Find people

If you’re a rep taking over a fintech territory and need people to call this week, this is the hand-off screen. The Shortlist page shows 10 VPs of Sales as cards, each with a face or a fallback, the company logo, title, company firmographics and a verified work email. From a card you can draft an intro, push the person to a CRM, copy the email or open their profile. Accounts regroups the same people under the 13 companies they work at, and How it was built lists every Trayo operation that ran and what it returned.

It replaces the loop of finding a list of companies, finding the right title at each, looking up emails and pasting it all into a spreadsheet that is stale by Friday. Everything on screen came from one workspace, the contact data is already verified, and the set is saved as a list in Trayo, “VP Sales — US Series B fintech”, so nothing needs rebuilding. CSV export works, so the rep can take it anywhere.

The Series B part of the brief didn’t hold up, and I decided the app should say so. I started with trayo_find_people and the sentence “VP of Sales at a US-headquartered fintech company that has raised a Series B round”, which returned 50 people. I took the 33 company domains from those rows and ran trayo_find_companies, which resolved 30 of them with industry, headcount, HQ and company type. Then I checked the funding claim directly. Trayo records a funding stage for only a minority of companies, and filtering on fundingStages [“series_b”] with US HQ returned just 3 fintech companies: Lead, Biz2Credit and MAJORITY. trayo_search_stakeholders with an explicit “VP of Sales” definition found 0 people from 9 candidates at the first and 0 from 3 at the other, so Trayo held no VP of Sales at any of them. I went back to the ranked search results and narrowed them to US-headquartered, privately held fintech companies with 27 to 225 employees, a headcount band typical of Series B. That gave 13 accounts, which I loaded with trayo_import_accounts, and 14 people, added with trayo_add_people; all were created and none skipped. trayo_enrich_emails found 14 of 14 work emails, each with status “verified” and identityConfidence “match”. Because none of this confirms a round, every card carries a “stage not recorded” badge instead of claiming one. I also show four more people as a bench, including one at Finix, which is publicly later-stage than the brief asked for.

Real: everything the pages display came from Trayo calls against a real workspace, the list is saved there, and CSV export is built in the browser. Stubbed: Draft intro, Push to CRM, Push account and Sync list. Each one opens a toast tagged “demo” describing what would have been sent, because there is no Salesforce, email or Slack connection behind them. I built it as a demo for Vercel, so I kept those buttons visible to show where the hand-off would go without pretending it happens.