Account & buyer research
Identify companies that match agreed criteria. Document the product use case, public evidence and relevant buyer roles. Keep uncertainty visible instead of filling gaps with guesses.
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.
Payments & card issuingEmbedded financeFinancial infrastructureUS B2B markets
Services
A useful shortlist.
A thoughtful next step.
Support for your revenue and partnerships motion, starting with one well-defined segment.
Personalized outreach drafts
Turn supported company facts into clear first-touch messages and practical follow-ups. Your team reviews the accounts, sources and copy before outreach.
Prioritized research handoff
Receive the top five accounts to prioritize, the reason each fits and any contact gaps. Your team decides the next step after reviewing the research.
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.
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.
Review an example
Assess a three-account sample for relevance and research quality before discussing a paid pilot.
Run a bounded pilot
Receive a researched shortlist and draft messaging. Expand only when the work meets the agreed criteria.
Start with a pilot
A focused first step. A fixed price.
Evaluate the research before committing to an ongoing service.
Recommended starting point
Research Pilot
$500 one time
Initial delivery within 7 business days after written scope approval, kickoff payment and receipt of required inputs.
- 25 researched target accounts in one agreed segment
- Up to 10 named buyer candidates, with verification status
- Source links and fit rationale for every account
- 5 personalized first-touch drafts
- 2 follow-up draft templates
- One consolidated revision round
What happens next
A simple first engagement
- Share your product and one target segment
- Review a free three-account example
- Agree scope, exclusions and acceptance criteria
- Proposed payment: $250 at kickoff, $250 after delivery and review
- Check the first five accounts for fit
- Review the full handoff before deciding on more work
No automatic renewal. One pilot at a time.
After the pilot
Expand when it makes sense
Ongoing research can be scoped after you assess the pilot. Volume, timing and availability are agreed separately.
Managed sending is a future service, subject to operational readiness and separate approval.
The first engagement covers research and drafts only.
One agreed US B2B segment; no sending or guaranteed direct-email count, meetings or revenue. Paid data, software and integrations are excluded. Provide consolidated feedback within three business days of delivery; the included correction round is scheduled afterward. Ongoing packages are separately scoped after a successful pilot.
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.
- Facts before personalizationNo invented funding events, pain points or customer results.
- Unknowns stay visibleA missing email address stays missing until it can be verified.
- Approval before outreachYour targets, messages and sending plan are reviewed before launch.
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.
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 · Opens your email application; nothing is submitted here.