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The best time to reach a future client is right after a liquidity event creates new wealth to manage. Amy scans for those events across your market and hands back a ranked, enriched list of the people behind them, each with the net-worth signal and contact details you need to start the conversation while the timing is right.

Copy and send to Amy

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What you get back

  • A ranked spreadsheet of prospects tied to a dated liquidity event
  • Person enrichment plus a verified contact for each prospect
  • De-duplicated against your CRM and prioritized by event size and recency

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Required integrations

CRM

Spreadsheet

Tell Amy your minimum threshold — say “only IPOs above $500M or founders with a verified C-level title” — and it will filter the list to prospects that clear your bar.