Oppzo Secures $1.5 Billion Loan Pipeline

Oppzo faced a dual-market challenge, needing to simultaneously engage busy executives at SMB government contractors and sophisticated, hard-to-reach private credit investors.

Their existing outreach efforts were too generic, failing to resonate with these distinct, high-value personas who are inundated with generic sales pitches daily.

Without a scalable system to open doors, both their government contract lending service and their Opportunity Zone Fund struggled to gain the traction needed for significant growth.

We deployed a bifurcated outreach strategy, developing unique messaging frameworks and value propositions tailored to each target segment.

For the government contractor vertical, we leveraged trigger-based campaigns, identifying and engaging SMBs at the precise moment they secured new contracts and required working capital.

Simultaneously, we targeted the investor audience using a proprietary segmentation model, crafting highly-technical messaging that spoke directly to their portfolio goals and deploying it through a multi-touch, data-driven sequence to secure high-level discovery calls.