Account research for B2B fintech

Know who to reach. And why.

A clearer target list. Better-informed outreach. Less guesswork.

Vantiqra AI helps payments, embedded-finance and financial-infrastructure teams turn a defined market into a practical account shortlist and personalized outreach drafts.

AI-assisted research. Human review. No guaranteed appointments.

Services

A useful shortlist.
A thoughtful next step.

Support for your revenue and partnerships motion, starting with one well-defined segment.

Inside the deliverable

See the thinking.
Not just a spreadsheet.

Each account is supported by an explanation, a source, and a transparent verification status. Explore a fictional example below.

ILLUSTRATIVE ACCOUNT / 001NOT A REAL COMPANY

FIT ANALYSIS

A clear reason to investigate.

Example: A fictional software platform sells to vertical SaaS companies and may benefit from embedded payments partnerships.

Evidence standardDocument the market and product fit before adding the account to a shortlist.

This interactive example illustrates our research format, not a real lead or client result.

The approach

Start small. Review the evidence. Decide what comes next.

Define the segment

Agree on your target market, buyer roles, exclusions and what makes an account relevant.

Your product and ideal customer

We clarify what you sell, the problem it solves, and the types of US B2B fintech companies that could benefit.

Targeting criteria

Agree on company size, product category, geography, buyer functions, and specific reasons an account should qualify.

Exclusions and verification

Record companies to avoid and distinguish sourced facts from assumptions before research begins.

Review an example

Assess a three-account sample for relevance and research quality before discussing a paid pilot.

Three-account preview

Review three illustrative or sourced research entries with a fit explanation, public evidence, and any verification gaps.

Evaluate the quality

Check whether the accounts match your target segment and whether the source links support the stated reasons.

Decide before paying

Use the sample to clarify expectations and confirm the proposed scope. A sample is not a promise of meetings or results.

Run a bounded pilot

Receive a researched shortlist and draft messaging. Expand only when the work meets the agreed criteria.

Fixed $500 pilot

Receive 25 researched accounts in one agreed segment, including source links, fit rationale, and verification status.

Buyer research and drafts

Includes up to 10 named buyer candidates where supportable, five personalized first-touch drafts, and two follow-up templates.

Review and handoff

Review the first five accounts, receive the full research handoff, and provide one consolidated revision request. No emails are sent as part of the pilot.

Choose your service

Start with the package that fits your team.

The $500 pilot is optional. You can request a monthly research engagement directly—no pilot required.

Direct enrollment · No pilot required

Research Partner

$1,500 / month

Ongoing account research and outreach preparation for one agreed target market.

  • Recurring researched account shortlists
  • Source-backed fit notes and verification status
  • Buyer-role mapping and prioritized opportunities
  • Personalized outreach draft preparation
  • Research updates and monthly review
  • Monthly volume and schedule agreed before payment
View full details

Start directly with the monthly package. We will agree on the exact number of accounts, drafts, revision rounds, delivery schedule and cancellation terms in a written scope before accepting payment. This service does not include sending emails or guaranteed appointments.

Request Research Partner ↗
Enrollment inquiries open · Launch pending

Managed Outreach

$2,500 / month

A research-led managed outreach program, subject to sending readiness and approved scope.

  • Target account research and buyer mapping
  • Personalized email sequence preparation
  • Human review and approval before any sending
  • Campaign monitoring and performance reporting
  • Ongoing research and messaging refinement
  • Sending starts only after compliance and technical checks
View full details

You may inquire directly without buying the pilot. Managed sending is not yet active. We will confirm infrastructure, legal and operational readiness, deliverable volumes, sending limits and start date before enrollment or payment. No emails are sent automatically.

Inquire About Managed Outreach ↗

Every package can be requested independently; the pilot is never required. Monthly programs are subject to an agreed written scope and capacity. The Managed Outreach program is accepting inquiries only until sending operations are ready. No guaranteed contacts, meetings or revenue.

Start your engagement

Tell us what you need.

Choose any package. The $500 pilot is optional.

Choose your package and submit a request directly. We will review the details and confirm scope before any payment or work begins.

Managed Outreach inquiries are welcome, but campaign activation is not yet available. Scope and start dates must be confirmed first.

Direct submission uses FormSubmit, a third-party form delivery service. Your inquiry details will be processed by that service and emailed to Vantiqra AI. The first submission may require mailbox activation. Alternatively, review or copy your inquiry without submitting.

About us

Small scope.
Clear evidence.
Human judgment.

I’m Pawel, founder of Vantiqra AI. I’m building a focused service for fintech teams that need practical account research and outreach preparation.

The approach is straightforward: define a narrow market, document why an account belongs on the list and review the work before it reaches a prospect. AI assists the process; it does not replace responsibility for the output.

Sources you can inspectResearch includes links and the reason each account fits.

Every researched account includes supporting public sources where available, a concise fit explanation, and notes on what the evidence actually confirms. You can inspect the sources yourself before using the shortlist.

Facts before personalizationNo invented funding events, pain points or customer results.

Outreach drafts are grounded in documented company information. We distinguish verified facts from reasonable hypotheses, and we never claim a company has a problem or buying intent without evidence.

Unknowns stay visibleA missing email address stays missing until it can be verified.

Research records identify missing contacts, uncertain titles, outdated information, and other gaps. A buyer role is not presented as a verified individual, and we do not guess email addresses.

Approval before outreachYour targets, messages and sending plan are reviewed before launch.

The client reviews the shortlist, supporting evidence, and draft messages. The research pilot does not include sending. Any future managed outreach requires a separately agreed scope and explicit approval before campaigns are activated.

Questions, answered

What to expect.

Do you guarantee appointments or revenue?

No. Research and draft deliverables have a defined scope. Responses, meetings and revenue depend on factors outside the service’s control.

Is outreach fully autonomous?

No. AI assists research and drafting. Accounts and messages receive human review. Sending requires a separate approved plan.

What makes an account qualified?

It matches the written target criteria agreed at kickoff. It does not mean the company has expressed interest or is ready to buy.

Will every record include a verified email?

No. Public contact information varies. Each record identifies its sources and verification status. We do not fill gaps with guessed email addresses.

What happens after the pilot?

Provide one consolidated feedback list within three business days. We correct records and drafts that miss the agreed scope in the included revision round. A new segment requires a new scope. There is no automatic renewal or upgrade.

What do you need to start?

Your product description, one target segment, exclusions and buyer roles. Please do not send payment details, identity documents or sensitive customer data.

A smaller, smarter start

Start with evidence.
Then decide what's next.

Try a fixed-scope $500 research pilot before committing to a monthly service. No automatic renewal and no guaranteed appointments.

Discuss the $500 pilot

Contact

Your next customer starts with the right account.

Start with your product and one target segment. Let’s see whether a small research example would be useful.

Start a conversation ↗

pawel@vantiqra.ai · Use the inquiry form above to contact us directly.