Post-exit founders, PE recapitalizations, and venture closes surface the day they're confirmed — with AUM estimates, planning complexity scores, and outreach already drafted.
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PrimeVantage users reach UHNW prospects an average of 11 days before a competing advisor makes contact.
By the time a founder's exit is public, five advisors have already called.
You can't find the liquidity event — you hear about it secondhand.
Your outreach arrives after the assets are placed.
PrimeVantage surfaces the signal before it becomes news.
PrimeVantage monitors SEC filings, M&A databases, PE transaction records, and venture funding wires in real time. Each event is cross-referenced across multiple independent sources before it reaches your queue — no false positives, no stale news.
Every prospect arrives with a full career narrative, liquidity event timeline, investable asset estimate, advisor vacancy signal, known investment interests, and a planning complexity score to help you prioritize the highest-value conversations.
Post-exit founders make major financial decisions in a narrow window. PrimeVantage's urgency score tracks days since the event, known advisor outreach activity, and complexity factors to tell you exactly when the opportunity is highest.
A LinkedIn DM and cold email written for this specific founder, referencing the actual exit, acknowledging the new venture, and framing the conversation as a peer-level discussion. The message reads like it came from someone who did their homework — because it did.
I called a founder three days after his exit closed. He told me I was the first advisor who actually knew what happened — not a vague congratulations, but a specific reference to the transaction. That's what PrimeVantage gives you.
The complexity score is the part I wasn't expecting to matter this much. It tells me immediately whether this is a one-conversation close or a 6-month relationship build. That changes how I prioritize my week entirely.
I've added $47M in new AUM in the last two quarters from founders I would never have found through traditional prospecting. Every one of them said they felt like I understood their situation before we even met.