Use case · Liquidity & reinvestment

After a transaction, prepare for reinvestment.

Identify transactions that may create liquidity and the people to meet to understand their plans.

Identify transactions that may create liquidity and the people to meet to understand their plans. Prepare conversations about investment, placement or succession needs.

Portfolio workflow →Explore a market →Decision support with AIDEE →

What DNA brings together

Published transactions

Business sales and other documented events provide a starting point for analysis.

People’s roles

Company relationships and known roles help identify potential beneficiaries.

Bank relationships

Portfolio matching distinguishes existing relationships from profiles to discover.

What your team gets

Transactions worth investigating and their sources
Related people and their known roles
Existing clients and network connections
A task to qualify liquidity and future plans

A project to qualify

Prepare conversations about investment, placement or succession needs.

A published transaction, valuation or ownership link does not prove personal receipt of funds or an amount available for investment.

DNA illustration: Liquidity & reinvestment — Portfolio view illustrating the related workflow. The displayed situation is not a result guaranteed for your scope.Demo portfolio · names replaced with fictitious labels

AIDEE

Explore the results with your assistant

In your portfolio, AIDEE helps you explore people and results, then access the relevant views. For example:

« Which people are linked to a recent transaction? »

Discover AIDEE →

When to use it

The useful moment is when plans take shape. An identified transaction helps prepare a conversation and verify fund availability with the person involved.

Questions about this use case

What information does DNA bring together?

Business sales and other documented events provide a starting point for analysis. Company relationships and known roles help identify potential beneficiaries. Portfolio matching distinguishes existing relationships from profiles to discover.

How does the team use these results?

The useful moment is when plans take shape. An identified transaction helps prepare a conversation and verify fund availability with the person involved.