New CFO, new engagement
Every company in your market that appointed a new finance, technology or operations leader this month, scored for firm fit, the new executive verified, the brief and a warm note drafted for the partner.
Your expertise is the product and your time is the inventory, so the prospecting that fills next quarter should never consume this one. Agents find the companies showing the signals that precede your kind of engagement, brief you before every meeting and keep the referral network warm.
The signal digest, the briefs and the drafted introductions arrive ready; the partner reviews and decides.
Ownership, leadership, funding, technology, news and talking points with sources, delivered before the invite.
A new CFO, a round or an acquisition at a target reaches the relationship partner with the source attached.
Every warm intro and first touch under the firm’s name waits for a partner’s pass.
Every hour on prospect research is an hour off an engagement. The math never favors BD, so the pipeline decays exactly when the bench needs it most.
A new CFO, a funding round, a hiring spike in the function you advise: the events that precede an engagement are announced daily and read by no one at the firm.
Ownership, recent moves, leadership, technology, talking points. Real work, done by hand, the night before.
Companies showing the events that precede your kind of engagement, leadership changes, funding, hiring in your specialty, surfaced weekly with the source attached.
Ownership, funding, leadership, technology, news and relationships assembled from live data into a one-page brief, delivered before the calendar invite.
Former clients and referral sources watched for job changes and new roles, so the warm introduction arrives while it is still warm.
Every contact verified before it reaches a partner, deduplicated against the firm’s CRM, and suppressed where a conflict check says so.
The kind of work you win, the companies that buy it, the roles that sponsor it, and the events that precede it, in plain language.
Leadership changes, funding, acquisitions, hiring in your specialty and compliance deadlines read across your target market on a cadence.
Each triggered company scored against sector, size, geography and conflicts, so the partner sees only the ones worth an hour.
The economic buyer and the operational lead resolved by title, emails verified, referral paths noted where a former client sits nearby.
A one-page sourced brief and a warm introduction drafted in the firm’s voice, both delivered before the partner’s review block.
Introductions and CRM records wait for a partner’s approval; conflicts checked and recorded on every send.
Every company in your market that appointed a new finance, technology or operations leader this month, scored for firm fit, the new executive verified, the brief and a warm note drafted for the partner.
Companies that raised or were acquired in the last quarter, the events that typically follow in your specialty noted, the sponsor identified and verified.
Former clients and referral sources watched for job changes and new roles; each move arrives with the new company enriched and a congratulations note drafted.
Fifty target companies briefed in one document: ownership, recent moves, leadership, technology and talking points, with every claim linked, before the partner meeting.
| By hand | With AstroFabric | |
|---|---|---|
| Prospect research | An associate afternoon per company | A sourced one-page brief per company, batched |
| Triggers | Noticed in the trade press, late | Read daily across the market, routed same day |
| Sponsor | A name from a conference | Resolved by title, verified, referral path noted |
| Conflicts | Checked after the intro | Applied as suppression before the list exists |
| Introductions | Written between engagements | Drafted in the firm’s voice, waiting for a partner’s pass |
| Partner time | Most of a BD day | An hour of judgment a week |
A standing watch on your target market: rounds, leadership changes and hiring in your specialty reach the relationship partner the same day.
A company name in; ownership, recent moves, leadership, technology and talking points out, before the first call.
For the fifty accounts on the partner’s list, the economic buyer and the operational lead mapped with verified emails.
Three of a hundred. The full playbook library ships in every workspace, and anything you can describe becomes a mission.
Every introduction and first touch under the firm’s name waits for a partner’s pass; the review takes minutes because the evidence arrives with the draft.
Missions draw on public sources and what you explicitly provide. Engagement details never enter the pipeline unless you put them there.
Usage-metered with hard caps; a solo practice and a fifty-person firm each pay for the lists actually built.
Yes. A company name in, a sourced brief out: ownership, recent moves, leadership changes, hiring, technology, funding and talking points, assembled from live data with every claim linked. Batch a whole prospect list and the briefs arrive as one document before the first meeting.
You tell the mission in plain language and it watches for them: a new executive in the function you advise, a funding round, an acquisition, hiring in your specialty, a compliance deadline in the news. Each week’s digest names the accounts, the event and the source.
Your conflict and do-not-contact lists are applied as suppression before any list is built, and every introduction waits for a partner’s approval. Missions draw on public sources and what you provide; engagement details never enter the pipeline unless you put them there.
Yes. Lists, briefs and digests arrive as documents, sheets, email or Slack messages, and the workspace itself keeps the persistent lists and the watch. When the firm adopts Zoho CRM, HubSpot or another connected CRM, the same missions deliver into it as approval batches.
Relationships data and news reveal a company’s customers, vendors, partners and advisers, and the list flags where a former client or referral source sits close to the target. The relationship and its source are recorded on the row, so the partner can choose the warmest path in.
About an hour a week: reading the signal digest, approving the introductions worth sending and skimming the briefs before meetings. Everything else, the watching, scoring, verifying and drafting, runs as standing missions, and quiet weeks arrive as three lines rather than a report.
Plans start at $65 per month with credits included, metered by usage under a ceiling you set. A verified contact and a sourced brief each cost a few credits, digests and exports are free, and every mission states its estimate first, so a solo practice pays for the pipeline it actually builds.
An hour of partner judgment a week; a standing pipeline that compounds.