The sponsor set the add-on target; you own the number.
You know the vertical better than any database vendor ever will, your budget signs off locally, and you cannot wait a quarter for the fund’s data stack to catch up.
This page is for the corp dev lead inside the portfolio company.
Portfolio-company BD is a different job than fund BD. You live inside one thesis, your board tracks pipeline by named target, and the clock runs quarterly.
The value-creation plan says four add-ons in three years. The person accountable is not an associate rotating off next summer — it is you, the VP of corp dev or the CEO wearing the hat.
You know that an integrator without UL 508A panel-shop capability is a different business, that service territories are drive-time radii, and that OEM authorizations decide whether revenue survives integration.
The sponsor’s database seats return lists your team spends evenings correcting. The vertical knowledge that should be your edge gets spent fixing other people’s taxonomy.
Every quarter without a signed LOI is a board slide. Every target researched for a week before finding the consolidator’s logo in the footer is unbudgeted capacity. You need sourcing that answers to your board.
You supply the operator’s thesis, we supply the coverage. The sharper your operating criteria, the better the screen performs — portco teams beat fund teams here because their thesis is simply better written.
100M+ classified domains across 700+ categories — not an index of companies already found, but the entire active web screened against your thesis exactly as your team writes it.
Triage separates live operators from directories and dead domains. Deep extraction reads 15 structured signals with verbatim quotes and source URLs on every claim.
Mandate Fit 70%, Outreach Suitability 20%, Transition Context 10%. Anything already group-owned is zeroed out — with the ownership language quoted.
When integration experience teaches you a new disqualifier, the ICP updates and the universe re-scores — included, not invoiced.
Your team verifies claims in thirty seconds instead of re-researching. Your board sees “47 scored independents out of 513” — auditable, not anecdotal.
A session with your deal lead and an operator or two. Territories, certifications, service mix, customer types, disqualifiers — the thesis as your integration playbook actually defines it. Same-day specimen first.
Full-web sweep of your categories: the complete independent universe, ranked and evidenced, plus the consolidation map — who else is buying in your space, documented from their own announcements.
Structured rows your team works top-down; monthly or quarterly deltas keep it live — ownership changes, new entrants, momentum shifts. Your verdicts feed back into scoring.
Universe size, worked percentage, pipeline coverage — denominators for the add-on slide that turn sourcing from anecdote into arithmetic.
We diff the universe against your existing CRM export, so the radar arrives as net-new plus corrections — the gap analysis formalizes this if you want the coverage number itself.
When the platform’s next move is a new territory or neighboring service line, the same engine maps it before the first LOI — a censused adjacency is a materially better board conversation.
The full fifteen-signal framework ships on every row; these five map to how a portco team actually qualifies.
Fit against your written thesis — including the operator-grade criteria databases flatten: install-versus-integrate distinctions, self-perform versus subcontract, the customer types your service model can absorb. Supporting sentences quoted per company, so a deal lead can sanity-check ranking without opening forty tabs.
Branch locations and stated service areas, owned locations distinguished from partner mentions — the raw material of tuck-in logic. Sort the universe against your density map and the targets that consolidate routes or open adjacent territory rank themselves.
The certifications that gate your integration math — UL 508A, ASME stamps, ISO/IEC 17025, EASA, NADCAP — captured as exact claim text. In most portco theses these are pass/fail, and a quoted claim beats a checkbox that someone else’s analyst ticked.
Contract, maintenance-program, and consumables language — recurring-offering evidence that determines whether an add-on brings the revenue quality your sponsor underwrote. Screening for it upstream means the pipeline skews toward targets whose QoE will not surprise anyone.
Named non-founder functions — operations, finance, service management — as a window into integration lift. A twenty-person shop with named ops and service roles integrates differently than one where every road leads to the owner; your hundred-day plan wants to know which it is walking into.
Concrete texture from our specimen runs in a vertical many platforms know. The material handling census surfaced 513 eligible independent US companies.
Including a conveyor-belt specialist (est. 1980, USDA/FDA-compliant) and a lifting services firm (“founded in the spring of 1979”). Roughly half carry explicit founder or family language.
A fifth or more of confirmed fits lack the obvious keywords — targets your competitors’ shared seats cannot surface. In a consolidating vertical, that is proprietary pipeline.
Each “already group-owned” entry, quoted from the acquirer’s own announcement, is a data point on who is assembling against you and how fast.
A universe of 513 independents supports a very different multi-year plan than one of 109 — and both are better discovered in month one than assumed until the pipeline thins in year three. More than one platform has redrawn its adjacency sequencing after seeing the counts.
Three phases, each building on the last. By quarter-end the question is no longer whether the universe works — it is which adjacency to census next.
Deliberately, this does not price like enterprise software. No fund approval, no procurement committee, no annual commitment.
Inside most portco signing authorities. Validates the method on your thesis before committing.
The standard platform engagement: your complete vertical, evidenced and ranked.
Keeps the radar live across the hold. ICP re-runs included — integration lessons change the screen, not the invoice.
The full universe costs roughly what one broker-introduced target’s research cycle costs in loaded team hours. Unlike the sponsor’s shared stack, this one answers to your thesis and calendar. If the fund later wants the same engine across platforms, see the fund version. Public pricing →
Works best when your vertical is web-visible B2B and your team can state its thesis in operational language. Works fastest when someone owns the pipeline.
One email, same day: every company scored and ranked from your world, full signal transcripts, exclusions quoted. Then decide what your quarter needs.
Request the specimen report