• FTV Capital

How a global investment firm scaled GTM operations with AI Agents

Portfolio-wide SDR automation

Voice AI in healthcare

Real-time sales intelligence

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 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.

  • 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.
Compliance guardrails
  • Enforced secure data handling, tone moderation, and message validation across all workflows.

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.

The outcome

Video Processing Agent
Try Agent

Behind the scenes: How Lyzr builds enterprise AI on AWS

Behind the Scenes: How Lyzr Builds Enterprise AI on AWS

How Lyzr handled security for a leading AI & automation research firm

  • Complaince

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.

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