Marketing & sales — Nucleus DNA

We sell. You grow.

Your sales team. Just better.

Business Development Services

We act as your dedicated sales agent, handling the entire sales process, from prospecting and introductions to closing the deal. We operate on a results-based model, meaning we’re only compensated when a deal is successfully closed. Our services include:

- Qualifying prospects on your behalf
- Organizing and preparing sales discussions with your team
- Showcasing your products and services through compelling demonstrations
- Managing the entire sales process from lead to close
- Negotiating contract terms in alignment with your approvals
- Engaging additional business users to drive adoption
- Showcasing your products and services through tailored presentations
- Managing the sales process to successfully close new opportunities
- Identifying potential partners with complementary products or a strong client base in your target market
- Facilitating introductions to partnership teams, showcasing mutual value
- Supporting the development of a joint sales model for collaboration
- Negotiating contract terms to establish a successful partnership

Case Study Untap

Company Overview

Untap is a portfolio management solution designed for private capital markets, offering tools for portfolio monitoring, value creation, ESG tracking, fund management, and investor reporting. Founded in 2019 and headquartered in London, Untap serves private equity firms, real estate investors, infrastructure funds, and private credit managers looking to enhance data collection, analysis, and reporting.

The Challenge

When Nucleus partnered with Untap, the company faced major obstacles:

Brand recognition: Establishing credibility in a competitive landscape.
Regulatory complexity: Navigating financial and compliance challenges.
Scaling operations: Managing expansion costs and securing top-tier talent.
Sales & market entry: Breaking into the highly competitive U.S. market.

Strategic Approach

To address these challenges, Nucleus implemented a multi-faceted strategy:

Capital injection: Providing funding to fuel expansion and sustainability.
Go-to-market strategy: Positioning Untap for success with targeted marketing and sales enablement.
Strategic partnerships: Facilitating collaborations, including a key partnership with Intapp’s DealCloud.
Executive guidance & networking: Leveraging C-suite expertise and industry connections to open doors.
Operational & regulatory support: Enhancing compliance, legal advisory, and HR recruitment across the U.S. and U.K.

Execution & Impact

By leveraging Nucleus’ extensive services, Untap successfully executed its growth strategy:

Expanded market reach: Secured three new U.S. clients, with a strong opportunity pipeline.
Brand recognition: Became Intapp’s preferred portfolio management solution for DealCloud’s 1,200+ PE clients.
Financial stability & scalability: Achieved significant revenue growth and operational efficiency.

Lessons & Key Takeaways

Strategic partnerships drive growth: The collaboration with Intapp’s DealCloud provided direct access to a large client base.

Executive advisory matters: Nucleus’ governance and leadership played a crucial role in decision-making.
Market entry requires tailored approaches: Untap’s initial lack of U.S. sales and implementation resources was overcome through a structured GTM strategy.