Stone Haven Capital Group

Forget the pitch deck.See the machine first.

Every Stone Haven client gets a live portal — every send, every reply, every booked meeting. Clients only see it after they sign. So here it is up front: put your market and your sales numbers in, and see exactly what you'd be getting.

Build my projection
$352M+pipeline generated
20,000+meetings booked
3channels, one list
Finance$40M+capital mandates pipeline securedRead the buildDefense$38M+defense pipeline generatedRead the buildTechnology$1M+new ARR from cold outbound in 6 monthsRead the buildAll case studies
01

Who are we going after?

Pick your market. We'll show how much of it we can actually reach — companies, and the verified decision-makers inside them.

Companies we can reach
30,000
Cybersecurity · United States
Verified decision-makers
78,000
~2.6 reachable contacts per company
Months to work the list once
1.1
at 71K prospects/mo on the 200K engine

Market sizes are directional estimates from our data coverage across Apollo, Ocean, Clay and our own enrichment. We verify and hard-count your exact list during discovery — before a single send goes out.

02

How we know we can reach them.

Anyone can say they'll target your ICP. The question is whether they can actually find those people, prove the contact details are real, and say something worth replying to. That is a data problem and a research problem — here is how we solve both.

415M+lead data points in our own database, refreshed daily
21+third-party databases and broker feeds cross-checked
3verification passes before a single send

Four stagesPick any — the card follows

01

We don't buy a list. We triangulate one.

Most agencies export one Apollo search and call it targeting. We pull the same ICP from 21+ databases and broker feeds at once, then keep only the records that agree with each other. Contradictory titles, dead companies and stale moves fall out before anyone sees them.

LeadCompanyTitleStatusStep
Logan Bautchlogan@customwellness…Custom Wellness SpacesBusiness Ownercontacted3/3
Amber Lockamber@locktravelmgmt…Lock Travel Mgmt.Foundercontacted3/3
Jen Fryjen@coordleapp.comCoordleFounderreplied2/3
Jay Raoljayraol@threehorizons…Three Horizons CapitalFoundercontacted2/3
Van Mayhall IIIvanmayhall@arkusm…Arkus Mgmt ServicesPresident / CEObounced2/3
Querying 12 of 21+ sources at once
ApollomatchedClaymatchedCognismmatchedZoomInfono recordCrunchbasematchedProspeono recordSeamless.AImatchedLeadMagicmatchedAmpleLeadsno recordA-LeadsmatchedGlassdoormatchedOur databaseoursmatched
9 sources agreeRecords that contradict each other are dropped before anyone sees them
Ready to send
example@example.comverified
+1 (415) ••• ••88direct

One illustrative contact. Which sources hold a given person varies — that is exactly why we query all of them.

Built on our own infrastructure, not rented tools.

Sending, verification and enrichment run on internal software our engineering team builds and maintains. When deliverability shifts, we patch the same day — no support tickets, no waiting on a vendor roadmap.

Sendingdomains, inboxes, warmup
Verificationsyntax, MX, SMTP, catch-all
Enrichment21+ sources, 415M records
03

What you'd otherwise be buying.

The alternative to this is hiring a person and hoping. Same job, one pair of hands.

The old way

One human SDR

$6,000–$8,000 / month, fully loaded
  • Ramps for 90 days before the first real conversation
  • One channel, one angle at a time — whatever they have time for
  • Research gets thinner every time you ask for more volume
  • A few hundred touches a day on a good day
  • Replies land whenever they next open the inbox
  • Leaves in 14 months and takes the context with them
The Stone Haven way

A whole outbound department

Built, staffed and running in under a week
  • Live campaigns inside 24 hours of your onboarding form
  • Email, LinkedIn and phone running in sync, 3–5 angles at once
  • The same depth of research on message one and message one million
  • Millions of one-to-one personalised messages a day
  • A trained setter replying inside 5 minutes, a caller dialling the same day
  • A team of specialists — nobody on your account is a single point of failure

The work an SDR does by hand is not magic, it is a process. We took that process, gave it our data and our AI systems, and pointed a team of specialists at the part that still needs a human — the conversation.

04

Pick the engine size.

Pick one and everything below — the projected funnel, what it's worth to you, and the portal — recalculates against it. The monthly runs at cost — it covers the team and your infrastructure, nothing more — and we take a share of the revenue it produces. We quote both on the call, once we know your market.

In every engine, whichever you pick
  • A warm caller phoning every hand-raiser onto your calendar
  • Sending infrastructure, domains + inbox warmup
  • Copy, angles and A/B testing written for you
  • List build, enrichment and verification
  • Deliverability monitored daily
  • Strategist, campaign manager and reply routing
  • Weekly review of your sales calls and the closing frameworks behind them
  • Live client portal + weekly reporting

No setup fee and no per-lead billing on any engine, and no minimum term on any of them either — every engine can be changed or stopped whenever you want. The one cost that stays yours is the marketing spend the channels themselves run on.

05

What comes out the other end.

Averages across our book once the offer, the ICP and the message-market fit are dialled in — usually month two to three. Month one is build and warmup.

Cold email
200,000 emails sent/mo
43meetings/mo
61Kprospects sequenced
710replies
142positive / interested
43meetings booked
LinkedIn
3,000 connection requests/mo
10meetings/mo
750connections accepted
150replies
23positive / interested
10meetings booked
Cold calling
10,000 dials/mo
22meetings/mo
10Kdials placed
600conversations
48positive / interested
22meetings booked
Total meetings per month
46–74
conservative to expected, at steady state
Touches / mo
213K
Replies / mo
1,460
Positive / mo
213

These are averages, not a fixed allocation. Every week we look at where the meetings are actually coming from and move the resource there — if LinkedIn is outperforming email in your market, LinkedIn gets the volume. You're buying an outcome, not a channel.

1
Month 1 — build

Infrastructure, domains, warmup, list build, offer teardown, copy. Volume ramps from ~30% to full. First meetings usually land here, but we don't promise them.

2
Month 2 — tune

Live reply data tells us which angle, segment and channel wins. Losers get cut, winners get volume. This is where the numbers above start showing up.

3
Month 3+ — compound

Message-market fit is proven. We scale volume, add segments, and reallocate across email, LinkedIn and calling to hold the meeting rate as the list gets worked.

06

What that's worth to you.

Your numbers against that meeting volume. We put our fee next to this on the call — this is the side of the equation that decides whether it's worth having.

Average customer value$5,000
First-year contract value
Your close rate20%
Of meetings that show → closed won
Show-up rate80%
Booked meetings that actually happen
Lifetime value multiple2.5x
Total customer value ÷ first-year value

Expected case, at steady state — month two or three onward

74meetings booked/mo
59meetings held
12new customers/mo
$59Knew revenue/mo
$442K–$714K
New revenue in your first twelve months.

On the 200K engine, at $5,000 per customer and a 20% close rate — conservative to expected, at steady state. That is $37K–$59K of new first-year revenue added every month, compounding into the figure above — and $1.11M–$1.78M once you count what those customers are worth over their lifetime at 2.5x.

Meetings held / mo
37–59
New customers / yr
88–143
New revenue / mo
$59K
Pipeline created / yr
$3.57M

Projections, not guarantees — they assume the offer converts and the list is right, which is exactly what month one is for. If these numbers look thin for your business, say so on the call: we'll tell you outbound is the wrong lever rather than sell you an engine you don't need.

How we got these numbers
  • Cold email: 3.3-step sequences, so 200K sends ≈ 61K prospects. 1.3% of prospects reply, 20% of replies are positive, 30% of those book. Reply efficiency is discounted as volume climbs — bigger engines reach deeper into the same market.
  • LinkedIn: 1,000 connection requests per account per month, 25% accepted, 20% of those reply, 15% of replies positive (10–20% in practice, entirely down to how good your offer is), 45% book.
  • Cold calling: 10,000 dials per cold caller per month, 6% reach a live conversation at that volume, 8% of conversations are interested, 45% book.
  • Warm calling isn't counted as a separate channel — it would be double counting. Your warm caller works the replies the other channels produce, which is why 30% of positive email replies and 45% of positive LinkedIn replies turn into a booked meeting above. Left sitting in an inbox, they don't.
  • The conservative end of every range is 38% below expected. Month one runs well under both — that month is build and warmup.
07

What happens the day you sign.

Four steps, and you only do the first one. Note step three: nothing goes out with your name on it until you've seen the list and the copy and said yes.

  1. Day 0

    You fill out one onboarding form.

    Offer, ICP, the deals you actually want, the ones you don't, proof we can use, calendar and inbox access. That is the whole ask on your side.

  2. Within 24 hours

    We build the account while you get on with your week.

    By the end of the first day you have a portal, a Slack channel and a name to talk to.

    • Your client dashboard portal, tracking links and automations are live
    • You're invited to a shared Slack channel and assigned a customer success manager as your direct contact
    • Our team reads the onboarding form and maps the outreach roadmap — segments, angles, sequence structure
    • Lead sourcing starts across our data brokers, 21+ databases and our own 415M+ record database
    • Only then do we build the campaign structure and the first email, LinkedIn and calling campaigns
  3. Before anything sends

    You approve the leads and the campaigns.

    You see the actual list and the actual copy before a single message goes out. If the targeting is wrong, it gets fixed while it costs nothing — this is the step that answers whether we understood your ICP, and it happens before your name is on anything.

  4. From launch on

    We launch, test angles, and hunt message-market fit.

    The goal of the first weeks is not volume, it is finding what sticks — the exact message that lands with the exact ICP.

    • 3–5 angles go live simultaneously and run against each other
    • A dedicated appointment setter, trained on your offer, works every reply
    • A warm caller dials the interested ones and turns them into real opportunities
    • 3–5 new angles launch every week; results are read at the end of the week and the winners get the volume
    • We keep going until message-market fit is proven, then scale it
08

Who's actually working your account.

Not one generalist splitting their week across nine clients. A bench of specialists, each on the hook for one part of getting a stranger onto your calendar.

5 minto reply to an interested lead
Same daya human phones the hand-raiser
24 hrsfrom form to a built account
Weeklynew angles, read and re-cut
Customer success manager

Your direct line, assigned in the first 24 hours. Not a shared inbox.

Lead broker

Sources and cross-checks your list across every database we can reach.

Campaign manager

Owns the structure, the angles and the weekly read on what's working.

Appointment setter

Trained on your offer. Replies to an interested lead inside 5 minutes.

Warm caller

Phones every hand-raiser the same day, before the interest goes cold.

Cold caller

Top-of-funnel dials on the larger engines, feeding the same calendar.

Deliverability team

Watches domains, inboxes and placement daily so sends keep landing.

Copy team

Writes and rewrites the angles — 3–5 new ones every week.

Sales coach

Reviews your recorded calls weekly and installs the closing frameworks that work across our book.

09

And this is where you watch it happen.

Not a monthly PDF. A live portal — every campaign, every reply across all three channels, every booked meeting. This is the real thing, running on your numbers: click the sidebar, open a reply, expand a sequence.

user.stonehaven.capitalPositive reply — Dana Whitfield, Northwind LogisticsSample data · click around
DW

Overview

Last 30 days · updated 6 min ago
Total touches
213K
▲ 18%
Positive replies
213
▲ 24%
Positive rate
14.6%
Meetings booked
74
▲ 31%
Pipeline
$297K
▲ 27%
Inbox placement
99.1%
Needs your attention1 blocking · 2 attention · 3 FYI
blocking4 positive replies are waiting on your response — the warm caller can't follow up until you approve the pricing line.
attentionCampaign “Compliance angle” is beating control by 41% on positive rate — approve shifting 30% of volume to it.
attention2 LinkedIn profiles hit their weekly connection ceiling — we're queueing the overflow into email.
FYIDeliverability across all sending domains: 99.1% inbox placement, 0 blacklists.
Channels at a glancewe move budget to whatever is winning
ChannelOutreachRepliesPositivePositive %Meetings
Cold email200,000emails sent71014220.0%43
LinkedIn3,000connection requests1502315.0%10
Cold calling10,000dials600488.0%22
All channels213,0001,46021314.6%74
You approve before we send. Sequences, copy and lists land in the portal for your sign-off. Nothing goes out in your name without a yes.
One inbox for three channels. Email replies, LinkedIn messages and warm caller notes in a single thread view — with the positive ones flagged and routed.
Your numbers, not our vanity metrics. Meetings, pipeline and revenue on the front page. If it stops working, you see it before we tell you.

Bring your own numbers.We'll pressure-test them.

A 20-minute call: your market, your offer, your close rate. We tell you which engine size fits, what to expect in month one versus month three, what it costs — and whether we're the wrong call for you.

200K engine46–74 meetings/mo$37K–$59K new revenue/mo