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Internal tool · GTM operations

Fixledger GTM CRM

Turning an 8,830-firm universe into a disciplined, operator-owned relationship pipeline.

Client
Fixledger (Euphemios Partners venture)
Sector
Financial technology · Internal operations
Delivered
2026
Access
Internal tool · Auth-walled
Fixledger GTM CRM abstract relationship-pipeline graphic

The engagement

Shipped on August 1, 2026, Fixledger GTM CRM is an auth-walled internal tool for a single operator to work a graded universe of 8,830 SEC- and state-registered RIA firms. It turns an in-house data pipeline into structured outreach, review, meeting, and learning workflows while keeping claims and follow-up decisions disciplined.

01

The challenge

The graded firm universe combines SEC ADV compilation feeds, twelve months of filing data, and public enrichment. It needed an operating layer that could carry firm-specific outreach context, review work, meetings, and conversion feedback without losing operator edits when the underlying data refreshes.

02

The approach

We paired per-firm outreach playbooks with a status pipeline, touch and meeting logs, review queues, and a conversion-by-segment feedback view. Compliance-aware claim-discipline surfaces keep messaging grounded, while refresh-safe imports preserve operator edits. The spec-driven build used parallel agent implementation attempts with independent review.

8,830RIA firms graded
12months of filings
1operator workflow

03

Scope of work

  • Internal CRM architecture for a single-operator GTM workflow
  • Graded-firm universe and refresh-safe data-import integration
  • Outreach, touch, meeting, review, and status-pipeline workflows
  • Segment feedback and compliance-aware claim discipline

04

What we delivered

  • Auth-walled internal Next.js CRM deployed on Vercel
  • Per-firm outreach playbooks with pipeline status, touch, and meeting logs
  • Review queues and conversion-by-segment feedback view
  • Supabase data layer with Postgres, RLS, magic-link authentication, and a server-side allowlist
  • Refresh-safe imports that preserve operator edits

05

The result

  1. 01

    A single operator can work the full graded RIA universe through one relationship pipeline.

  2. 02

    Outreach, touch, meeting, and review context stays attached to each firm as its status changes.

  3. 03

    Conversion feedback is visible by segment without removing human judgment from follow-up.

  4. 04

    Data refreshes update the underlying universe while preserving operator-entered edits.

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