Search funds & ETA
Solo searcher or two-partner fund. One deal. One operator. Eighteen-month clock.
Watches
Owners 62+, $2-8M EBITDA, durable trade or service business, founder still operating.
How they use the platform
- 01Saved view: "Lee County HVAC, founders 65+, $4M+ revenue", refreshes weekly.
- 02Watchlist of 40 names; nightly briefing on the eight most likely to engage this month.
- 03Tearsheet PDF generated for every Tuesday meeting with the investor group.
The outcome they're after
Two qualified conversations a week instead of two a quarter.
PE & holdco builders
Roll-up thesis already written. Need 200 named targets in one county, not 5,000 unscored names.
Watches
Industry codes, revenue band, owner age, succession risk score, prior add-on history.
How they use the platform
- 01Build a county-by-county map of every independent operator in the thesis.
- 02CRM sync pushes scored prospects into HubSpot / Affinity / Salesforce nightly.
- 03Slack alert when a watched competitor in the thesis files a new asset or deed.
The outcome they're after
A live, named market map that a junior associate can work, not a stale list.
Real estate investors
Buying single-family, multi-family, small commercial, or land, direct from owner.
Watches
Owners 70+ holding free-and-clear property, recent probate filings, tax-delinquent parcels.
How they use the platform
- 01Geofence by ZIP, parcel size, ownership length, lien status. Save and re-run.
- 02Owner profile aggregates every parcel that person owns across the state.
- 03Alert fires the night an owner instructs an agent, before the listing hits the MLS.
The outcome they're after
Off-market letters that arrive before the for-sale sign goes up.
Asset brokers
Selling vessels, aircraft, RVs, heavy equipment, fleets. Inventory is the bottleneck.
Watches
Coast Guard transfers, FAA registrations, fleet dispositions, owner age and liquidity events.
How they use the platform
- 01Filter by asset type and owner age; route prospects to listing agents by territory.
- 02Track the full asset history of a single owner, boats, planes, real estate, businesses.
- 03Outreach templates pre-filled with the specific hull, tail number, or VIN.
The outcome they're after
Listings booked from owners who didn't know they wanted to sell yet.
Family offices
Discreet, direct, principal-led. Four deals a decade. Each one matters.
Watches
Concentration of holdings, multi-asset owners, off-market potential, family transition signals.
How they use the platform
- 01Private workspace; nothing leaves the firm. SSO, audit log, no shared lists.
- 02Curated "intriguing names" briefing once a week, hand-selected by an analyst.
- 03Tearsheets exported as branded PDFs for the investment committee binder.
The outcome they're after
A discreet, well-researched pipeline that respects the cadence of a family office.
Succession advisors & RIAs
Wealth managers, M&A advisors, succession planners. The owner needs you before the trigger event, not after.
Watches
Owners approaching 70, no successor identified, concentration risk, illiquid net worth.
How they use the platform
- 01Identify business owners in your region who match your client profile, pre-event.
- 02Receive an alert when a watched owner shows any succession signal (will, transfer, sale).
- 03Co-branded outreach package; we provide the data, you provide the relationship.
The outcome they're after
Clients you reach the year before, not the week after.