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Turn Account Data Into Revenue

Every morning, a CRO-grade briefing hits your inbox with prioritized expansion opportunities, risk flags, and specific seller actions — all built from public data about your accounts.

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PORTFOLIO EXPANSION BRIEF — June 27, 2026
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📊 PORTFOLIO VITAL SIGNS
6 accounts tracked │ 3 expansion opportunities │ 2 risk flags

🟢 Dutch BrosEngage immediately
🟡 Sutter HealthMonitor CalPERS vote
🟡 Hackensack MeridianPrepare upsell
🔴 InvistaLayoff risk — check in

🎯 NEXT STEPS FOR TODAY
1. Dutch Bros — reach out to expansion team
2. Sutter Health — monitor CalPERS decision
3. Invista — contact re: new CEO priorities

How It Works

From public data to prioritized revenue action — fully automated.

1

Tell Us Your Accounts

Send us a list of your enterprise accounts — companies you manage, prospects you're chasing, or partners you're monitoring.

2

We Scan Daily

Every night, our agent scans news, filings, press releases, and public data for expansion signals — new locations, leadership changes, acquisitions, layoffs, partnerships, and more.

3

You Get a CRO-Level Briefing

At 7 AM, a strategic brief lands in your inbox — ranked by revenue opportunity, not alphabetically. Every signal comes with a business context and a specific seller action.

Signals We Track

Every signal is classified and translated into revenue context.

🟢 EXPANSION

Growth Events

New locations, facility expansions, hiring surges, funding rounds, acquisitions — triggers to engage.

🔴 CAUTION

Risk Events

Layoffs, budget cuts, leadership departures, lawsuits, regulatory issues — signals to protect your position.

🟡 TRANSITION

Leadership Changes

New CEOs, executive hires, org restructuring — always a window of opportunity or churn risk.

🟢 PARTNERSHIPS

Ecosystem Signals

New partnerships, contract wins, acquisitions, and integrations that create vendor adjacencies.

Built for Account Managers

This isn't a news aggregator. It's a revenue intelligence system that thinks like a CRO.

🎯

Prioritized Daily Brief

Accounts ranked by revenue opportunity, not alphabetically. Know who to call first.

🧠

CRO-Level Analysis

Every signal includes business context, revenue sizing, and a specific seller action — not a headline summary.

📬

Delivered to Inbox

No dashboards to check. The brief lands in your inbox at 7 AM, every morning.

👁️

Day-Over-Day Delta

See what changed since yesterday. New signals highlighted so you don't miss a beat.

🔒

Private Companies Too

We handle low-visibility accounts with CRM-integrated signals when public data is thin.

📊

Portfolio-Wide View

See the big picture in seconds — which accounts are growing, which are at risk, which need attention.

Simple Pricing

Pay for the accounts you track. No surprises.

Starter

$99/mo

Up to 10 accounts

  • Daily automated scans
  • CRO-level briefing emails
  • 3 signal categories
  • Day-over-day delta
  • Email support
Start Free Trial

Enterprise

Custom

Unlimited accounts

  • Everything in Growth
  • Multi-user team access
  • API access
  • Custom integrations
  • SLAs & dedicated support
Contact Sales

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