Candidates, best first

Open a card for the evidence, the contact routes, and the drafts.

Public professional sources only. No BrokerCheck data. Every claim links to its source. This preview opens ten at a time; the full list comes with the system.

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Business owners raising money

The Start-here view screens every capital-raise filing and sets aside the institutional noise: funds, trusts, pooled vehicles, raises far outside the owner range. What remains are people running their own company who took on capital this year. Refining the search shows everything on file.

Each name comes from an SEC filing for a capital raise at their own company. A raise is a planning trigger, not proof of personal liquidity. Because the company is the prospect's own, the front door is the right one. This preview opens ten at a time; the full list comes with the system.

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Your week

Calendar preview. Everything below is demonstration data showing how the engine would run a connected week. Nothing here reads or changes a real calendar. Once one is connected, the engine also nudges your phone: a text ten minutes before each meeting and a call two minutes before, so you never have to live on this page.

Revenue: clients and prospects Deadlines and compliance Firm maintenance Personal, protected Needs a decision

Outreach

Email is off until a mailbox is connected. Once one is, first touches go out at a safe pace, opens and replies are tracked, and follow-ups happen without you. You are pulled in only when someone turns warm. This page reports statistics, not piles of names.

Warm right now

Nobody yet. When a prospect opens twice or replies, they appear here with a proposed follow-up and three buttons: send as drafted, edit first, or skip. Engagement tracking starts when your mailboxes are connected.

Campaigns