01 · How the engine works
You hand us the investment thesis. We launch agent swarms against it: parallel AI agents that read public records, company sites, filings and news until the market is mapped, scored and contactable. Four stages. Identify — the full market, mapped from public and proprietary data. Research — cited AI memos on any target, on demand. Prioritize — every company scored against your buy-box. Engage — outreach to the named decision-maker, gated by your team.
No. Nothing is bought off a list. The output is a scored market: every company in your thesis, tiered 1–5 against the buy-box with a cited memo attached, before a single message goes out. Firms already acquired are screened out. A list tells you who exists. A scored market tells you who fits, who to call first, and why.
Claude reads every company’s website, estimates revenue and EBITDA, and returns a research memo in which each claim cites the source the agents actually read — registries, filings, the company’s own site, news. Two independent revenue estimates are produced for every firm. The conservative one ships, and their agreement becomes the confidence signal attached to the memo. The memo travels with the thread: when a reply lands in your CRM, the research arrives with it.
Email, SMS, voice, LinkedIn, WhatsApp, Telegram and Instagram — switched on per campaign. Every channel lands in one place, your AI reads all of it, and the reply is drafted before you open it. A brief lands every morning: who to reply to, what’s at risk, suggested responses ready to send.
Your team does. Outreach is gated by you: every company is scored against the buy-box and carries a cited memo before a single message is sent. Messages are written from that company’s own intel — what the swarms found, not a merge field — and the research stays attached to the thread from first touch to signed LOI.
02 · Infrastructure, data & compliance
The recommended deployment runs on AWS in your own account. The market database, the scrapers and the AI layer sit inside your infrastructure — not ours. Claude serves research and buy-box scoring over an MCP server. Enrichment and outbound seats — Clay, Apollo, Instantly — are opened in your name. Your CRM is the system of record. We build and operate the engine; you hold the keys.
You do. The engine runs on your own cloud, and you own the data, the code and the pipeline. On a project build, infrastructure, data and IP transfer outright — it is your asset, maintained by our developers for $1,000 per month. Nothing accumulates in a vendor’s account, and nothing is shared between clients.
Warm replies land in Salesforce or HubSpot with the full research attached; engagement syncs back automatically, so the pipeline stays true without manual entry. Everything is custom-built on your infrastructure, and we work with you to integrate directly into your existing tech stack — if your system of record is something else, we wire into it.
Sending runs through Instantly on 3–5 warmed lookalike domains plus aged accounts; your primary domain is never exposed. Every sending domain is authenticated — SPF, DKIM, DMARC — and volume is paced to each domain’s warming curve. Email follows CAN-SPAM; SMS and voice operate within TCPA and FCC guidance. Compliance is built into the infrastructure, not reviewed after the fact.
