Building the CXO and Investment Banker Outreach Database
Built a structured database of CXOs and investment bankers that tripled business outreach efficiency for the team.
Riddhi Sharda
Business Analyst - ECM & Technology Internet Vertical at 1Lattice
From their time as
Analyst - Insights and Consulting
1Lattice • 2023 - 2024
Overview
Riddhi identified a gap in how 1Lattice's team was reaching out to senior contacts: CXOs of target companies and investment bankers were not systematically tracked, which created friction in business development and project coordination.
The Story
Riddhi identified a gap in how 1Lattice's team was reaching out to senior contacts: CXOs of target companies and investment bankers were not systematically tracked, which created friction in business development and project coordination.
She built a structured database that mapped these contacts, making outreach faster and more targeted for the team. The database increased business outreach efficiency by three times, reducing the time spent identifying and reaching the right contacts for each engagement.
This was a self-initiated piece of work that sat alongside her project responsibilities, and it had a direct impact on how the team operated across engagements.