Relationship Intelligence for Every Vertical
How teams in wealth management, recruiting, fundraising, and commercial real estate use the relationship graph to find warmer paths and close more business.

Relationship Intelligence
Somebody at your company already knows the person you want to reach. See the strongest warm path, who can introduce you, and the record behind it.
MORE BRIEFS AND FIELD REPORTS

Wealth Advisors
Your next client may already know someone in your book. Turn a vague referral request into a specific, qualified introduction.

Recruiting
See when past placements move into hiring authority and find warm referrals to candidates through people your firm already knows.

Fundraising
Find the next major donor through your board, staff, and supporters, with a named, evidence-backed introduction instead of a cold appeal.

Political Fundraising
Give bundlers specific in-district names from their own networks, and route cold prospects through donors who can introduce them.

Commercial Real Estate
Connect the LLC on a deed to the person behind the property, then find a warm introduction through your firm or investors.

For Revenue Leaders
Measure how warm your team already is with each account. See the colleague who can introduce a buyer, and the evidence behind the path.

Enterprise Sellers
Open with an introduction, not another sequence. Map the warm path to buyers and each member of the buying committee.

The Seller's Edge
A Meerkat and Sandler field report. Agent-to-agent go-to-market is arriving fast, but it will not replace the seller. Why the human becomes the revenue team's most valuable asset, with five moves for revenue leaders.
Ready to see the graph in your data?
Send us a file. We send back the relationships already in it.