Case Study · FTV Capital

Global investment firm scaled GTM operations with AI Agents

      Portfolio-wide SDR automation
      Voice AI in healthcare
      Real-time sales intelligence
    

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About the company

A global growth equity firm investing in enterprise tech, fintech, and vertical software. With decades of experience, the firm supports its portfolio not just with capital but with strategic operational guidance and access to a vast network of industry experts. The goal: drive predictable, scalable go-to-market success across high-growth companies.

The challenge

The problem statement

Manual sales development

Portfolio companies relied on manual prospecting and founder-led selling, leading to inconsistent outreach and uneven pipeline growth.

Lead qualification bottlenecks

Small or overloaded SDR teams struggled to maintain pace. Valuable leads went cold due to slow responses and unclear prioritization.

Rising customer acquisition costs

Growing teams to solve pipeline challenges drove up CAC without improving efficiency.

The approach

How Lyzr solved it

Lyzr deployed a portfolio-wide multi-agent system designed to automate outbound, accelerate qualification, and ensure secure, compliant operations across diverse industries.

Autonomous SDR

Managed outreach, follow-ups, qualification, and CRM updates 24/7 without additional SDR headcount.

Voice AI for healthcare

For healthcare portfolio companies, custom Voice Agents handled credential reminders and nurse screening calls.

Integrated CRM workflows

Synced with Salesforce, HubSpot, Apollo, and internal RevOps systems for end-to-end visibility.

Real-time sales dashboards

Offered live insights into engagement, conversion, and pipeline performance across companies.

Results

The outcome

Faster pipeline growth

Consistent outbound execution delivered higher qualified meeting rates and faster conversions.

Unified GTM system

A single automation model now deploys across portfolio companies, regardless of sector or stage.

Enterprise-grade compliance

PII redaction, usage logging, and secure AWS architecture ensured SOC2, HIPAA, and GDPR readiness.

Security

How Lyzr handled security

Compliance

Lyzr Agent Platform is SOC2, GDPR, and ISO 27001 compliant, ensuring enterprises can run their critical workloads safely.

Data Residency

The data resides within the customer's own cloud, ensuring100% ownership and adherence to data residency requirements.

Reflection

Lyzr's reflection module reduces the chances of hallucination. This feature is enabled in most critical applications for higher accuracy.

Global investment firm scaled GTM operations with AI Agents