All Case Studies
LedgerStack
LedgerStack targets conservative family offices. Traditional outbound fell flat—no opens, no replies, no deals. Throxy’s personalization-first strategy flipped the script.
“The personalization and targeting made all the difference.”
Throxy gave us a foothold in a space that doesn’t usually respond to cold outreach. Our new clients loved the thoughtfulness of the messaging.eks. Meetings start landing shortly after. You don’t manage anything to get results.
CEO
$120K
Pipeline Closed
28
Meetings Booked
LedgerStack builds a financial operating system for family offices—one of the most hard-to-reach markets in B2B. Their product was tailored, beautiful, and powerful, but their pipeline was dry. Their audience of older, wealth-conscious finance professionals wasn’t responding to LinkedIn ads, webinars, or generic cold emails.
Cold outbound had failed them before. Most firms they worked with used the same templates, the same gimmicks, and the same spray-and-pray approach. LedgerStack needed precision. Not just better copy—but deeper insight into who their buyers were and what made them tick.
That’s where Throxy came in.
We started by conducting detailed buyer interviews and mining LinkedIn posts, podcast appearances, and media mentions from managing directors at family offices. We extracted the emotional language they used around control, discretion, and risk.
From that, we built a new campaign style:
Emails written like private memos
Subject lines that felt like fund updates or capital calls
Copy that referenced their language: "wealth preservation," "multi-generational planning," "low-friction compliance"
The first sequence included an “insight deck” that compared tech adoption across traditional asset managers. It wasn’t gated. We simply attached it. This alone drove a 26% reply rate across the first 100 contacts.
We also ran ABM-style outreach:
Emails came from a named advisor, not a faceless brand
Each contact got a unique value prop based on firm type and AUM
Follow-ups mimicked traditional sales letters, keeping tone high-trust
Within the first 45 days:
28 meetings booked
$120,000 in closed-won pipeline, including a multi-family office managing $500M+
This wasn’t a volume play. We didn’t send thousands of emails. We just sent the right message to the right people—at the right time.
Aidan Singh, LedgerStack’s co-founder, summed it up best:
“Throxy gave us a foothold in an industry that doesn’t usually respond to cold outreach. The personalization and targeting made all the difference.”
This wasn’t just outbound. It was revenue architecture, designed to speak directly to legacy buyers.
