How it works
From the whole filed market to your next conversation
- Thesis: Succession$250M–$2.5BNJ · NY · CT01
Screen
Pick your thesis and filters: size, geography, client mix, discretionary share. Bands rank every firm the thesis screens; callouts flag what a score alone cannot say.
- Discretionary RAUM$1.42BItem 5.FControl persons ≥ 25%2Schedule ADisciplinary eventsNoneItem 11“Fees are negotiable and begin at 1.00% of assets…”As stated in the firm’s filing · Mar 202602
Read the evidence
Every profile is a filed-fact dossier: growth against a matched benchmark and true peers, ownership and tenure, fee schedules quoted from the firm’s own filing, and disciplinary record, with each line dated and sourced.
- One-pagerShortlist linkExcel export03
Take it to the table
Export a one-pager your committee can hold, a shortlist your team can share as a link, and the principal’s name from the filing. Then make the call.
Inside a profile
Everything you need before the first call, on one page
- Trajectory, not a snapshotAssets over time against a matched benchmark and a peer median of same-size firms.
- Who owns it, and for how longControl persons, ownership ranges and tenure, straight from the filing.
- What they charge and who they serveFee schedules and client mix, quoted and dated, never paraphrased.
- What the data cannot sayGaps are labelled as gaps. A blank is never a value.
- Founder & CEO50–75%
- Managing Partner25–50%
Illustrative only. Fictional firm and figures.
Who it’s for
Everyone whose job starts with a list of firms to call
…and ends with having to justify the list.
Corporate development
Run your thesis against the whole filed market instead of the twenty names already on the pipeline, and show your committee where the other candidates came from.
M&A advisers and bankers
Build a buyer or seller list you can defend line by line, with the filing behind every figure and a one-pager per firm to leave behind.
Private capital
Screen platforms and add-ons on filed evidence, including ownership concentration, trajectory against a matched benchmark, and disciplinary record, before the first call.
Build an origination list in an afternoon
Pick the thesis, set size and geography, and take the ranked list. Every row carries the facts behind its rank, so the list survives the first question about it.
Diligence a name before you call it
One profile holds ownership and tenure, growth against true peers, fee schedule, custodians, and the disciplinary record, with each line dated and sourced.
Find the firms nobody has called
The screen covers every adviser filing with the SEC, not a curated list of the usual names. That is where a proprietary conversation tends to start.
Take it into the committee
Export the filtered view to Excel or hand over a one-pager. Both carry their source, their extract month, and the same figures the screen showed.
Why it holds up
Every claim traces to a filing.
Every figure carries its Form ADV item number and filing date
Growth compared against a 60/40 benchmark and same-size peers over a matched window
Estimates labelled as estimates, shown as ranges, never false precision
No “propensity to sell”, and no adjectives about a firm
Buyer theses
Three ways to buy. Three different screens.
The same firm is a different opportunity to different buyers. Each thesis is ranked independently.
Succession
Aging, independent, single-owner books with no succession plan.
Minority-stake
Independent, growing books with a long-runway owner.
PE-consolidator
Larger, steady independents that are clean to integrate.
See your thesis run against the whole market
Demos are one-on-one and run on live data. Tell us who you buy and we’ll show you who you should be talking to.