Human + AI relationship research on the people who matter most to your practice. 100% primary-source verified, delivered within 24 hours, and engineered to be read in three minutes before your call.
25+ Briefs
Delivered within a live advisory engagement
3 Minutes
Reading time for executive brief
100% Live
Directly clickable primary sources
Zero Noise
Human-cleared against AI hallucinations
The Problem With Meeting Prep
A static LinkedIn bio tells you where someone worked in 2021. It doesn't tell you the board battle they are managing right now, the keynote they gave last Tuesday, or the podcast where they revealed their core frustration.
ChatGPT and generic LLMs confidently fabricate board seats, invert partnership roles, and invent achievements. Mentioning a fake credential in a high-stakes conversation destroys your executive credibility instantly.
Between client sessions, travel, and business development, you have 15 minutes in the taxi or lobby before your meeting. You need an unfair advantage, delivered cleanly to your inbox, ready to consume.
The Deliverable
Every dossier is organized into two distinct layers. Layer 1 provides immediate conversational traction. Layer 2 gives you full primary-source verification.
Managing Partner, Northbridge Capital Partners • Author, The Founder's Ceiling • Austin, TX / Las Vegas, NV
Reading time: ~2.7 mins
"Marcus Devereux" is a fictional persona. This sample exists purely to demonstrate the format, depth, and structure of our dossiers, not an actual research subject or client. On a real engagement, every fact and link below is generated by our AI pipeline, then checked and cleared by a human analyst before it ever reaches you, never sent unreviewed.
Growth-equity investor who scaled and exited a regional fitness-franchise rollup, now building Northbridge Capital Partners with a portfolio of minority-stake cash-flowing businesses ($3M-$100M), combining high-volume media leverage with obsessive unit economics and operational talent architecture.
Illustrative podcast appearance: "The Truth About Scaling to $100M"
1h 48m listen (Timestamp 42:15). Explains his framework for diagnosing executive burnout vs. incompetence in portfolio CEOs. Essential conversational opener for any leadership advisor. (Sample citation, illustrative only.)
Illustrative operating memo: The 4 Core Scaling Pillars
7-min read. Lays out the operational governance standards he requires of leadership teams before deploying growth capital. (Sample citation, illustrative only.)
• Allergic to Fluff: Severe skepticism toward theoretical consulting jargon, generic coaching exercises, or vanity metrics. Responds only to measurable KPIs, enterprise value, and clear operational leverage.
• Communication Preference: Highly asynchronous, low-friction, direct updates. Protects calendar ruthlessly.
• Talent Obsession: Highly engaged by discussions around assessing leadership stamina, executive compensation architecture, and hiring operators who think like owners.
The Workflow
Send an email or message with your contact’s name, their current company, and any specific angle or meeting context you want explored.
Our multi-engine pipeline scans Perplexity Sonar Pro, OpenAI, and live web archives. A human analyst verifies every link, filters hallucinations, and extracts key hooks.
Within 24–48 hours, receive Layer 1 directly in your email body for instant reading on your phone, plus a formatted document in your private Google Drive.
Transparent Engagement
Start with a single trial dossier or establish an ongoing intelligence desk for your practice.
Front-End Trial
Experience the depth of our executive brief on your next high-stakes discovery call or podcast guest.
On-Demand Capacity
Pre-paid intelligence credits on-demand for your upcoming pitches, C-suite onboarding, and key introductions.
Ongoing Retainer
Your private relationship intelligence desk. Never lose track of what your top 20 VIP relationships are doing.
AI language models generate plausible-sounding text, but they hallucinate facts, confuse different people with identical names, miss paywalled or gated podcast appearances, and provide dead links. Our desk uses frontier AI models for rapid broad discovery, but every claim is cross-referenced, checked against primary sources, and verified by an analyst before you receive it.
Just the person’s full name and current organization or title. If you have an upcoming meeting, sharing the context (e.g., "Exploring executive coaching for their leadership team" or "Interviewing them on my podcast") helps us surface the exact conversational angles most relevant to your goal.
Standard turnaround is 24 to 48 hours. If you have an urgent, short-notice C-suite meeting booked for the next morning, we offer an expedited 12-hour turnaround for an additional $50 rush fee.
For coaches managing relationships with dozens of board members, high-profile clients, and prospective sponsors, staying informed is impossible. We monitor your selected list of 15–20 key people weekly. Every Monday morning, you get a clean summary of only the notable events that happened in their world over the last 7 days—giving you authentic, timely reasons to reach out and stay top-of-mind.
Never Walk In Blind
Let our human + AI research desk prepare your next 3-minute executive brief. Test us on one conversation and feel the difference in the room.