USTAXFS is a boutique tax advisory firm, specialising in tax advice for Private Equity Funds, Hedge Funds and Venture Capital Funds which have US investors.

This project was extremely niche and very technical. Pipeline was contracted in a Sales Development capacity to make contact with the correct prospects at relevant funds, and from there to explain the service, build rapport, qualify the opportunity and set up a meeting for the Commercial Director and Senior Advisors to attend.

Reaching the CFOs at leading funds was undoubtedly a challenging task, but over a 3-month engagement, we had tangible success in doing so and now enjoy a lasting relationship with the client.