PRE-TRADE. SELECTION.
Should we even be here?
Gut feel, habit, and last year's list. The single most important question gets almost no scrutiny at all.
Resources: near zero
Personalized event intelligence for financial services
Never Miss The Right Room.
Your proprietary event universe, ranked by relevance, built around your firm, and delivered like a feed.
20,000+
in-person events
3,000+
global sources
Day one
personalization
The Problem
Too many events. Too little signal.
Every year the calendar fills with thousands of conferences, summits, and forums. No team can read, rank, and reconcile them by hand, so the right rooms get lost in the noise. And while firms apply rigorous diligence before every investment, events get the opposite.
POST-TRADE. EXECUTION.
Speakers. Travel. Booths. Sponsorship.
Direct dollars, T&E, and leadership time. Enormous resources poured into executing events that were never rigorously chosen.
Resources: enormous
“Q: Why do we participate in that event?”
“A: We did it last year.”
If that answer drove your investment decisions, it would end careers. Yet firms spend millions on events every year with exactly this level of rigor. Event Intelligence AI replaces anecdote and inertia with data and discipline.
The product
“Netflix” for events.
Open the platform and instantly see which events matter: ranked, grouped, and personalized around how your firm actually decides.
DISCOVER
Ranked event feeds
Every event scored against your firm: asset classes, clients, competitors, territories, and priorities.
DECIDE
The rooms that matter
See where clients, prospects, and competitors gather before budgets and calendars are committed.
PRIORITIZE
Signal, not another list
A continuously refreshed event universe becomes a shortlist your team can actually act on.
The engine
Thousands of signals. One clear direction.
Live scoring model
Every signal. One clear score.
Relevance-scored
The same criteria applied across the full universe, so opportunities can be weighed side by side.
Personalized from day one
Competitors, offices, business profile, geography, and market focus shape every feed.
Sharper over time
Every selection, event attended, and piece of feedback tunes the model.
Event Alpha
Run your events portfolio like an investment portfolio.
The investment world is built on data, precision, and rigor. Event selection deserves the same discipline.
- Universe construction, not a fragmented, stale list
- Quantitative screening applied consistently
- Portfolio optimization across budget, travel, and leadership time
Event Alpha
Portfolio intelligence
Relevance•Budget•Geography•Leadership time•Relevance•Budget•Geography•Leadership time
Start with clarity
A custom event roadmap, built around your firm.
No systems to install. No sensitive client data. Just a scored, executive-ready shortlist for the rooms that matter.
Need it across more than one division? That is a conversation.
The Founding Fifty
Something new is coming.
Today, we build custom intelligence for firms. What comes next is built for individual revenue professionals. Your own access. Your own universe. Tuned to you.
Planning season is here, so use us to set the majors. Then stay in more of the right rooms, always. The calendar does not stop in September, and neither should you.
Fifty founding seats. Every application is reviewed personally. Not everyone gets in.
12 of 50 seats claimed
Founding members get:
- Your first 30 days on us.
- Founding pricing, locked in perpetuity.
- First access to every new feature, always.
- Referrals that can make it free.