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Money in Motion Report

150 Curated, newly-liquid, high-net-worth prospects each week

CEOs and Founders of all private companies sold for >$10MM weekly in the U.S.

>> The report includes >>

Date of the event 

$ value of the event 

Name of the liquidity recipient 




Work Phone

Cell Phone

Work email

Personal email

LinkedIn Profile

This is an excellent way to bypass gatekeepers, get in direct contact with hard-to-reach prospects 

Custom High-Net-Worth Data Sets

 Tell us what type of clients you currently have or desire, and we will create custom data sets of prospects with similar characteristics by state 


Examples of Custom Data Sets:

Tiger 21 Members, YPO Members, Vistage Members, Managing Directors of top Investment Banks, Partners of top Law Firms, Partners of top Hedge Funds, and Partners of top Private Equity Firms 


Custom Data Sets include name, company, title, schooling, work phone, cell phone, work email, personal email, and LinkedIn Profile 

Double opted-in Prospect Meeting Set Weekly + Advisory Services

Our Partners first optimize your LinkedIn Profile which leads to a > 10% acceptance rate from high-net-worth prospects in the Money in Motion Report and Custom High-Net-Worth Data Sets

Using our proprietary AI combined with data from #1 and #2, our Partners then work with you to create an efficient, scalable, and repeatable system to convert prospects from the Money in Motion Report and from Custom High-Net-Worth Data Sets into “double opted-in” prospect calls each week


(double opted-in means the prospect agrees to connect to you on LinkedIn AND agrees to conditions of qualifying call before the meeting is set)

Our Partners advise you on an as-needed basis: for discussions < 15 minutes, you can call our Partners directly; for discussions > 15 minutes, you send a calendar invite

Curated Dinners

Exclusive dinner in private dining room with 8 to 15 qualified prospects


One topic (chosen by the client) is discussed the entire night


Our CEO serves as a facilitator, everyone at dinner speaks in turn, and when one speaks, everyone else listens (no side conversations)

Strategic Introductions to High-Net-Worth Individuals + Referral Sources

All intros are made via e-intro by our CEO, and Partners

Each intro is to a high-net-worth individual or

high-net-worth referral source


Empowering High Net Worth Leaders

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