We Book the Meetings.
You Close the Deals.
Personalized outreach for Wealth Managers, B2B SaaS, and Non-Profits, driven by real financial events. We help you engage high-intent prospects at the exact moment decisions are being made.
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Tailored for Your Mission
One engine, three specialized applications.
Wealth Managers
Grow AUM via Liquidity Events
We identify prospective clients through financial transitions (business sales, exits) and professional background. Outreach is governed, reviewable, and aligned with fiduciary obligations.
B2B SaaS
Drive ARR via Buying Signals
Stop relying on volume. We prioritize judgment and alignment to identify companies with active budgets (funding rounds, hiring spikes, tech installation) to secure higher trust at first contact.
Non-Profits
Secure Major Gifts via Capacity
Engage donors when they have the capacity to give. We use public data to find wealth creation events, ensuring your outreach mirrors how a thoughtful development officer approaches an introduction.
See the Engine in Action. Fill out your sender profile, then search for leads.
Scanning live database for matches...
Step 3: Review Matches
Calculating...
Find "Money in Motion"
before your competitors.
Stop buying static email lists. Our AI scans for High-Intent Signals—business exits, funding rounds, hiring spikes, and inheritance triggers—to find prospects who have the capacity and need to act right now.
- Real-time Financial Alerts
- Net Worth & Funding Verification
- Decision Maker Mapping
Signal Detected: Sold software company for $12M on Oct 14th.
Subject: Congrats on the exit, Jonathan
"Hi Jonathan, saw the news about the acquisition. Typically founders in your position struggle with [Specific Issue]. We helped [Similar Founder] solve this last quarter..."
Outreach that feels human,
scaled by AI.
Generic templates get deleted. Our AI reads the prospect's news, LinkedIn, and company data to write a hyper-personalized message that references their specific situation.
- Context-Aware Copywriting
- Multi-Channel (Email & LinkedIn)
- Spam-Proof Sending Infrastructure
Fully Managed AI Lead Gen
We don't sell software. We are an outsourced growth team that prioritizes judgment, alignment, and timing rather than volume.
Event-Driven ICP Selection
We identify prospective clients through a multi-point search across financial transitions, professional background, and firmographics.
Judgment-Led Outreach
We craft each message using real prospect context—including life & financial events.
Built for Fiduciary Oversight
We only use publicly available and licensed data sources. All outreach activity is governed, reviewable, and aligned with fiduciary obligations.
Qualified Introductions
We deliver pre-qualified introductory meetings generated by timing, relevance, and alignment rather than volume.
Optimized Digital Presence
We deploy a dedicated verification portal to build visibility. Your digital footprint is optimized to establish immediate credibility before the first meeting.
Live Client Dashboard
Access your full-service portal to search our database for leads, review campaign metrics in real-time, and track every booked meeting.
Your Outreach Dashboard
Complete visibility. Log in to review the leads our proprietary stack identifies, approve AI-drafted messaging, and track your booked meetings in real-time.
Powered By Our Tech Stack
High-Priority Opportunities
| Prospect | Signal | Status |
|---|---|---|
|
Jason K.
Tech Founder, TX
|
Business Sale
Est. $14.2M
|
Review |
|
Amanda R.
Exec VP, NY
|
Funding
Series B
|
Review |
|
Robert L.
Director, CA
|
IPO Lockup
Expiring in 30d
|
Queued |
Insights & Strategies
Actionable advice to help you grow your business.
