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For fintech SaaS

Revenue infrastructure for fintech SaaS teams

Selling software that touches money means a longer review and more people in the room. Your list has to carry that weight from the first row.

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Fintech buyers do not sign off a first email. There is a questionnaire, a risk owner, and a CFO who was never on the original thread. Narrow targeting plus patience is the only motion that survives that.

One workspace carries it. Working lists live in Tables, where every column records what produced the value. Survivors get promoted into Records. Enrollment, sender rotation, and suppression belong to Sequences, so a paused account stays paused everywhere.

Who this is for
Seed to Series A fintech software companies: payments, lending, treasury, or risk tooling. Four to fifty people, with a founder still running revenue.
What it looks like today
A risk owner reviews you before anyone pilots you. Generic lists land in accounts with no budget line, and the sequencer never learns which of them already answered.
What changes
You build from evidence: a round closed, a compliance role opened. The account, the people, the trigger, and every reply share one row, so a long cycle stays legible.

Example searches

Ask for it the way you'd say it

Every search below runs on the same hosted Tables, with the cost previewed before anything is spent.

  • Companies that just raised

    show me seed and series a fintech companies that raised last quarter and sell to banks

    Funding events arrive as dated rows on the account, so you can sort by how fresh the trigger is.

  • The risk owner, not the inbox

    for each of these companies find the head of compliance or risk and a verified work email

    Risk and compliance sit under finance at this size, so expect a CFO or a head of operations to be the name that comes back rather than a dedicated officer.

  • Accounts staffing up on finance

    which companies on my list opened a controller or finance operations role this month

    Each posting lands as an event on the account, so the trigger survives until the budget conversation returns.

Plays

Three motions you can run this week

Each one is a chain of Oxygen primitives — the same hosted objects your workspace already has, composed.

  • Funding-triggered account build

    A list of accounts with a fresh round and a reason to buy now.

    1. 1Pull funding and hiring events for your segment into a working table.
    2. 2Enrich the rows inside your size band, then promote the ones that fit.
    oxygen signals search run
  • Multi-thread the review

    Two contacts per account: the operator who wants it and the owner who approves it.

    1. 1Look up both roles and verify the addresses before anything sends.
    2. 2Enroll them on one cadence, so a reply from either stops the other.
    oxygen people search run
  • A cycle you can read in month four

    Every touch, reply, and note stays on the account through a long review.

    1. 1Read replies across email and LinkedIn in one inbox and log the outcome.
    2. 2Watch stage movement in the funnel view instead of a spreadsheet of guesses.
    oxygen crm pipeline

Capabilities

What you get

  • Triggers instead of a static list

    Funding, hiring, and headcount events attach to the account and keep arriving, so a list built in March is still worth working in June.

  • Both buyers on one row

    The operator and the approver sit on the same account with their own contact data, so multi-threading is a filter, not a second spreadsheet.

  • Spend you see before it happens

    Every enrichment previews its scope and cost under a ceiling you set. One dollar is 1,000 credits, on one meter for the whole workspace.

  • Free to build the whole motion

    Tables, the CRM, workflows, and sequence drafts cost nothing. You pay when you enrich, send, or publish, and purchased credits never expire.

Instead of

The stack this replaces

Native, on one contract and one credit balance — not another tab wired to the last one.

  • Clay
  • Apollo
  • Outreach
  • HubSpot
  • Zapier
  • ZoomInfo

Data sources

What the data actually comes from

Every value lands with its provider and cost recorded on the cell.

  • PredictLeads

    Per company hiring, technology, and financing events, which is what separates this quarter's working list from last quarter's.

  • Crustdata

    Headcount trend by department, so a company staffing finance is separable from one staffing engineering.

  • People Data Labs

    Firmographics for the size and segment bands that decide whether an account is worth a long review.

  • Blitz API

    Resolves the named finance or risk owner, so the first email reaches a person and not an alias.

Run these on Oxygen's managed credits, or connect your own provider keys and pay the vendor directly — the same columns, the same runs, the same provenance either way. See every integration.

Limits

Where this stops

  • Regulatory posture is not a data field. You can see that a company hired a compliance lead. Whether they may buy from a startup without a full review is a question for the call.

FAQ

Questions people ask first

Our sales cycle is six months. Does outbound even help?
It changes what outbound buys you: a technical conversation, not a signature. The account, the thread, and the notes stay on one record, so month four reads as continuity.
Can we start before connecting a mailbox?
Yes. Building the list, enriching it, drafting the sequence, and previewing the run all happen before any sending account exists. Dispatching from a mailbox is what needs a paid plan.
Do we have to leave our CRM?
No. Records works as the CRM if you want one. Two way sync is native for a short list of CRMs, and a tool outside that list, Pipedrive for instance, moves by import and export rather than a live mirror. Many teams keep theirs and hand this workspace everything upstream of a deal.
How do we keep a bad list from burning the domain?
Verify before you enroll rather than after the bounces. Run verification as a column over the table or on a single address, work from the rows that pass, and a sending account that starts bouncing pauses itself instead of dragging the rest of the domain down with it.
What does a funding signal actually give us?
A dated event on the account, not an alert you have to catch. Filter to rounds closed in the last sixty days, or leave it on the record until the account warms up.
Can a non-technical founder run this?
Yes. Most of the work happens in the web app or the in-product Copilot: say what you want, read the plan and its cost, approve it. The terminal is optional.

Put your GTM motion on one stack

Sign up, get a working workspace with a one-time credit grant, and run the first play end to end without wiring five tools together.