Core Growth AI
Get the Brief
$99 launch pricing · 48-hour turnaround

Seethewealtheventssittingin your territory.

We run our EDGAR pipeline + state DOL WARN portals filtered to the territory you pick — region, multiple states, or just one — then deliver a curated 30-prospect report with contact info, individual dossiers, and AI-drafted first-touch outreach. Keep the PDF. If you subscribe, the $99 credits 100% toward your first month.

$99 · 48-hour turnaround · 30 fully-enriched executives · 100% credit toward your first subscription month

Launch promo:Use code LAUNCH50 at checkout for 50% off — first 100 firms only.

Free: 5 sample executives in your inbox

See exactly what Core Growth AI surfaces — name, role, company, and one paragraph of dossier — before you pay for the full brief. No credit card.

We'll send you the sample + occasional launch-promo updates. One-click unsubscribe.

or get the full thing

Request your Liquidity Brief ($99)

Pick a region, multiple states, or just one. We respond within one business day with a 15-minute intake call to confirm scope.

Territory *
Select where you want the sample·
Northeast
Mid-Atlantic
Southeast
Midwest
South Central
Mountain
Pacific

We respond within one business day. No spam, ever.

What you get

A live, sharable brief — not just a static PDF.

Private live web page
Your brief lives at a private URL you can open from any device. No PDF download required, no version-tracking emails. Share the link with your team; revoke it anytime.
Clickable email + LinkedIn per exec
Every prospect has one-click mailto: and direct-LinkedIn links. Hit the link, draft is pre-filled, you're already in Gmail or LinkedIn — no manual copy/paste.
Copy-paste intro message
AI-drafted first-touch outreach for each executive, anchored on the specific filing (vest amount, lockup date, role change). One-click Copy button sits right next to the draft.
Save as PDF on demand
Hit Cmd-P (or your browser's print menu) at any time to save the same page as a polished PDF — header/footer, branded layout, the works. Same brief, two formats.
Top 30 profiled executives
Name, role, ticker, vest schedule, dossier highlight, recommended outreach hook. Tier A (15) + Tier B (15) — ranked, not dumped.
Executive summary up top
Three-paragraph headline: total identified vest value, capture rate vs your current book, bottom line. The page your Head of Growth reads in 60 seconds.
Territory + industry analysis
Concentration map across the states and regions you selected. Which markets + sectors offer the most reachable equity-comp dollars + 401(k) rollover candidates.
Excel appendix
Every detected executive — Tier A/B/C with full contact info + dossier export, downloadable from the live page.

How the engagement runs.

  1. Day 0
    Intake call (30 min). We confirm your territory (region or specific states), AUM range, industry focus, and any CRM data you want cross-referenced.
  2. Day 1–3
    Our EDGAR pipeline + state DOL WARN feeds run your scope. Every Form 4, DEF 14A, 8-K, Form 144, and WARN-Act notice in the past 12 months gets parsed, scored, and enriched with dossiers.
  3. Day 3–4
    We hand-curate the top 30. Each gets a profile page with the specific filing, vest schedule, contact info, and a recommended outreach anchor.
  4. Day 5
    Your private brief URL lands in your inbox — live page with clickable email + LinkedIn, copy-paste outreach per exec, and Excel appendix. Cmd-P to save as PDF anytime. Optional 60-min readout call.

Risk-free upgrade path.

If you decide to subscribe to Core Growth AI within 90 days of receiving your brief, the full $99 fee credits 100% against your first year of Growth or Enterprise. The brief pays for itself in retained relationships before the subscription invoice clears.

Scroll up to request your Liquidity Brief

Typical response within 1 business day