Blue Modern Advisory is a GTM Strategy & Engineering firm that builds custom AI-prospecting engines for financial institutions, B2B enterprises, and Series A - D startups.
Leveraging our experience from early-stage startups, private equity, MBB, and Clay (of course), BMA reimagines Go-To-Market from a human-centric, scalable point of view. We partner with clients to define a commercial strategy and operating model, build AI-powered list building and data enrichment engines, and orchestrate multi-channel messaging that works in tandem with nontechnical employees.
The result? AI prospecting engines for every pipeline in your business. We have strategically designed custom-fit solutions that have generated $7M+ in pipeline for seed-stage startups and over $250M in deal flow for established private equity institutions. Our solutions also save 100s of hours across pipeline-related business functions including executive recruiting, fundraising, and expert research.
Please reach out if you want to understand how to leverage AI to most effectively grow your business.
"Blue Modern Advisory brought our product from 0-1. In the span of 3 months, they systematically built out a comprehensive lead generation solution, triangulated message-market fit, and drove over $4M in pipeline. I highly recommend them to anyone trying to not only leverage Clay, but to truly understand the process behind AI-powered GTM."
We help financial institutions translate their investment theses into highly qualified target account lists with custom deep research fields and validated contact information. This exponentially scales the time-to-value for your business development teams.
We help businesses build net-new customer pipelines from scratch, building a replicable process to ideate, find, and enrich companies and contacts that are directly relevant for revenue growth in the business.
We help both businesses and financial institutions leverage time-bound signals and triggers to set up steady-state, autonomous enrichment and outreach flows. Whether its website visitor tracking, social listening, or nuanced 3P data source extraction, our team can build a productized solution that runs on autopilot and delivers fresh leads to your inbox or CRM.
We partner with clients to reframe their CRM architecture, identify existing data gaps, and refresh stale leads to ensure cross-functional cohesion and insight generation across your entire business. Whether you are trying to retain customers or look for expansion opportunities, our CRM solutions ensure that your prior work never goes to waste.
We design human-first engines that enable strategic investors, creators, and entrepreneurs to leverage their own personal rolodex most effectively. By triaging 1st and 2nd degree networks across all sources with net-new projects and opportunities, we ensure that no stone gets left unturned when clients want to reactivate their personal pipeline.
If you have a data set with gaps and are looking to go deep and enrich it with hard to find data, we offer one-time diagnostics with expedited delivery. By approaching each problem strategically, we can align on a clear structured output and drive towards it with granularity on data quality, pricing, and impact.
