Knowwhichexecutivesareabouttocomeintoliquidity— 30 to 90 days before anyone else.
Core Growth AI's agentic platform — productized for financial advisors first. We read SEC EDGAR directly (Form 4, Form 144, 8-K Item 5.02, DEF 14A) and pull state DOL WARN portals where 60-day rollover windows open. Autonomous agents enrich, score, draft, and route every lead while competitors are still scraping headlines.
Most platforms tell advisors about wealth events from news scrapers. We read the SEC filings directly.
Hidden wealth
Equity-comp events don't show up in news scraping. RSU vests, option exercises, lockup expirations, state WARN-Act layoff filings — they exist only in the filings and state DOL feeds.
Invisible timing
Vesting calendars and lockup expirations are public information nobody else surfaces. We build the forward calendar from DEF 14A schedules — RSUs, stock options, and PSUs broken out separately, dated to the day.
Wrong moment
By the time the news cycle covers a wealth event, every other advisor in the country has called. Filing-driven outreach lands 7–14 days earlier; WARN-Act notices give 60 days of rollover lead time.
Knowing vs. doing
Knowing about a vest event isn't enough. Core Growth AI drafts the outreach email, anchors it on the specific filing, generates a Claude-written dossier per person, and writes it back to your CRM.
Generic lead gen doesn't close. Core Growth AI learns the firm you actually run.
Three configuration surfaces shape every output: scoring, drafts, briefs, and the conversational agent all use them. No prompts to write, no per-message tweaking.
Practice profile
Upload your firm's ICP, AUM range, geography, specialties, and voice samples. Every drafted email and fit score is filtered through your practice — so the Top Picks queue prioritizes the executives you actually want to call.
Restricted list
Block competitors, COIs, or persons-of-interest by name, company, ticker, email domain, or LinkedIn URL. Restricted entities never surface in Top Picks, never appear in briefs, never get an outreach draft.
Compliance policies
Drop in your firm's WSPs as PDF or markdown. The Compliance Agent screens every drafted message against those rules. Verdict + cited rule + audit-grade log — ready for your CCO at year-end. Included with every account.
Other platforms add “AI features.” Core Growth AI runs the workflow.
Seven autonomous agents detect, enrich, score, draft, route, screen, and converse — end-to-end. No advisor has to copy data between tools. A new filing on Monday morning is a CRM-ready, compliance-cleared lead with a drafted email by Monday lunch — and an AI you can ask “who's most worth calling today?”
Detection Agent
Polls EDGAR every 5 minutes. Parses every new equity-comp filing, IPO registration, and 5%+ beneficial-ownership disclosure into structured events with 10b5-1 flags, vest dates, and transaction values. Also pulls state DOL WARN filings (CA, NY, TX, MD) so the 60-day rollover window is visible the day it opens.
Enrichment Agent
Resolves each filing identity to a real person: title, tenure, location, work email, direct phone, public bio. Confirms LinkedIn + verifies email is current.
Scoring Agent
Composite score weighs event magnitude, time-to-vest, seniority, reachability, and CRM displacement. Generates a written dossier explaining the lead.
Drafting Agent
Drafts the first-touch email or LinkedIn message anchored on the specific filing — vest amount, lockup date, executive transition. Personalized to your practice profile, specialties, and tone. Reads like a human at your firm wrote it.
Routing Agent
Writes the lead, dossier, and drafted outreach back into your CRM. Logs every touch. Re-syncs when new filings hit. Your CRM stays the source of truth.
Compliance Agent
Screens every drafted message against your firm's policies before it surfaces. Verdict + cited rule for every touch. Audit-grade log ready for CCO export. Included with every account.
Conversation Agent
Conversational layer over your entire pipeline. “Who should I call this week?” “Draft an email to the Affirm CFO.” Tool-using agent queries the dataset, applies your practice profile + restricted list, and answers in real time.
The agents do the work. This is where you read it.
A purpose-built workspace for liquidity-event prospecting — Morning Brief, Top Picks, seven lead categories, the deliverables, and the Ask-the-Engine chat. Use the arrows or thumbnails to tour the platform.
Morning Brief
What changed overnight, top 5 priority leads, vests next 7 days, and 10b5-1 cooling-off expirations — the page advisors open at 8 AM.
Screenshots from the live platform · June 2026 · use ← → keys to navigate
The conversational layer over your entire pipeline.
A tool-using agent that knows your executives, your filings, your practice profile, and your restricted list. Ask in plain English; get the answer + the draft + the data lineage in one turn.
- ›Who in the dataset best matches my ICP this week?
- ›Draft outreach for the Affirm CFO referencing his vest schedule
- ›Show me Bay Area execs with 10b5-1 plans expiring this quarter
- ›Score this lead against my practice profile and explain why
ELI finds the right prospects. Our Client Acquisition Engine helps you reach them.
The same AI growth system we deploy for B2B clients — research, authority content, landing pages, targeted ads, AI conversation agents — tuned for the regulated nature of financial services. A steady flow of right-fit clients, working in the background.
Authority content
Short-form education that builds trust with your ICP — articles, social posts, video, email sequences. Anchored on the planning topics your prospects actually search.
Funnel + landing pages
AI-built opt-ins, booking flows, and educational mini-courses that route warm leads into your calendar. Forms wired into your CRM.
Targeted ads
Meta + LinkedIn campaigns tuned to executive comp, equity events, and pre-IPO liquidity. Creative produced and run by the Ads Architect agent.
AI conversation agents
Engage and qualify inbound prospects 24/7 via email, chat, or LinkedIn-style messages. Hand the booked meeting to you — never the close itself.
Every asset is built around education and authority — not high-pressure conversion psychology. Drafts pass through a compliance review step before publication so your reputation stays protected as your pipeline grows.
Filing-sourced. Audit-traceable. Built for compliance review.
Audit-grade data lineage
Every lead traces back to a primary source — SEC filing (Form 4 accession, 8-K item, DEF 14A page) or state DOL WARN notice with effective date. Compliance teams can reproduce every claim.
SOC 2 Type II on the roadmap
Pre-audit hardening underway. Timeline and documentation shared in enterprise procurement reviews. Single-tenant deployment options available for firms with stricter requirements.
No proprietary scraping
All source data is public — SEC EDGAR, state DOL WARN portals, Apollo, Exa news, LinkedIn public profiles. No grey-area aggregation, no licensed feed at risk of being pulled.
Built for advisors by advisors who spent years in the executive compensation space.
ELI — Equity Liquidity Intelligence — is the platform we wish we had when we were the ones reading the proxy by hand on a Sunday night. Every detector, every score, every drafted outreach maps to a decision an advisor actually makes.
Years inside executive comp
Built by advisors who spent years working alongside corporate executives — RSU vests, Form 144 sales, lockup expirations, 10b5-1 plans. The data model maps to what an advisor actually picks up the phone about.
The filings, not the noise
We read the SEC EDGAR filings the same way a compliance officer reads them — by hand, for years — and codified that into the detection layer. Every event surfaced traces back to an audit-grade primary source.
Compliance-first by design
Built for the WSP review your CCO is actually going to run. Restricted lists, firm-policy screening, cited audit log — included with every account.
Start with a Brief. Subscribe when you're ready.
$99 Liquidity Brief as the "try-it-and-keep-the-PDF" entry point, then monthly or annual subscriptions after that. Annual saves 17%, six-month saves 8%. The Brief fee credits 100% toward your first subscription month if you convert within 90 days.
Liquidity Brief
The fastest way to see exactly what Core Growth AI delivers — for the territory you pick. Region (Southeast, Northeast, etc.), multiple states, or one. We run the full pipeline on 30 wealth-event prospects in your zone, complete with contact info, dossiers, and a drafted first-touch outreach per prospect. Keep the PDF. If you convert to a subscription, the $99 credits 100% toward your first month.
- 30 curated executives in the territory you pick (region, multiple states, or one)
- Contact info per exec (work email + direct line where available)
- Individual dossier per exec (background + equity-comp context)
- AI-drafted first-touch outreach for each prospect
- Branded PDF + Excel workbook you can present anywhere
- 100% credit toward your first subscription month if you convert
- Live web pageYour private brief URL — open from any device, share with your team, no PDF download required.
- Clickable email + LinkedInEvery executive has mailto: and direct-LinkedIn links — open Gmail or LinkedIn with one click.
- Copy-paste intro messageAI-drafted first-touch outreach per prospect, with a one-click Copy button right next to it.
- Save as PDF anytimeHit Cmd-P (or your browser's print menu) to save the same page as a polished PDF — keeps the formatting.
$99 · credits 100% toward your first Solo month if you subscribe within 90 days.
Solo
- All filing detectors (Form 3/4/5, Form 144, 8-K, DEF 14A, Schedule 13D/G, S-1)
- Daily morning brief + Top Picks ranking
- AI dossier per executive (Claude Sonnet 4.6)
- Salesforce FSC + Redtail + Wealthbox sync
- Outreach drafting + CSV export
Team
- Everything in Solo, shared across the team
- Up to 4 advisor seats included
- Bulk outreach + per-advisor pipeline tracking
- MCP server (Claude Desktop / Code)
- Bi-directional CRM push (lead + dossier + activity)
Enterprise
- Everything in Team, unlimited seats
- SSO (SAML / Okta / Entra) via Clerk
- Single-tenant deployment option
- Custom CRM integrations + webhooks
- Quarterly business reviews
Client Acquisition Engine
ELI finds the right prospects. The Client Acquisition Engine helps you reach them. Authority content, landing pages, targeted ads, and AI conversation agents — same AI growth system we deploy for B2B clients, tuned for the regulated nature of financial services. Trust-first messaging with a compliance review step before publish.
$99 Audit fee credits 100% toward your first subscription month if you convert within 90 days of delivery. Cancel anytime on monthly; 6-month and annual are paid up front.
See what Core Growth AI finds in your territory.
Pick a region, a few states, or just one. We'll scan SEC filings and state DOL WARN portals filtered to your scope, surface the top 30 wealth-event prospects, and deliver a branded report you can use immediately.
$99 · 48-hour turnaround · 30 fully-enriched executives · 100% credit toward your first subscription month