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A liquidity event is the moment a founder or executive becomes a prospect — but only if you reach out before every other advisor does. Have Amy watch your target companies and named prospects continuously and alert you the moment an IPO, acquisition, or major funding round puts new wealth in play.

Copy and send to Amy

What you get back

  • Daily alerts on IPOs, acquisitions, and funding rounds across your target list
  • The deal size or terms and the individuals likely to realize wealth
  • A suggested outreach angle for each event while the timing is fresh

Required integrations

CRM

Chat

Don’t have a list yet? Tell Amy the sectors and company size you focus on and it will watch the whole category, surfacing new names as their liquidity events break.