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Parallaxes Capital

LevelUp Leads ran sales development and lead generation campaigns through email, LinkedIn and cold calling to build pipeline and schedule more qualified meetings. After 2.5 weeks the campaign is already a huge success with 26 meetings booked.
LevelUp Leads ran sales development Neural Concept Case Study
26

Interested leads

433%

KPI Performance

10

Meetings Per Week

Website:

parallaxescapital.com/

Industry:

Asset management

Type:

Alternative asset management

About
the Company:

Parallaxes Capital is a leading alternative asset manager specializing in Tax Receivable Agreements (TRAs), providing liquidity by monetizing these often long-dated tax assets. 

With over $750 million in principal balance purchased across 20+ TRA deals, Parallaxes Capital brings unmatched expertise in TRA structuring, supporting businesses in bridging valuation gaps and maximizing tax-driven cash flows post-IPO. 

The firm is committed to advancing transparency and standardization within the TRA market, leveraging a highly specialized team dedicated to optimizing long-term financial outcomes for TRA stakeholders.

Client’s challenges:

  • Finding prospects that fit the client’s ICP
  • Need for High Volume Sales Outreach
  • Complex Product Offering
  • Lack of Dedicated SDR Support

How it worked:

The client provided us with a list of 1700 contacts who have individual TRAs.  

The email outreach, LinkedIn outreach and cold calling efforts, focused on securing direct meetings booked into our client’s calendar.

We’ve been partnered together for 2.5 weeks and the majority of our quick success came from calling, due to the types of people we were targeting and the likelihood that they were on the go, rather than sitting at a desk.

Results:

LevelUp scheduled roughly 10 meetings per week from our Email, LinkedIn and Cold Calling campaigns. 

26
Interested leads

in 2.5 weeks

433%
KPI Performance
10
Meetings Per Week
1,676
Cold Calls
170
Connects
21
Meetings
1,705
Emails sent
5
Meetings
Brian Groves
Brian GrovesBrian Groves VP of Marketing / Independent Consultant
LevelUp is a reliable, involved, and thoughtful partner in the lead generation process. They ask detailed questions about the target audience and the goals of each campaign and then fine-tune the process to achieve the desired results (target audience research, campaign planning, creating name recognition, awareness, impressions, and leads). I not only recommend the LevelUp team - I have hired them twice (once in 2018, and again in 2022).
Amir Reiter
Amir ReiterCEO, CloudTask
I wanted to see what the quality was like and after reviewing a short sample list and comparing the data, it’s clear that human validated leads are the best option. The LevelUp team built out a custom contact list and also added in custom fields we had asked for. They were professional and I’ve actually already given them some referrals myself.
Ryan Abramson
Ryan AbramsonVP of Sales, TryNow
Data and leads are a mission critical element of our business and having someone we trust like John and his team is invaluable. What I love most is how communicative and open to feedback he is. All around great service.
Sean Barbera
Sean BarberaMarketing Director, Navigator Business Solutions
LevelUpLeads has allowed us to enhance our outbound marketing efforts by providing curated contact lists and layering efficient email outreach into our demand-generation programs. As a result, we have been able to broaden our reach and amplify our activity without the need to increase our team size.
Uli Dendy
Uli DendyCEO, TrueLanguage
TrueLanguage has been working with John Karsant of LevelUpLeads since early 2021. Since that time, John has collaborated closely with us to assist us with our business development efforts. He has been wonderfully proactive in his continuous evaluation of our processes and in the implementation of improvements to those processes. He has been most pleasant to work with and has continually demonstrated his readiness to go above and beyond. We recommend him for anyone who is looking to take their business development efforts to the next level.
Heather Ballachey
Heather BallacheyDirector of Marketing, Exponent Partners
The team at LevelUp Leads reached out at a time when we were trying to increase our marketing database with a very specific and niche target audience. I have found them to be highly professional, great communicators, and they always deliver on time.
Chris Sparks
Chris SparksFounder and CEO, The Forcing Function
The LevelUp Leads team does top quality work. They saved me time and took the weight off my shoulders by finding and validating all the leads my team needed.
Matthew Ramsey
Matthew RamseyPresident, Terralogic Solutions
“LevelUp Leads' project management is excellent. They are well-versed in working on short timelines, overcoming obstacles, and aligning with our company culture. They are personable, committed, available, and communicative, making them an invaluable partner in our growth strategy.”

Success with
LevelUp Leads

LevelUp Leads acts as an extended part of your team to run outbound Email, LinkedIn or Cold Call campaigns to generate new opportunities for you. We do the hard part, you just need to move the interested leads through your sales process.

Explore successful stories of companies that trust LevelUp Leads!

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