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Case Study: BridgeFT

B2B FinTech company, selling into RIAs, Wealth Managers, Family Offices and Broker Dealers.

Solving the problem of data and portfolio management + client reporting in an efficient manner.

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10x growth

in client base over three years

Series A Funding

raised off the back of the sales growth

“After following the Stack process, we implemented a successful sales engine that was a big part of our successful Series A fundraising effort.”

Rasheed Hammouda
Founder & CEO

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The Challenge

They were a founder-led sales organization and wanted to scale their sales team. The details of the sales process were in the founder’s head, and they needed to change this to grow.

How We Helped

What Stack was hired to do
  • Define, document, organize & optimize a repeatable process & sales messaging
  • Ensure this process was embedded into new sales hires
Areas of Focus
  • Sales Document Review, Ideal Client Profiles, Sales Cycle Mapping, Sales Framework Audit
  • Sales Playbook Creation, Sales Messaging, Question Bank, Sales Gate Creation


  • 10x growth​ in client base over three years​
  • Series A Funding raised off the back of the sales growth​​

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