First: What We Delivered
When Energea came to Corebits, they had a simple problem: they were launching a new wealth management channel but had zero outbound infrastructure. No systems. No playbooks. No way to reach RIAs, broker-dealers, or institutional investors at scale. Here's what we built in 6 months:
Qualified Prospects: 9,000+ qualified investor prospects identified across RIAs, broker-dealers, pension funds, and corporate investors.
Website Visitor Playbook: 14-15 website visitors enriched daily with 10-15 minute response time from visit to first contact.
SEC Database Processed: 16,000+ companies scraped from SEC database, filtered down to 3,000+ ICP-qualified companies.
Email Infrastructure: 30 warmed email domains ready for sending across 3 sender profiles.
Existing Investor Nurture: 1,700 existing investors identified for LinkedIn nurture campaign — getting daily connection accepts.
Investment Policy Statement Automation: AI reads 50+ page pension fund policy documents and writes personalized 5-point pitches based on each fund's actual investment allocations.
Zero Duplicate Complaints: Multi-layer deduplication against 20,000+ existing HubSpot contacts — zero complaints despite massive volume.
8 Playbooks Built: Website Visitors, RIA, Broker-Dealers, Existing Investors (live) + Funds, Corporate Investors, Reddit Monitoring, LinkedIn Signals (pending launch).
"I couldn't even find any mistakes on it. This mapping, this logic is pretty solid."
- Chris Sattler,
Managing Partner, Energea Global
The Context: Launching a New Channel from Scratch
Energea Global is an energy infrastructure investment platform that lets everyday investors participate in solar, wind, and clean energy projects. They had a successful retail business — but were launching a new wealth management channel to reach RIAs, broker-dealers, pension funds, and institutional investors.
The problem? They had zero outbound infrastructure. No systems. No playbooks. No way to reach these audiences at scale.
Here's why they reached out to Corebits:
No existing outbound system. They needed cold outbound infrastructure built from scratch — email, LinkedIn, website visitor tracking, CRM integration.
Multiple target audiences. RIAs, broker-dealers, pension funds, endowments, family offices, corporate investors — each needed different messaging and different compliance considerations.
Massive DNC list. They had 20,000+ existing contacts in HubSpot that couldn't be touched. Any outbound system needed airtight deduplication.
Complex compliance requirements. Financial services regulations (FINRA, SEC registrations, fee-only vs. commission models) meant messaging had to be precise.
Limited internal bandwidth. The team was small — Managing Partner, Investor Relations lead, and CTO. They didn't have time to learn Clay, build automations, or manage campaigns themselves.
What they asked us for:
A complete outbound infrastructure from scratch
Multiple playbooks targeting different investor segments
AI-powered personalization at scale
Integration with existing HubSpot CRM
A system they could eventually manage themselves
"I like working with you guys. It's so much easier for me to just plug into you. I had ambitions of trying to learn it, but it's way too involved."
- Chris Sattler
Managing Partner, Energea Global
Strategy: 8 Playbooks, Multi-Channel Orchestration, AI-Powered Personalization
Our plan was to build a complete outbound engine from scratch — not one playbook, but eight. Each targeting a different investor segment with different messaging, different channels, and different compliance considerations.
Here's how we built it:
1. Website Visitors Playbook (Real-Time Engagement)
This is the real-time engagement engine. When someone visits energea.com, we identify them, enrich their profile, and trigger outreach — all within 10-15 minutes.
RB2B Integration: Identifies anonymous website visitors in real-time
Instant Enrichment: Email, LinkedIn, company data pulled automatically
4-Layer HubSpot Deduplication: Work email, personal email, full name, LinkedIn URL — all checked before any outreach
Multi-Channel Sequences: LinkedIn connection request + personalized email + Slack notification to the team
Retail vs. Wealth Classification: AI determines if visitor is retail investor or wealth channel prospect
Chris's Feedback: "This has got the lower volume. We can work out any kinks, and I think it will get all of our applications synced and running a live playbook."
2. RIA Playbook (Registered Investment Advisors)
This playbook targets fee-only financial advisors who could recommend Energea to their high-net-worth clients.
SEC Database Scrape: 16,000+ RIAs pulled from SEC database
AI Website Verification: Custom AI agent visits each company website to verify ICP fit before enrichment
ICP Classification: Sustainability/ESG focus, company size, AUM filtering
Fee-Only vs. Fee-Based Identification: Different value propositions for each model
Educational Background Matching: Personalization based on prospect's alma mater
Geographic Targeting: Connecticut, NY, Massachusetts — offer to meet in person
Result: 7,600 qualified contacts identified
Chris's Feedback: "I spot checked this. This is working really well. The prospects that you're finding from the companies, the titles, perfect hits of exactly who we want to talk to."
Tyler's Input: "Between you and me, our early success in this channel, I'd be willing to bet any amount of money is going to be with the RIA and more of a fee only RIA."
3. Broker-Dealers Playbook
Similar to RIA, but targeting commission-based financial professionals with FINRA-verified, compliance-aware messaging.
FINRA Verification System: Confirms broker-dealer registration
Hybrid vs. Independent Classification: Different messaging for each model
Custom Value Proposition: Focused on commission potential vs. client value
Integration with RIA Playbook: Shared infrastructure for efficiency
4. Funds Playbook (Pension Funds & Endowments)
This is the most sophisticated playbook. It reads Investment Policy Statements (IPS) from pension funds and writes personalized letters referencing their specific investment guidelines.
IPS Scraping: AI finds and downloads Investment Policy Statement PDFs
AI Analysis: Extracts allocation data, identifies gaps or opportunities
Personalized 5-Point Pitch: AI generates a letter that looks like someone read their entire 50-page policy document
Direct Mail Component: For prospects inactive on LinkedIn
Chris's Explanation: "On these public pension funds, they all have what's called an investment policy statement. It's very easy to download that, feed it into an AI agent, and they can see exactly the allocations to different assets. Like it's a letter that looks like I read their entire investment policy statement and came up with five reasons why we're a perfect match."
Chris's Feedback: "It's so much more compelling. And if we can get that message to the right gatekeeper, I think that's going to be an interesting channel."
5. Existing Investors Playbook
This playbook reaches out to Energea's 1,700 existing investors on LinkedIn to deepen relationships and build Chris's network.
25 LinkedIn Connections Per Day: Steady growth without triggering rate limits
Relationship Messaging: "Thank you for investing with us" — not sales
Content Engagement: Likes, comments on relevant posts to warm up the network
Result: Daily connection accepts, growing Chris's LinkedIn presence
Chris's Feedback: "This is working really well — we're getting daily connection accepts."
6. Corporate Investors Playbook
Targets endowments, family offices, and corporate investment arms. Built and ready — waiting for activation when Energea decides to raise.
7. Reddit Monitoring Playbook
Automated monitoring of Reddit for conversations about renewable energy investing.
Subreddits Monitored: r/finance, r/investing, r/energy, r/GreenInvestor, r/RenewableEnergy
Weekly Digest: Relevant posts and comments delivered to Slack
ICP Qualification: AI identifies which post authors match Energea's ICP
Engagement Strategy: Recommendations for strategic commenting (not pitching)
Chris's Reaction: "This could be a good one for us to comment on."
Gray's Feedback: "That'd be a huge value add. Awesome."
8. LinkedIn Signals Playbook
Identifies people who engage with relevant LinkedIn content (posts about renewable energy, sustainable investing) and triggers outreach to them.
The Standout Campaign: Investment Policy Statement Automation
This was the breakthrough innovation that Chris called "so much more compelling."
The Insight:
Every public pension fund has an Investment Policy Statement (IPS) — a 50+ page document that outlines exactly what they can and can't invest in, their current allocations, and their investment criteria.
Most outbound agencies send generic emails. We built an AI that reads these documents and writes personalized letters that reference the fund's actual investment guidelines.
How It Works:
1. Find the IPS Document
Clay agent searches for the fund's Investment Policy Statement
Downloads the PDF automatically
2. AI Analysis
AI reads the entire document
Extracts current allocation data
Identifies gaps (e.g., "5% allocation to alternatives, but no renewable energy exposure")
Notes specific criteria and constraints
3. Generate Personalized Pitch
AI writes a 5-point letter that references specific details from the IPS
Each point connects Energea's offering to the fund's actual investment criteria
Tone: Informed consultant, not pushy salesperson
4. Multi-Channel Delivery
Email for digitally active prospects
Direct mail for prospects inactive on LinkedIn
Why It Works:
The letter looks like someone spent hours reading their 50-page policy document. Because, in a way, someone did — the AI did. The recipient thinks: "This person actually understands our situation."
Chris's Feedback:"It's so much more compelling. And if we can get that message to the right gatekeeper, which these policy statements help you do, I think that's going to be an interesting channel."
"This is they've gone through their website, they've gone through whatever is on LinkedIn, and they've identified this as an ICP, and they've identified this as an angle to talk to them... I love it."
- Aamir Bajwa,
Managing Partner, Energea Global
What Slowed Results (And How We Fixed It)
Every project hits speed bumps. Here's what we encountered and how we resolved it:
Challenge | Solution |
AI referenced a bankruptcy announcement positively — Brighton Securities post about a company going bankrupt was picked up as "relevant content" | Added sentiment analysis layer — only reference posts if 100% positive and relevant. Multi-layer content validation before any personalization. |
Owner title congratulation problem — AI congratulated a construction company owner on "new role" (he just started another LLC) | Added company size filter (20+ employees) and special logic for owner/founder titles. Context guardrails for AI. |
Massive DNC list (20,000+ contacts) — Had to avoid contacting any existing HubSpot contacts | Built 4-layer deduplication: work email, personal email, full name, LinkedIn URL matching. Zero complaints despite massive volume. |
Complex compliance requirements (FINRA, SEC) — Different messaging needed for fee-only vs. commission models | Flexible classification system with multiple verification points. Tyler's guidance: "I wouldn't use FINRA as a hard filter — there's a lot of independent RIAs that are not affiliated with FINRA." |
Credit management anxiety — Chris worried about unexpected Clay bills | Conditional run logic, batch processing (1,000 at a time), strategic enrichment ordering. Stayed within $800/month budget while processing massive volume. |
LinkedIn messaging too soft — Initial messages were generating unqualified responses from consultants wanting to sell services | Created more direct messaging that mentions Energea upfront while remaining conversational. Higher quality conversations, better meeting conversion. |
Key Learning: AI needs guardrails. Always validate sentiment before referencing content. Use multiple data sources for classification. Build in spot-check mechanisms.
Why It Worked
Building a complete outbound infrastructure from scratch in 6 months is rare. Here's why this project succeeded:
Client involvement was exceptional. Chris personally reviewed every workflow, sample copy, ICP classification logic, and sender assignment rule. Unlike typical agency relationships, he was in the details — which meant zero major pivots and high confidence in quality.
Iterative approach, not "big bang" launches. We never launched anything at scale without testing on 20-50 samples first. Get feedback, adjust, then run on the full list. This is why the Website Visitors playbook worked smoothly — and why RIA and Broker-Dealers are being optimized now.
Multi-layer deduplication was non-negotiable. With 20,000+ existing contacts to avoid, we built four verification layers. The result: zero duplicate complaints despite 9,000+ new prospects identified.
AI needs guardrails. The Brighton Securities bankruptcy post and the owner title issues taught us that AI can't just pull content blindly. Sentiment analysis, context verification, and spot-check mechanisms are essential.
IPS automation was the breakthrough. Reading investment policy documents and generating personalized pitches is 10x more compelling than generic outreach. This is the kind of personalization that actually gets replies.
What's Next
The next stage for Finimize is all about scaling what works and experimenting where it makes sense.
Hold the core: Keep the trading platform / neo-brokerage engine running. Continue expanding CA, EU, MENA, APAC, and LATAM markets.
Clone the playbook for new verticals: Test adjacent ICPs like financial education platforms and investment newsletters.
LinkedIn content play: Ghostwrite thought leadership content for the BD Lead to attract inbound alongside the outbound engine.
Cold calling layer: Add a dedicated caller to follow up on high-intent signals — website visitors, email opens, LinkedIn engagers.
The foundation is built. Now it's about adding layers and optimizing.
"I really enjoyed working with you guys. It is amazing. You guys have been amazing in terms of giving feedback, making sure you're present, trying to make sure it's better, it's performing at the highest level."
- Aamir Bajwa,
Founder, Corebits
