Live · EDGAR
FORM 4$25.1MSALESNOWFORM 4$9.6MSALETEMFORM 4$55.6MSALEAMATFORM D$40.0MRAISEFORM 4$13.1MSALEWDAYFORM 4$35.8MSALEOSCRS-1IPOFILEFORM 4$7.5MSALEVICRFORM 4$25.1MSALESNOWFORM 4$9.6MSALETEMFORM 4$55.6MSALEAMATFORM D$40.0MRAISEFORM 4$13.1MSALEWDAYFORM 4$35.8MSALEOSCRS-1IPOFILEFORM 4$7.5MSALEVICR
Verified · exclusive · every business morning

Reach investors the moment their wealth becomes liquid.

Every business morning, Catalyst hands you a short list of accredited prospects who recently came into capital: a major property sale, a business exit, an insider stock sale. Each one scored for your market, with a direct phone or personal email verified to belong to them, and assigned to you alone.

500+
Records screened per 10 leads
10/day
Verified leads per seat
100%
Exclusive to you
Verified
Direct phone or email
The pipeline

From a regulatory filing to a callable lead.

Every business day, public companies disclose insider transactions to the SEC. Catalyst reads those filings the moment they post and turns the signal into a person you can call.

01 · DETECT
Catch the event
We track liquidity events as they happen: sales, exits, and transactions that put capital in motion.
02 · SCORE
Rank the signal
Each person is scored on event size, reachability, and fit with your market, so the best prospects surface first.
03 · VERIFY
Confirm the person
We resolve each prospect to a direct phone and personal email, then confirm the contact belongs to that individual. Mismatches are dropped, not delivered.
04 · DELIVER
Assign to you
Leads drop into your worklist, exclusive to your seat. No other advisor sees them.
What you get

Real people, real liquidity events.

A sample of the worklist. Every lead is a verified individual with a recent, documented liquidity event, scored and ready to contact.

TierLeadLiquidity eventScore
VERIFIED
Property seller
Cornelius, NC · residential
Sold $7.3M in stock
66
VERIFIED
Property seller
Charlotte, NC · residential
Sold $4.87M in stock
62
VERIFIED
Property seller
Greenville, SC · residential
Sold $4.25M in stock
57
VERIFIED
Corporate insider
Nasdaq software · NC
Sold $4.2M in stock
76
Names redacted in this preview · full detail unlocked in your worklist
Why it works

Not a list. A live signal.

Verified contact, or we don't send it
Skip-traced data is full of the wrong person: a previous owner, a spouse, a company at the same address. We check the contact against the name on the record. If it doesn't match, the lead doesn't ship.
Timed to the money
You reach people in the weeks after a liquidity event, when cash is sitting uninvested and the need for an advisor is real, not hypothetical.
Exclusive by design
Every lead is assigned to one advisor and locked at the database level. When a lead is yours, no other Catalyst user can see it. Enforced, not promised.
Fresh every morning
The pipeline runs every business day. Your worklist refills automatically: a steady drip of new prospects, not a one-time dump.
How a seat works

One seat. One advisor.

One seatone advisor

Everything in Catalyst, per advisor. Leads are exclusive to your seat and never shared with another advisor. Month to month, cancel anytime.

  • 10 fresh exclusive leads every business day
  • Verified direct phone or personal email on every lead
  • Full worklist: scoring, notes, call tracking, CSV export
  • Leads locked to you at the database level

See your first leads today.

Log in to your worklist and start calling.

Log in to Catalyst