Case Study: Costanoa Ventures scales warm introductions with The Swarm

A The Swarm Case Study

Preview of the Costanoa Ventures Case Study

Costanoa Ventures facilitates 100+ warm introductions per quarter with The Swarm

Costanoa Ventures, a venture capital firm, faced the challenge of efficiently leveraging its vast and valuable network to secure warm introductions for its portfolio companies. Manually searching LinkedIn for mutual connections was a time-consuming process that did not scale, especially when the strongest path to a target company often existed outside the immediate team. To solve this, they turned to The Swarm.

The Swarm enabled Costanoa to build specialized, purpose-specific networks for high-value communities like cybersecurity. This relationship data was integrated into Clay workflows to automatically surface the best introduction paths and even draft outreach emails. The solution also brought this intelligence into Claude via an MCP integration and directly into their Attio CRM. As a result, Costanoa now facilitates over 100 warm introductions per quarter, systematically activating its networks instead of relying on manual searches. The Swarm has become a scalable relationship intelligence layer across the firm's entire operational stack.


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