Connecting You With Your Dream Clients

Connecting You With
Your Dream Clients

Connecting You With Your Dream Clients

At ProfitPath, we use outbound outreach to book meetings with decision makers onto your team's calendar.

At ProfitPath, we use outbound outreach to book meetings with decision makers onto your team's calendar.

We've Connected Our Clients With:

We've Connected Our Clients With:

ProfitPath Track Record

ProfitPath Track Record

Our results speak for themselves.

Our results speak for themselves.

$10M+
$10M+
$10M+

Pipeline Value Added

Pipeline Value Added

100+
100+
100+

Meetings Booked

Meetings Booked

ProfitPath Case Studies

$4M Tax Claims Realized

$4M Tax Claims Realized

We helped BottomLine Concepts book 66 meetings with CEOs and CFOs of U.S. small businesses (5-500 employees) in under 90 days, facilitating nearly $4 million in tax credits and generating over $800,000 in revenue.

$4M

$4M

Tax claims realized
in 90 days

Tax claims realized
in 90 days

$800k

$800k

Revenue Added in
Under 90 Days

Revenue Added in
Under 90 Days

66

66

Meetings Booked
in 90 Days

Meetings Booked
in 90 Days

$4M Tax Claims Realized

We helped BottomLine Concepts book 66 meetings with CEOs and CFOs of U.S. small businesses (5-500 employees) in under 90 days, facilitating nearly $4 million in tax credits and generating over $800,000 in revenue.

$4M

Tax claims realized
in 90 days

$800k

Revenue Added in
Under 90 Days

66

Meetings Booked
in 90 Days

$4M Tax Claims Realized

We helped BottomLine Concepts book 66 meetings with CEOs and CFOs of U.S. small businesses (5-500 employees) in under 90 days, facilitating nearly $4 million in tax credits and generating over $800,000 in revenue.

$4M

Tax claims realized
in 90 days

$800k

Revenue Added in
Under 90 Days

66

Meetings Booked
in 90 Days

103 Interested Leads In 2 Months

103 Interested Leads In 2 Months

For JBEnvision's AI real estate underwriting software, we generated over 100 leads and booked meetings with C-level executives at firms like Marcus & Millichap ($500M/yr, 896 employees), K. Hovnanian Homes ($2.5 Billion/yr, 1715 employees), and Hoffman & Associates ($6 Billion AUM, 1715 employees) in just the first 60 days.

103

103

Interested Leads
in 60 days

Interested Leads
in 60 days

103 Interested Leads In 2 Months

For JBEnvision's AI real estate underwriting software, we generated over 100 leads and booked meetings with C-level executives at firms like Marcus & Millichap ($500M/yr, 896 employees), K. Hovnanian Homes ($2.5 Billion/yr, 1715 employees), and Hoffman & Associates ($6 Billion AUM, 1715 employees) in just the first 60 days.

103

Interested Leads
in 60 days

103 Interested Leads In 2 Months

For JBEnvision's AI real estate underwriting software, we generated over 100 leads and booked meetings with C-level executives at firms like Marcus & Millichap ($500M/yr, 896 employees), K. Hovnanian Homes ($2.5 Billion/yr, 1715 employees), and Hoffman & Associates ($6 Billion AUM, 1715 employees) in just the first 60 days.

103

Interested Leads
in 60 days

$81M Pipeline
Value Added

$81M Pipeline
Value Added

We secured Clever Benefits 19 high-value meetings in under 90 days for their new benefits product with benefits brokers and major employers like Leslie's Pool Supplies ($1.45 Billion/yr, 4100 employees), OSI Systems ($1.25 Billion/yr, 6,800 employees), and Hampton City School District ($246M/yr, 3170 employees). This campaign opened $81 million worth of pipeline opportunities.

$81M

$81M

Pipeline Added in
Under 90 Days

Pipeline Added in
Under 90 Days

150k

150k

Employees
Worth of Pipeline

Employees
Worth of Pipeline

19+

19+

Meetings Booked in
Under 90 Days

Meetings Booked in
Under 90 Days

$81M Pipeline
Value Added

We secured Clever Benefits 19 high-value meetings in under 90 days for their new benefits product with benefits brokers and major employers like Leslie's Pool Supplies ($1.45 Billion/yr, 4100 employees), OSI Systems ($1.25 Billion/yr, 6,800 employees), and Hampton City School District ($246M/yr, 3170 employees). This campaign opened $81 million worth of pipeline opportunities.

$81M

Pipeline Added in
Under 90 Days

150k

Employees
Worth of Pipeline

19+

Meetings Booked in
Under 90 Days

$81M Pipeline
Value Added

We secured Clever Benefits 19 high-value meetings in under 90 days for their new benefits product with benefits brokers and major employers like Leslie's Pool Supplies ($1.45 Billion/yr, 4100 employees), OSI Systems ($1.25 Billion/yr, 6,800 employees), and Hampton City School District ($246M/yr, 3170 employees). This campaign opened $81 million worth of pipeline opportunities.

$81M

Pipeline Added in
Under 90 Days

150k

Employees
Worth of Pipeline

19+

Meetings Booked in
Under 90 Days

$33.4M Annual
Pipeline Added

$33.4M Annual
Pipeline Added

For Predictive Safety, we drove over 50 interested leads with safety and operations executives at large companies in hazardous industries. Meetings with Global Fortune500 firms like Anglo American ($30.6 Billion/yr, 58,000 employees), RyanAir ($24 Billion/yr, 27,076 employees), Finland's National Railway Operator ($1.3 Billion/yr , 5,800 employees), and NOV ($7 Billion/yr, 33,676 employees).

50+

50+

Interested Leads in
Under 60 Days

Interested Leads in
Under 60 Days

$33.4M

$33.4M

Added in Annual
Pipeline Value

Added in Annual
Pipeline Value

185K+

185K+

Employees Worth
of Pipeline

Employees Worth
of Pipeline

$33.4M Annual
Pipeline Added

For Predictive Safety, we drove over 50 interested leads with safety and operations executives at large companies in hazardous industries. Meetings with Global Fortune500 firms like Anglo American ($30.6 Billion/yr, 58,000 employees), RyanAir ($24 Billion/yr, 27,076 employees), Finland's National Railway Operator ($1.3 Billion/yr , 5,800 employees), and NOV ($7 Billion/yr, 33,676 employees).

50+

Interested Leads in
Under 60 Days

$33.4M

Added in Annual
Pipeline Value

185K+

Employees Worth
of Pipeline

$33.4M Annual
Pipeline Added

For Predictive Safety, we drove over 50 interested leads with safety and operations executives at large companies in hazardous industries. Meetings with Global Fortune500 firms like Anglo American ($30.6 Billion/yr, 58,000 employees), RyanAir ($24 Billion/yr, 27,076 employees), Finland's National Railway Operator ($1.3 Billion/yr , 5,800 employees), and NOV ($7 Billion/yr, 33,676 employees).

50+

Interested Leads in
Under 60 Days

$33.4M

Added in Annual
Pipeline Value

185K+

Employees Worth
of Pipeline

$16.8M Annual
Pipeline Added

$16.8M Annual
Pipeline Added

Within 60 days, we brought 965 realtors into the GigWorker Solutions pipeline, yielding an $11.5 million claim opportunity with $600,000 in finalized claims. This targeted outreach was critical in engaging self-employed tax credit clients.

$600K

$600K

Finalized Claims in
Under 60 Days

Finalized Claims in
Under 60 Days

$11.5M

$11.5M

Pipeline Added In
Under 60 Days

Pipeline Added In
Under 60 Days

965

965

New Clients in
Under 60 Days

New Clients in
Under 60 Days

$16.8M Annual
Pipeline Added

Within 60 days, we brought 965 realtors into the GigWorker Solutions pipeline, yielding an $11.5 million claim opportunity with $600,000 in finalized claims. This targeted outreach was critical in engaging self-employed tax credit clients.

$600K

Finalized Claims in
Under 60 Days

$11.5M

Pipeline Added In
Under 60 Days

965

New Clients in
Under 60 Days

$16.8M Annual
Pipeline Added

Within 60 days, we brought 965 realtors into the GigWorker Solutions pipeline, yielding an $11.5 million claim opportunity with $600,000 in finalized claims. This targeted outreach was critical in engaging self-employed tax credit clients.

$600K

Finalized Claims in
Under 60 Days

$11.5M

Pipeline Added In
Under 60 Days

965

New Clients in
Under 60 Days

$33.4M Annual
Pipeline Added

$33.4M Annual
Pipeline Added

In collaboration with IM4Health, we facilitated 23 meetings with HR leaders at large firms, including Amtrak ($3.6 Billion/yr, 4800 employees) and Restoration Hardware ($2.5B/yr, 5960 employees), building a $16.8 million pipeline. This engagement increased IM4Health's exposure in the employee benefits market.

$16.8M

$16.8M

Added Pipeline

Added Pipeline

23

23

Qualified Meetings

Qualified Meetings

$33.4M Annual
Pipeline Added

In collaboration with IM4Health, we facilitated 23 meetings with HR leaders at large firms, including Amtrak ($3.6 Billion/yr, 4800 employees) and Restoration Hardware ($2.5B/yr, 5960 employees), building a $16.8 million pipeline. This engagement increased IM4Health's exposure in the employee benefits market.

$16.8M

Added Pipeline

23

Qualified Meetings

$33.4M Annual
Pipeline Added

In collaboration with IM4Health, we facilitated 23 meetings with HR leaders at large firms, including Amtrak ($3.6 Billion/yr, 4800 employees) and Restoration Hardware ($2.5B/yr, 5960 employees), building a $16.8 million pipeline. This engagement increased IM4Health's exposure in the employee benefits market.

$16.8M

Added Pipeline

23

Qualified Meetings

$10M+ Pipeline Opened

We helped LJM Group break into the elusive enterprise segment by generating high-value opportunities with companies spending $5M+ annually on shipping. Their internal team, while successful with SMBs, lacked the enterprise outreach strategy to move upmarket. Through strategic messaging and targeted campaigns to senior decision-makers, we built a sustainable pipeline and unlocked new revenue opportunities.

$10M+

$10M+

Qualified Pipeline Built

Qualified Pipeline Built

1

1

Partnership Secured – Brex ($12B)

Partnership Secured – Brex ($12B)

$500K+

$500K+

Confirmed Revenue Generated

Confirmed Revenue Generated

$10M+ Pipeline Opened

We helped LJM Group break into the elusive enterprise segment by generating high-value opportunities with companies spending $5M+ annually on shipping. Their internal team, while successful with SMBs, lacked the enterprise outreach strategy to move upmarket. Through strategic messaging and targeted campaigns to senior decision-makers, we built a sustainable pipeline and unlocked new revenue opportunities.

$10M+

Qualified Pipeline Built

1

Partnership Secured – Brex ($12B)

$500K+

Confirmed Revenue Generated

$10M+ Pipeline Opened

We helped LJM Group break into the elusive enterprise segment by generating high-value opportunities with companies spending $5M+ annually on shipping. Their internal team, while successful with SMBs, lacked the enterprise outreach strategy to move upmarket. Through strategic messaging and targeted campaigns to senior decision-makers, we built a sustainable pipeline and unlocked new revenue opportunities.

$10M+

Qualified Pipeline Built

1

Partnership Secured – Brex ($12B)

$500K+

Confirmed Revenue Generated

1000%+ ROI Delivered

We helped AuctionIQ prove that outbound works — even for $500M+ enterprise accounts. After failed attempts and years of relying solely on referrals, our targeted campaigns engaged senior finance and procurement leaders and unlocked a new revenue channel. At the same time, we identified and secured a strategic partnership that positioned them for long-term growth.

1000%+

1000%+

ROI on ProfitPath

Fees

$500M+

$500M+

Enterprise Targets Engaged

Enterprise Targets Engaged

1000%+ ROI Delivered

We helped AuctionIQ prove that outbound works — even for $500M+ enterprise accounts. After failed attempts and years of relying solely on referrals, our targeted campaigns engaged senior finance and procurement leaders and unlocked a new revenue channel. At the same time, we identified and secured a strategic partnership that positioned them for long-term growth.

1000%+

ROI on ProfitPath

Fees

$500M+

Enterprise Targets Engaged

1000%+ ROI Delivered

We helped AuctionIQ prove that outbound works — even for $500M+ enterprise accounts. After failed attempts and years of relying solely on referrals, our targeted campaigns engaged senior finance and procurement leaders and unlocked a new revenue channel. At the same time, we identified and secured a strategic partnership that positioned them for long-term growth.

1000%+

ROI on ProfitPath

Fees

$500M+

Enterprise Targets Engaged

$1.8M ARR
Added

We helped No Accent Callers break out of a referral-only growth model and into the enterprise market. By targeting $100M+ revenue companies with tailored outreach and clear value messaging, we created a steady flow of qualified enterprise meetings and drove a dramatic upmarket expansion

$1.8M

$1.8M

Annual Recurring Revenue Added

Annual Recurring Revenue Added

6–7

6–7

Enterprise Meetings Booked Monthly

Enterprise Meetings Booked Monthly

400%

400%

YoY

Revenue Growth

YoY

Revenue Growth

$1.8M ARR
Added

We helped No Accent Callers break out of a referral-only growth model and into the enterprise market. By targeting $100M+ revenue companies with tailored outreach and clear value messaging, we created a steady flow of qualified enterprise meetings and drove a dramatic upmarket expansion

$1.8M

Annual Recurring Revenue Added

6–7

Enterprise Meetings Booked Monthly

400%

YoY

Revenue Growth

$1.8M ARR
Added

We helped No Accent Callers break out of a referral-only growth model and into the enterprise market. By targeting $100M+ revenue companies with tailored outreach and clear value messaging, we created a steady flow of qualified enterprise meetings and drove a dramatic upmarket expansion

$1.8M

Annual Recurring Revenue Added

6–7

Enterprise Meetings Booked Monthly

400%

YoY

Revenue Growth

$100M+ Construction Credit Pipeline

We helped Raistone break into the top 100 U.S. construction firms by creating personalized campaigns that positioned their financing platform as a strategic win-win for both GCs and subcontractors. This unlocked critical executive conversations and opened the door to nine-figure partnership potential.

$100M+

$100M+

Potential Credit Facility Volume

Potential Credit Facility Volume

6

6

Top Construction Firms Engaged

Top Construction Firms Engaged

9th

9th

Top U.S. Builder

in Pipeline

Top U.S. Builder

in Pipeline

$100M+ Construction Credit Pipeline

We helped Raistone break into the top 100 U.S. construction firms by creating personalized campaigns that positioned their financing platform as a strategic win-win for both GCs and subcontractors. This unlocked critical executive conversations and opened the door to nine-figure partnership potential.

$100M+

Potential Credit Facility Volume

6

Top Construction Firms Engaged

9th

Top U.S. Builder

in Pipeline

$100M+ Construction Credit Pipeline

We helped Raistone break into the top 100 U.S. construction firms by creating personalized campaigns that positioned their financing platform as a strategic win-win for both GCs and subcontractors. This unlocked critical executive conversations and opened the door to nine-figure partnership potential.

$100M+

Potential Credit Facility Volume

6

Top Construction Firms Engaged

9th

Top U.S. Builder

in Pipeline

$560K in Annual Revenue

We helped BigThink Capital break free from non-exclusive leads by launching targeted email campaigns that generated high-converting, exclusive prospects. This shift allowed them to dramatically increase margins and secure strategic lending partnerships.

1,500+

1,500+

Exclusive Leads Generated Monthly

Exclusive Leads Generated Monthly

$10M+

$10M+

Monthly Funding Potential

Monthly Funding Potential

$560K in Annual Revenue

We helped BigThink Capital break free from non-exclusive leads by launching targeted email campaigns that generated high-converting, exclusive prospects. This shift allowed them to dramatically increase margins and secure strategic lending partnerships.

1,500+

Exclusive Leads Generated Monthly

$10M+

Monthly Funding Potential

$560K in Annual Revenue

We helped BigThink Capital break free from non-exclusive leads by launching targeted email campaigns that generated high-converting, exclusive prospects. This shift allowed them to dramatically increase margins and secure strategic lending partnerships.

1,500+

Exclusive Leads Generated Monthly

$10M+

Monthly Funding Potential

$4M+ Revenue from Investor

We helped Kadenwood Group scale their capital raising efforts by expanding their investor network and securing dozens of meetings monthly with qualified institutional investors. This systematized approach resulted in significant funding for clients across multiple sectors.

$680M+

$680M+

Total Capital Raise in Progress

Total Capital Raise in Progress

$150M

$150M

AIP Realty Trust Credit Secured

AIP Realty Trust Credit Secured

$4M+ Revenue from Investor

We helped Kadenwood Group scale their capital raising efforts by expanding their investor network and securing dozens of meetings monthly with qualified institutional investors. This systematized approach resulted in significant funding for clients across multiple sectors.

$680M+

Total Capital Raise in Progress

$150M

AIP Realty Trust Credit Secured

$4M+ Revenue from Investor

We helped Kadenwood Group scale their capital raising efforts by expanding their investor network and securing dozens of meetings monthly with qualified institutional investors. This systematized approach resulted in significant funding for clients across multiple sectors.

$680M+

Total Capital Raise in Progress

$150M

AIP Realty Trust Credit Secured

Raised $22M + Built Ongoing Deal Flow

We helped Nassau Street Partners secure $22M+ in investor capital across multiple mandates, including a $12M equity raise for Gresham Capital and $10M for Mandelbrot Capital. At the same time, we established a predictable client acquisition engine, ending their reliance on unpredictable referrals and feast-or-famine cycles.

$22M

$22M

Capital Raised Across Client Mandates

Capital Raised Across Client Mandates

3 Weeks

3 Weeks

Time to Initial Results

Time to Initial Results

Raised $22M + Built Ongoing Deal Flow

We helped Nassau Street Partners secure $22M+ in investor capital across multiple mandates, including a $12M equity raise for Gresham Capital and $10M for Mandelbrot Capital. At the same time, we established a predictable client acquisition engine, ending their reliance on unpredictable referrals and feast-or-famine cycles.

$22M

Capital Raised Across Client Mandates

3 Weeks

Time to Initial Results

Raised $22M + Built Ongoing Deal Flow

We helped Nassau Street Partners secure $22M+ in investor capital across multiple mandates, including a $12M equity raise for Gresham Capital and $10M for Mandelbrot Capital. At the same time, we established a predictable client acquisition engine, ending their reliance on unpredictable referrals and feast-or-famine cycles.

$22M

Capital Raised Across Client Mandates

3 Weeks

Time to Initial Results

$209M Capital Raised

We helped Amaretto Partners secure over $209M in capital for client mandates—including $200M in debt financing for a real estate development and $9M for a lending platform—while also building a sustainable client acquisition system that continues to deliver value beyond our engagement.

$250M

$250M

Hedge Fund Engagement Secured

Hedge Fund Engagement Secured

1

1

Self-Sustaining Growth Framework Built

Self-Sustaining Growth Framework Built

$209M Capital Raised

We helped Amaretto Partners secure over $209M in capital for client mandates—including $200M in debt financing for a real estate development and $9M for a lending platform—while also building a sustainable client acquisition system that continues to deliver value beyond our engagement.

$250M

Hedge Fund Engagement Secured

1

Self-Sustaining Growth Framework Built

$209M Capital Raised

We helped Amaretto Partners secure over $209M in capital for client mandates—including $200M in debt financing for a real estate development and $9M for a lending platform—while also building a sustainable client acquisition system that continues to deliver value beyond our engagement.

$250M

Hedge Fund Engagement Secured

1

Self-Sustaining Growth Framework Built

ProfitPath
Case Studies

ProfitPath FAQs

ProfitPath FAQs

What’s The Price

Yes, the same typical vague answer. To give you an accurate indication of the figures, we would need to know precisely what you are looking for. The team will walk you over our plans when you schedule a call. We typically work to align our pricing with performance and ROI.

What Will Be Needed From Us

We will provide a thorough list of items we need during onboarding. Typically, this includes case studies and testimonials as well as a detailed breakdown of your value proposition (which we will adjust for cold outreach). From there, all we need is your sales teams calendar and we will start booking opportunities onto it.

How Quickly Do We See Results

Your custom built client acquisition system is typically live in 2-3 weeks. From there, you'll start seeing results in just 3-5 days! Most of our clients experience a positive ROI within their first month.

What’s The Price

Yes, the same typical vague answer. To give you an accurate indication of the figures, we would need to know precisely what you are looking for. The team will walk you over our plans when you schedule a call. We typically work to align our pricing with performance and ROI.

What Will Be Needed From Us

We will provide a thorough list of items we need during onboarding. Typically, this includes case studies and testimonials as well as a detailed breakdown of your value proposition (which we will adjust for cold outreach). From there, all we need is your sales teams calendar and we will start booking opportunities onto it.

How Quickly Do We See Results

Your custom built client acquisition system is typically live in 2-3 weeks. From there, you'll start seeing results in just 3-5 days! Most of our clients experience a positive ROI within their first month.

What’s The Price

Yes, the same typical vague answer. To give you an accurate indication of the figures, we would need to know precisely what you are looking for. The team will walk you over our plans when you schedule a call. We typically work to align our pricing with performance and ROI.

What Will Be Needed From Us

We will provide a thorough list of items we need during onboarding. Typically, this includes case studies and testimonials as well as a detailed breakdown of your value proposition (which we will adjust for cold outreach). From there, all we need is your sales teams calendar and we will start booking opportunities onto it.

How Quickly Do We See Results

Your custom built client acquisition system is typically live in 2-3 weeks. From there, you'll start seeing results in just 3-5 days! Most of our clients experience a positive ROI within their first month.

What’s The Price

Yes, the same typical vague answer. To give you an accurate indication of the figures, we would need to know precisely what you are looking for. The team will walk you over our plans when you schedule a call. We typically work to align our pricing with performance and ROI.

What Will Be Needed From Us

We will provide a thorough list of items we need during onboarding. Typically, this includes case studies and testimonials as well as a detailed breakdown of your value proposition (which we will adjust for cold outreach). From there, all we need is your sales teams calendar and we will start booking opportunities onto it.

How Quickly Do We See Results

Your custom built client acquisition system is typically live in 2-3 weeks. From there, you'll start seeing results in just 3-5 days! Most of our clients experience a positive ROI within their first month.

Let's Talk About Your
Business Development

Schedule a complimentary consultation with a member of our team to see if you are a good fit for our service.

Let's Talk About Your
Business Development

Schedule a complimentary consultation with a member of our team to see if you are a good fit for our service.

Let's Talk About Your
Business Development

Schedule a complimentary consultation with a member of our team to see if you are a good fit for our service.

©2020-2025 ProfitPath. All Rights Reserved.

©2020-2025 ProfitPath. All Rights Reserved.