Liquidity
Business sales, private-equity exits, IPOs, founder secondaries, share sales, asset disposals, and other events that may create or release wealth.
Material Change, Resolved to the Right People
Turn Wealth Events Into Timely Intelligence
Wealth Signals surfaces material developments that can create opportunity, change capacity, or require renewed diligence. Move beyond raw news to understand the event, the people involved, and why it may matter now.
Timing Changes the Value of Intelligence
A profile may show that an individual is wealthy. A signal can show that something important has just changed.
A founder may have sold a company. An executive may have received or sold a significant equity position. An investor may have completed an exit. A family may have made a major gift. A company or related party may be facing new litigation or regulatory scrutiny.
Diligencify identifies material developments, resolves them to relevant people and organizations, and connects them to a wider intelligence picture.
Five Signal Categories
People moves
Appointments, departures, board changes, promotions, and other professional events that can alter influence, access, or financial context.
Investments
New investments, ownership changes, acquisitions, and other activity that reveals capital deployment or changing business interests.
Philanthropy
Major gifts, foundation activity, board appointments, and new cause involvement that may indicate capacity, affinity, or evolving priorities.
Risk
Litigation, bankruptcy, regulatory action, adverse media, political exposure, and other developments that may change the diligence picture.
From Event Detection to Usable Context
Every signal should answer four questions:
Step 1
What happened?
The event is identified and described in material terms rather than as a headline.
Step 2
Who is connected to the event?
People and organizations are resolved to the correct subject.
Step 3
What credible source supports it?
Supporting evidence stays attached to the signal for review.
Step 4
Why could it matter to this workflow?
Relevance is expressed against the team's decision, not as generic news.
Diligencify is designed to filter noise, resolve the subject, link the event to existing profiles, and enable deeper research when the initial signal is not enough.
Built for Action, Not Attention
Wealth Signals can help:
- Wealth teams prioritize prospects following liquidity events.
- Development teams notice major gifts, foundation activity, and changing interests.
- Relationship teams identify new network paths or professional changes.
- Compliance teams reassess saved subjects after a material risk event.
- Advisory firms enrich their own client intelligence and deliverables.
Signals can be accessed within the platform or incorporated into enterprise workflows, subject to the selected configuration.
Frequently asked questions
Are Wealth Signals the same as financial news alerts?+
No. The product focuses on material events, entity resolution, source evidence, and the connection between the event and the relevant person or organization.
Does every liquidity event create a qualified prospect?+
No. A signal is a reason to investigate, not an automatic qualification. Teams should evaluate wealth received, timing, geography, relevance, relationships, and their own qualification criteria.
Can signals update existing profiles?+
Yes. Relevant events can be matched to saved or existing profiles and incorporated into the continuing intelligence picture.
Related pages
Know What Changed and Why It Matters
Explore how Wealth Signals can support more timely prospecting, diligence, and monitoring.
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