Core Growth AI
Get the Brief
Free during launch · 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. Yours free — a real sample of what the platform delivers.

Free · 48-hour turnaround · 30 fully-enriched executives · one free brief per firm

Launch offer:Your Liquidity Brief is free right now — no card, no call. One per firm.

Request your free Liquidity Brief

Pick a region, multiple states, or just one. We build it and email you a private link — usually within a few minutes. One free brief per email.

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 it works.

  1. Step 1
    Fill out the short form — your territory (region or specific states), AUM range, and industry focus. Takes about a minute. No card, no call.
  2. Step 2
    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 — then the top 30 are curated.
  3. Step 3
    A private brief link lands in your inbox, usually within minutes — live page with clickable email + LinkedIn, copy-paste outreach per exec, and Excel appendix. Cmd-P to save as PDF anytime.

No cost, no catch.

The Liquidity Brief is free during launch — no card, no sales call. It's a real sample of what Core Growth AI surfaces in your territory every day. If it's useful, subscribing turns the same engine on your whole book. If not, keep the brief — it's yours.

Scroll up to request your free brief

Emailed to you, usually within minutes