Prospect Intelligence
Start every client relationship knowing their story.
Your advisors walk in already knowing who the prospect is, what they're worth, and what to open with. Win them, and onboarding starts with the research already done.
Try it free on one prospect. No integration, nothing to deploy.
A sample briefing
app.nextvestment.com/app/intelligence/discovery
Building dossier
Assembling the public record
Two moments decide the relationship.
First, in the meeting
Your highest-value prospect gets a generic hello.
You walk in not knowing who they really are, what they are worth, or what they care about. So the conversation that should have won them starts from nothing.
Then, in the weeks after
You win them, and the money sits.
Onboarding grinds through source-of-wealth and adverse-media research while the assets stay uninvested. A won prospect, lost to weeks of friction.
How it works
Name, in. Briefing, out.
Your advisors run it themselves, in the app. They enter a prospect and the dossier generates on demand.
A sample search
app.nextvestment.com/app/intelligence
New discovery search
A name is enough to start. A company or country sharpens the match.
Client name
Type
Known company
app.nextvestment.com/app/intelligence/discovery
Awaiting search
01
Your advisor enters a name
They type a prospect into the app. A name is enough; a company or country sharpens the match.
02
The app assembles the record
It pulls together every public mention and resolves them to one person, with the source behind each fact.
03
It screens and scores
The briefing is checked against sanctions, PEP, and adverse media, and scored on the public evidence of wealth.
04
The briefing opens
A dossier your advisor reads in two minutes and walks into the meeting with.
Public sources only. It never touches your client data, so there is nothing to integrate and nothing to review.
Every prospect your team runs, in one workspace.
Each advisor works their own list, on demand. Identity, opportunity, and risk sit side by side, so the desk can see where to focus next.
A sample workspace
app.nextvestment.com/app/intelligence
Public wealth and KYC discovery
Client Discovery
2
Completed
1
In progress
1
High opportunity
1
Risk review
Robert Harrington
completedFounder, former CEO. USD 180M exit, March 2026.
Identity
Strong match, 85%
Opportunity
High, 8/10
Adverse
Review
Eleanor Vance
completedSecond-generation principal of a family textiles group.
Identity
Strong match, 79%
Opportunity
Moderate, 6/10
Adverse
Clear
Marcus Tan
runningResolving identity across three candidates.
Identity
Building
Opportunity
Pending
Adverse
Pending
Inside the dossier
Everything you would want to know, before you say hello.
Who they are, whether the meeting is worth it, and what to open with. Every finding is cited to the public source it came from.
A sample dossier
app.nextvestment.com/app/intelligence/discovery
Robert Harrington
completedLast updated 2 days ago
Estimated external wealth
USD 120M-250M
Identity match
Strong match, 85%
Opportunity
High, 8/10
Adverse risk
Review
Executive briefing
Founder and former CEO of Harrington Industrial Solutions, acquired in March 2026 for approximately USD 180M. Actively transitioning from operator to investor; no established institutional wealth relationship.
Affiliations & relationships
Harrington Industrial Solutions
Founder, former CEOhigh confidenceBuilt and exited via trade sale, March 2026.12
Meadowline Capital
Investormedium confidenceEarly-stage angel positions named in public filings.4
Liquidity and wealth signals
USD 180M sale of Harrington Industrial Solutions
high confidenceTrade sale completed March 2026.1
Commercial property holdings
medium confidenceTwo reported acquisitions between 2023 and 2025.3
Conversation themes
The USD 180M exit (March 2026) creates a near-term liquidity event, a fit for portfolio construction and fixed-income allocation of the proceeds.
The move from operator to investor points to a first discretionary mandate and concentration-risk management as the proceeds redeploy.
No standing family-office structure on record, an opening for fiduciary, trust, and holding-company advisory as the wealth formalises.
Adverse news
One unresolved litigation reference tied to the 2026 acquisition. Review before engagement.
Civil litigation referenced around the 2026 acquisition.5
Compliance guardrails
- Confirm the status of the referenced litigation before engagement.
- Verify source of wealth through formal onboarding; the estimate is public-record only.
Research coverage
14 searches completed
23 public sources found
Data gaps: Date of birth, Formal source of wealth, Internal bank data.
Sources (5)
- 1Harrington Industrial Solutions agrees USD 180M sale · businesstimes.com
- 2Robert Harrington steps down as chief executive · company press release
- 3Commercial property register filing · land-registry.gov
- 4Angel investor disclosure · sec.gov
- 5Court records reference, 2026 · public court record
Time to revenue
Win over the client and onboard them in days.
The slowest part of onboarding is the research: source of wealth, adverse media, enhanced due diligence. The dossier has already done that work, from public sources, before the prospect was ever a client.
So when they convert, your team isn't starting that research from scratch. It's already done.
It is a head start on onboarding, not a replacement for it. Formal, verified KYC still happens. The research that slows it down does not have to.
See what slow onboarding costs youEvery briefing comes pre-screened.
Every briefing is screened as it is built, so risk surfaces before the meeting, not after you have committed. The checks run against public reporting, with the source behind each finding and a guardrail where identity or evidence is thin.
Sanctions
Surfaced from public reporting on listed and restricted parties.
PEP
Politically exposed persons and their close associations, flagged for review.
Adverse media
Fraud, financial crime, litigation, and regulatory action across the public record.
FAQ
Questions, answered.
Where does the data come from?
Public sources only. It assembles the public record on a prospect and never touches your client data, so there is nothing to integrate and nothing to review.
What is in a briefing?
Identity resolution with a confidence read, business affiliations, an estimated external wealth range and the signals behind it, an opportunity score, conversation themes, and sanctions, PEP, and adverse-media screening, each grounded in a cited public source.
Does it replace KYC or onboarding?
No. It accelerates the research-heavy part of onboarding; formal, verified KYC still happens. It is a head start, not a replacement.
How does an advisor use it?
They enter a prospect in the app and the dossier generates on demand, in minutes. A name is enough; a company or country sharpens the match.
Can we try it before deploying?
Yes. Send us one name and we will show you the briefing your advisors would walk in with, with no integration and nothing to deploy.
Is the screening a compliance product?
It surfaces sanctions, PEP, and adverse-media signals from public reporting so risk is visible before the meeting. It is not a replacement for your compliance team or your formal screening of record.
Part of the Nextvestment platform. Recognised by
Start with one prospect.
Send us a name and see the briefing your advisors would walk in with. No integration, no client data, nothing to install.