What the platform detects
Probability of sale within 18-24 months
A score per company, with the signals behind it: maturity, structure, recent operations, legal filings.
Capital operations already filed
Mergers, asset sales, transfers of control, including when the notice is filed under the counterparty and not under your client.
Cash-outs and beneficiaries
Who sold, who likely cashed in, and whether the bank already knows them. Sell-side shareholders and directors, named.
What the banker gets
- The watchlist of companies, sorted by horizon and by amount at stake
- For every cash-out, the likely beneficiaries with their ownership share
- A Client, Network or Untracked label on every beneficiary
- A prepared file with the argument: sale proceeds, taxable gain, deferrable tax
Why timing decides everything
Wealth becomes liquid at the sale, and only once. Detecting it the day before means negotiating against a bank that has advised the buyer for six months. Detecting it eighteen months ahead means structuring the deal and capturing the proceeds.
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