Get signals your
competitorshaven't seen yet.
PrimeVantage monitors construction permits, SEC filings, M&A activity, and executive moves — surfacing high-value opportunities the moment a trigger event fires, with research and outreach already prepared.
First opportunity surfaced within 5 minutes
$340M Construction Loan
Compass Data Centers · Goodyear AZ
Vantage as of Today
ACT ON TODAY
8
New signals
EST. VALUE
$1.4B
AUM + premium
SIGNALS TODAY
94
High confidence
Ranked by Confidence · 8 Opportunities
Compass Data Centers
$249M financing secured. Phoenix hyperscale campus. GC selection underway. Permits filed Maricopa County.
James Whitfield — Meridian Tech
$1.2B strategic acquisition closed. No advisor relationship detected. Est. $100M–$500M investable. Planning window open.
Luminary Brands
$180M PE recapitalization closing Q1 2026. Founder liquidity event — UHNW planning window open. Outreach ready.
Decision Window
Open · 60-90 days
No incumbent broker on file
BUILT FOR YOUR ROLE
Built specifically for how you work.
Two distinct verticals. One platform. Signals, intelligence, and outreach built for your specific market.
Insurance
Commercial Brokers & Producers
Construction loans, building permits, and business sales surface the day they're filed — with AI-drafted, coverage-specific outreach to reach CFOs before the incumbent even knows the deal exists.
Wealth Management
Financial Advisors / RIA
Post-exit founders, PE recapitalizations, and RSU vests surface the moment they're recorded — with a full UHNW dossier, urgency score, and outreach drafted to open the conversation at the right moment.
INSIDE THE PLATFORM
PrimeVantage shows you exactly who to call,
why today is the day, and what to say.
Every feature is built around one goal — getting you into the conversation before your competitors know the deal exists.
Signal library
50+ signal types across construction, real estate, M&A, and liquidity events — filtered to what precedes a buying decision in your market.
AI opportunity brief
Every signal comes with a full intelligence package — verdict, premium estimate, exec contacts, call prep, and outreach ready to send.
Built around your profile
Tell PrimeVantage your vertical, geography, and ideal client. Every signal and brief adapts to your practice.
Outreach ready to send
LinkedIn note and cold email drafted for every signal — peer-level, project-specific, referencing the exact event.
Tasks & daily digest
Add follow-up tasks to any prospect. Get a daily email each morning with your tasks due today and new signals in your queue.
HOW IT WORKS
From signal to signed client in 4 steps
Step 01 — Tell us your practice
5-minute onboarding sets your vertical, ideal client profile, geography, and trigger preferences — so every signal is relevant from day one.
Step 02 — We monitor everything
SEC filings, county permits, M&A wire, LinkedIn transitions — scanned daily. Each event scored 0–100 on deal size, window, and fit.
Step 03 — AI writes the brief
Every opportunity comes with a full intelligence brief — verdict, why it matters, call prep, and outreach ready to send.
Step 04 — You arrive first
Reach prospects before the RFP. Before they call their current broker. Before your competitors even know it exists.
SIGNAL LIBRARY
Every trigger that creates a window
We track 20+ proprietary signal types — filtered to the ones that actually precede a buying decision in your market.
Construction Loan Closed
County and FDIC filings detect funding events before GC selection begins.
→ $340M Phoenix data center. OCIP window: 60–90 days
Permit Filed
140+ county permit feeds — same-day detection, exec-mapped.
→ $28M Mesa warehouse. Pre-bid. No broker attached
M&A Exit / RSU Vest
SEC Form 4 and proxy data surfaces liquidity events within hours.
→ CFO exit, $4.8M liquid. No current advisor identified
Executive Transition
New CFO, COO, or VP Risk = new vendor review window in 90 days.
→ New VP Risk hired, Series B firm. Review cycle imminent
Funding Round
Series A–D raises triggering benefits, D&O, and cyber reviews.
→ $34M Series B. Board composition shift. D&O review due
Renewal Window
90/60/30 day renewal alerts cross-referenced against filing dates.
→ Southwest Development Corp, regional carrier incumbent. 90 days out
Suntec Development Group
Draft outreach
$120M construction loan recorded Nov 12 (Maricopa County). Building permit #2025-MC-44821 pulled Nov 8 at same parcel. Three independent signals align — first-placement window, no broker attached.
Every opportunity comes fully briefed.
Click any opportunity and get a full intelligence package — not a data dump. A verdict, a rationale, call prep, and outreach ready to send.
Confidence verdict
Act Now / Monitor / Pass — with the exact sources that explain why.
Call prep built in
Questions tailored to the trigger type. What to ask, what not to say, how to frame the ask.
Outreach pre-written
LinkedIn note and cold email drafted and ready to send — peer-level, project-specific, no pitch.
You've tried data tools before.
Here's why this is different.
BUILT FOR REGULATED INDUSTRIES
Built for the scrutiny your industry demands.
Public data only
SEC filings, county deed records, permit databases, press wires. No scraped personal data. No privacy-gray-area sources.
Your data stays yours
Contacts, notes, and pipeline data are never shared, sold, or used to train models. SOC 2 compliant infrastructure.
Outreach is human-approved
Every AI-drafted message is a starting point, not an auto-send. You review, edit, and send — we never touch your email without permission.
One deal pays for the year
150 high-quality opportunities per month, each fully briefed with AI-generated outreach.
Start Free Trial →500 opportunities per month plus full intelligence suite — research, pulse monitoring, accounts & contacts, and reports.
Start Free Trial →2,000 opportunities per month with CSV/API exports and a dedicated customer success manager.
Book a Demo →YOUR FEED ACTIVATES IN 5 MINUTES
Your next deal is already in motion.
Someone in your market just filed a permit, closed a loan, or changed jobs. PrimeVantage already knows. The question is whether you get there first.
No credit card required · First opportunity within 5 minutes · Cancel anytime