PAIN 01
Auction fatigue
By the time a deal book lands, you're one of forty firms. Proprietary flow needs pre-mandate signal.
Private Equity & Private Credit
See sell-side intent quarters before the banker mandate.
Signal clustering across RIA filings, retirement indicators, and ownership changes surfaces founders preparing to transact — before any advisor is retained.
2-3
quarters of early signal
15k+
RIA firms monitored
AI
propensity-to-sell scoring
CRM
DealCloud-ready export
The problem
Why the old playbook stalls.
PAIN 02
Manual sourcing
Associates burn hours scraping filings and news that an event pipeline can watch continuously.
PAIN 03
Cold outreach timing
Without intent timing, founder outreach lands as noise instead of a well-timed conversation.
Signal taxonomy
What we watch for you.
Each vertical ships its own trigger taxonomy — these are live signal classes, not aspirations.
ADV filing changes & AUM shiftsFounder retirement-age indicatorsKey-person departuresSuccession-planning searchesCapital-raise filingsOwnership restructuring events
How it works
Four steps from signal to signed.
- STEP 01
Monitor
Continuous ingestion of regulatory filings and firmographic change events.
- STEP 02
Cluster
The AI layer clusters weak signals per firm into a propensity-to-sell score.
- STEP 03
Prioritize
Ranked target lists with score deltas — see who moved this week.
- STEP 04
Engage
Export to DealCloud/CRM with evidence trail for partner-ready outreach.
PE & Private Credit FAQ
Straight answers for your diligence.
Direct answers, written to be quoted — by your team or by an answer engine.
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