Customers / 5th Line

How 5th Line scaled high-touch sales with Duo Copilot to record 4.5x more replies & 10x signal engagement

4.5x

more replies from AI-recommended leads

10x

more replies from top AI-recommended signal

<2.5%

bounce rate

5th Line is an advisory firm supporting growth-stage companies with tailored financial strategies, from venture debt to CFO services.

Industry
Financial Services
Size
11–50 employees
Location
Boston, US
5th Line
In conversation with
Chandler Minaldi
Chandler Minaldi
Head of Growth
at
5th Line
at
5th Line
Download case study

Background

5th Line is a strategic finance firm that helps growth-stage companies raise non-dilutive capital and optimize their financial operations. Unlike traditional B2B SaaS sales teams, one side of their business is transaction-heavy and highly timing-dependent, which means they need to reach the right prospects at exactly the right moment.

But their outbound process was manual, fragmented across multiple tools, and lacked the real-time intent data needed to engage high-fit buyers when it mattered most.

This is the story of how 5th Line unified their sales stack, improved email deliverability, and transformed their outbound strategy with Amplemarket.

The challenge

Before Amplemarket, 5th Line’s outbound sales motions were relatively rudimentary and took a back seat in their pipeline generation. As Head of Growth Chandler Minaldi shares, around 80% of their pipeline came from referrals, and they had yet to crack a winning cold outbound formula.

One of the biggest problems was that their processes were spread across disconnected tools.

More importantly, Chandler notes, they had no way to time their outreach effectively: “We were using multiple different tools, like HubSpot and a separate warm-up tool, but we had no intent data. That was a huge gap.”

Without real-time insights into which prospects were actively exploring financing solutions, the team had no choice but to cast a wide net.

But Chandler knew they couldn’t rely on high-volume, low-precision tactics forever: “We were trying to get away from the spray and pray approach and move to more intentional, strategic outreach.”

Unsurprisingly, email deliverability became a recurring issue. Their scattered approach was burning through mailboxes, a critical problem for a small team that needed to ensure their outreach actually landed in inboxes.

“Deliverability was a huge issue for us. We were just not getting anywhere. Moving everything into Amplemarket, including email warm-up, was a game changer.”

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The solution

With Amplemarket’s all-in-one AI sales platform, 5th Line replaced multiple tools while also adding powerful new capabilities.

With Duo Copilot, Amplemarket’s purpose-built suite of AI agents for sales, 5th Line was able to streamline outreach while maintaining control over messaging.

They soon found they could rely on the AI to generate personalized sequences tailored to their prospects, which gave their campaigns a stronger and more consistent messaging foundation.

“We use the AI as a framework and then tweak it. Our finance audience needs a stripped-down, no-fluff approach, so we’re refining the messaging and prompts to match.”

This approach allowed their team to engage more prospects while ensuring messaging is strategic and high-touch, which was critical for their finance-focused audience.

Another one of the biggest wins for 5th Line was gaining access to real-time intent data that helped them target prospects already showing interest in financial solutions.

“We had no intent signals before Amplemarket. Now we can track buying intent whether that’s engagement with competitor content or industry trends so we know exactly who to prioritize.”

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One particular highlight, Chandler tells us, was the AI research agent that tracks keywords on LinkedIn.

“By some miracle, we found a LinkedIn post that literally said, ‘I’m looking for venture debt.’ It was a perfect-fit prospect. Before Amplemarket, we would have never found that.”

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Meanwhile, Amplemarket’s Job Change Alerts and growth signals allowed 5th Line to engage prospects the moment they entered a more strategic financial position.

Gaining this intent data was a huge win in itself but finding it embedded in an all-in-one engagement platform that supported email and LinkedIn sequencing just made the team’s life even easier.

One of the most immediate improvements came from Amplemarket’s built-in email warm-up and deliverability tools, ensuring their messages land in inboxes instead of spam.

“We went from having 4 mailboxes to 15 which has just made our email so much more secure and sustainable.”

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This simple but critical shift allowed them to maintain credibility, increase response rates, and maximize their reach while keeping their team lean and efficient.

2.1x

more opens from AI-recommended leads (Duo)

4.5x

more replies from AI-recommended leads (Duo)

<2.5%

bounce rate across all Amplemarket leads

10x

more replies from top AI-recommended signal (Duo)

5x

avg. replies on top sequence

The results

Since transitioning to Amplemarket’s unified AI platform, 5th Line has recorded:

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Chandler describes how Amplemarket’s AI-recommended signals have dramatically improved their ability to engage the right buyers at the right time.

“We’ve always prioritized strategic, high-touch outreach, but Amplemarket has made it infinitely more scalable. Now, we can double down on what’s working and cut out all the wasted effort.”

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With an industry-leading bounce rate of less than 2.5%, 5th Line ensures every email sent is an opportunity to start a real conversation.

“With more mailboxes, we could finally expand our outreach capacity in a sustainable way that didn’t burn our domains.”

By automating LinkedIn, company growth, and job tracking signals, 5th Line has increased efficiency while building a system that drives consistent, high-quality pipeline.

The bottom line is that Chandler’s team was able to scale their high-touch, human-centered sales approach with a fraction of the effort.

“It’s all about meeting customers where they’re at. With Amplemarket, we can be more intentional and strategic without sacrificing personalization.”

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Conclusion

For 5th Line, like Amplemarket, AI is not about replacing human connection.

“We’re a service-based business. The more time we can spend on real conversations instead of manual prospecting, the better!”

Amplemarket allowed 5th Line to consolidate their prospecting and outreach needs in one place for better long-term ROI, while helping them become more precise and intentional in their outbound.

Chandler explains, “It feels great to be able to show how impactful our cold outbound can be, and that we can build pipeline beyond our usual referral channels!”

The team’s workflows have become more efficient and streamlined, and their outbound more targeted and intentional. At the same time, their prospects benefit from more relevant, personalized outreach that addresses their current pain points.

Ultimately, it’s a win-win that supports 5th Line’s commitment to creating high-value relationships with service clients.

If your outbound efforts are stalling due to poor deliverability, imprecise prospecting, untimely outreach, or all of the above, Amplemarket’s all-in-one AI solution can help you get everything back on track!

Start your free trial with Amplemarket now and upgrade your sales motions to a powerful AI-driven pipeline."