Outbound Origination

We source your borrowersand referral partners.

Gatsby runs LinkedIn outreach for SMB lenders and deal teams. We find the owners in your credit box, write every message, and send it from your team's profiles. Qualified replies land in your inbox.

Meet with SMB ownersSend from your executive profilesDone-for-you LinkedIn outboundBorrowers and referral partnersEvery message written by handDedicated outbound strategist

Customer Stories

A 7-figure account in 30 days

“What impressed me was how fast Gatsby moved. They sourced a 7-figure deal for us in the first 30 days.”

William Fischer, Co-founder & CCO

Spring AI: Fintech lender funding $3M – $10M brands

“We run Gatsby to source referral partners and fund deals off our own balance sheet.”

A top-25 US small business lender

“We'd already invested heavily in cold email, 100 domains and 300 inboxes, but had nothing equivalent for LinkedIn. Gatsby filled that gap completely.”

Gary, GTM Lead

CPG Service Provider

Of prospecting, off your plate

0%

Executive hours back, every month

0+

From kickoff to first owner replies

0 wks

The Problem

When the channels that used to work stop working.

Referrals dry up.

Cold email stops landing in the primary inbox.

Conferences cost more every year and return less.

The Fix

From kickoff to owner conversations in two weeks

01

Tell us who you fund, or who you want referring you

Vertical, revenue range, region, the owners and titles you need.

02

Connect your team's profiles

Messages go out from your accounts. Real names, real profiles.

03

We run it every week

We find the right businesses and write every message.

04

Replies come to you

Qualified conversations land in your inbox.

The Messages

What gets sent from your profile.

No templates. Every one of these was written for the person who received it.

OW

Name redacted

Owner, Home health agency, redacted

Saw you're expanding into two new counties, congrats. Usually that means payroll lands weeks before the reimbursements do. We fund agencies right at that gap. Open to comparing notes?
Tue 09:14
what are your terms?
Tue 15:47
Depends on volume, easier to show than type out. Thursday 11am or Friday 2pm ET work?
Tue 16:05
thursday
Tue 16:12

Meeting booked, 2 days

PA

Name redacted

Partner, CPA firm, redacted

Your clients probably ask you about working capital before they ask their bank. We pay CPA firms a referral override on every funded deal. Nothing on your plate past the intro. Worth a look?
Mon 10:41
we get asked constantly. how does the referral piece actually work?
Mon 11:58
15 minutes and I'll walk you through the numbers. Tuesday or Wednesday afternoon?
Mon 12:10

Meeting booked, same day

What You Get

An outbound channel you don't have to run

Most tools hand you a list and leave the work to you. Gatsby handles the whole thing end to end.

01

A dedicated strategist who runs your campaign

02

Real-time company data: revenue signals, headcount, ownership, growth

03

Every message written and sent from your executives' profiles

04

Qualified conversations delivered straight to your inbox

Fit

Built for SMB lenders.

If you put capital in the hands of owner-operators, this page is for you. Everything below is the shape of business we run every week.

The lenders we run outbound for

Working capital and revenue-based finance

Short-term and daily-remittance products for owners who need cash before the receivables land.

Equipment finance and leasing

Trucks, trailers, medical, construction, kitchen, shop floor.

Factoring and AR finance

Freight, staffing, government contractors, anyone waiting 60 days to get paid.

Asset-based and inventory finance

PO finance, inventory lines, borrowing-base facilities.

SBA and conventional term lenders

7(a), 504, and bank programs that need owner deal flow, not broker paper.

Specialty and vertical lenders

CPG/DTC, home health, trucking, construction, dental, franchise.

Fintech and embedded lenders

Balance-sheet and marketplace models funding SMBs at scale.

Brokers, ISOs, and placement firms

If you place the paper instead of funding it, the same playbook works.

Two things we source

Borrowers

Owner-operators inside your credit box. Vertical, revenue band, region, and the signals that say they need capital now.

Referral partners

The people your borrowers already trust. CPAs and bookkeepers, equipment dealers, insurance agents, franchise consultants, brokers, and ISOs.

Our best clients tend to share three things

  • Their borrowers are SMB owner-operators: CPG/DTC, home health, trucking, construction, professional services, and beyond

  • Someone on the team owns new business and can work hot leads

  • One funded deal or one good referral partner is worth six figures or more over a year

Gatsby is not for you if

  • You don't have an established sales process.

  • You need performance-based pricing. Engagements are 12 weeks long and billed quarterly.

  • Your borrowers are enterprises or consumers. Our edge is knowing the SMB owner-operator. Somewhere else will serve you better.

  • You're not in SMB finance at all. We've done good work for M&A advisors, software companies, and service firms selling to owner-operators, and we still take that work on case by case. But this page is built for lenders, and if that's not you, email us instead of booking the call and we'll tell you straight whether we're the right shop.

If the first list sounds like you, let's talk.

Book Intro Call

FAQ

Questions we get on the first call

Yes. 20 qualified meetings per 12-week sprint, or we keep working at no charge until you get them. One condition: your team responds to leads by the next business day.

Both, and the split matters. Software does the finding: which companies fit, who owns them, what changed this month. People do everything that takes judgment, which is the targeting, the angle, the message, and your numbers. You're not buying a tool. You're buying the conversations it helps us start.

Lenders are the biggest slice of our book, so that's most of what you see above. What we're good at is reaching small business owner-operators. If that's who you need in front of, the playbook holds whether you're funding them, buying them, advising them, or selling to them.

You do. Clients handle their own replies in their native inbox.

No. Every message is sent from your real LinkedIn profile. No fake personas, no company page blasts.

Nope. Outreach runs through connection requests and direct InMail. With 3 sender profiles we can maintain quality and volume of outreach.

We only have access to conversations that we start with your prospects on LinkedIn.

  • We never use your data for advertising.
  • We never use your data to train general AI models.
  • We never share your data with third parties except as needed to provide the service.

Read our Privacy Policy and Terms of Service.

Get Started

Twenty minutes to see if we're a fit.

A dedicated outbound strategist, running your channel every week.

Book Intro Call20 minutes, no commitment