For wealth managers and capital sourcers

Know who just got liquid. Reach them before the window closes.

A liquidity event opens a short window where the relationship is still up for grabs, and the signal sits scattered across filings no one source connects. We cross-reference them the moment they land, and name the person while the window's still open.

01 / The Problem

Where the window closes

The biggest account you could have won this year got liquid in March. You heard about it in September.

Two things quietly cost you clients every quarter. You feel both, even if you've never named them.

01The signal is scattered across sources

You can't see who just got liquid

The person who just had a liquidity event looks identical to everyone else, until the money is already managed by someone else. The proof exists, split across SEC filings, insider sales, lockup schedules, and property records, but no single source connects it.

Which one just got liquid?Unresolved

J. Reyes · Form 4 filerPossible

James Reyes · S-1 insiderPossible

J.R. Reyes · property buyerPossible

?No single source connects it

One of these came into real money this month. No single list shows it.

02Right when it opens, gone when you call

And the window closes before you act

A liquidity event opens a short window where the relationship is still up for grabs. It starts closing the moment it opens. People place their money fast, and the signals that would have told you sit unread across filings.

Still unplaced? Still reachable in time?Closing

One recordT0later

Window✓Open

Capital✓Unplaced

Advisor✓None yet

Liquidity✓Confirmed

Open the day they got liquid. Closed by the time you hear about it.

Net effectHearing about liquidity too late, with the signal scattered across filings no one source connects.

02 / The Signal

The signal between sources

The person who just got liquid isn't on any single list. The signal is between the sources.

No one source names them in time. But four independent sources each hold a fragment, and we cross-reference them the moment the filings land. Watch the person emerge.

SEC Form 4

A significant insider disposition

Real proceeds, just filed

S-1 / lockup

Post-IPO shares unlocking now

Inside the window

Property records

$10M+ in real estate

Wealth corroborated

Resolved identity

The same person across all sources

One person, one window

RecordUnresolved

Unnamed individual

On no single list, in time

LIQUID

UHNW, just got liquid, money unplaced

03 / Reach & Stay True

One living loop

Knowing who got liquid means nothing if you can't reach them in time.

Reaching them is one stage of a loop that compounds. Every verified channel, every outcome, feeds tomorrow's queue.

Target

Ranked by who just got liquid.

Reach

Verified channels, while it's open.

Work

Every touch and outcome, captured.

Sharpen

Each win tunes tomorrow's queue.

↻Loops back, sharper

Reach · liveJ.R. · newly liquid, inside the window

Personal email

Personal inbox

✓Verified

Mobile

Personal mobile

✓Verified

Office line

Front desk

✕Goes nowhere

LinkedIn

Profile match

✓Verified

→What's left actually connects, while the window's still open.

The differenceA bought list is last year's rich people. This catches who got liquid this week.

04 / Why Now

The math, and the wave

One newly liquid client pays for the system many times over. And the wave is breaking now.

This isn't a close call. Here's the math, and the liquidity wave that means more windows than you've ever worked.

Per client

$M+

The value of one newly liquid account, plus recurring fees for years.

Why there are more in play than ever

6M+

HNW pool

High-net-worth individuals in the US, the field you're sourcing from.

90-180

Lockup windows

Days after each IPO, the timed window our SEC data catches.

$84T+

Wealth transfer

In generational transfer underway, a steady stream of new liquidity.

Bottom lineOne client pays for years. The liquidity wave hands you the rest.

Start

See it on your own prospects

See who just got liquid, before the window closes.

Start with a call. Hand us a slice of your own prospect list and we'll resolve it across the filings, verify every channel, and show you who came into real money, named while the window's still open.

Book a strategy call↗

Your own list