DossierIQ · Intelligence Active
— 12 Active Dossiers
Capital markets intelligence

There's a deal
moving.
You're not
in the room.

A capital markets institution is actively evaluating a purchase in your space. We identified it from public sources. We assembled the evidence. We're bringing it to you — unsolicited, at no cost — and you pay $2,500 only after you confirm the opportunity is real.

Contact DossierIQ →

No subscription · No platform · No upfront cost · $2,500 only when confirmed real

DIQ-2026-0041 · Active File
92%
Active evaluation IBOR replacement North America 9 days old
Large asset manager — IBOR replacement and investment book modernisation
Firm
masked
Firm type
Large asset manager
AUM range
> $30B
Contact
masked
Title
Head of Investment Operations
Window
Est. 6–12 months
Convergent evidence · 4 independent sources
Conference remarks: COO cited intraday IBOR limitation as top operational risk
2 senior investment ops roles posted within 60-day window
Trade press: firm named in IBOR modernisation feature
New COO appointed — technology evaluation mandate signalled
Firm name unlocks on reply · $2,500 if confirmed real
Conferences monitored
◆ InvestOps USA ◆ InvestOps Europe ◆ SIFMA Operations Conference ◆ Sibos ◆ Money20/20 USA ◆ Money20/20 Europe ◆ ICI Investment Management Conference ◆ ICI ETF Conference ◆ ICI Tax & Accounting Conference ◆ ICI Compliance, Risk & Legal Conference ◆ ALFI Global Asset Management Conference ◆ FT Future of Asset Management North America ◆ FundForum International ◆ TSAM London ◆ TSAM New York ◆ TradeTech Europe ◆ Fixed Income Leaders Summit Europe ◆ Fixed Income Leaders Summit USA ◆ WatersTechnology North American Financial Information Summit ◆ Buy-Side Technology Awards ◆ InvestOps USA ◆ InvestOps Europe ◆ SIFMA Operations Conference ◆ Sibos ◆ Money20/20 USA ◆ Money20/20 Europe ◆ ICI Investment Management Conference ◆ ICI ETF Conference ◆ ICI Tax & Accounting Conference ◆ ICI Compliance, Risk & Legal Conference ◆ ALFI Global Asset Management Conference ◆ FT Future of Asset Management North America ◆ FundForum International ◆ TSAM London ◆ TSAM New York ◆ TradeTech Europe ◆ Fixed Income Leaders Summit Europe ◆ Fixed Income Leaders Summit USA ◆ WatersTechnology North American Financial Information Summit ◆ Buy-Side Technology Awards
§ 01How it works

Intelligence delivered.
No action required
on your part.

You don't register. You don't fill out a form. A dossier arrives in your inbox when we identify an opportunity in your space. That's the entire process on your end.

01
We identify the opportunity before it's visible
We monitor publicly available capital markets activity — conferences, filings, job postings, trade press, executive moves, and more. Our AI identifies when multiple independent signals converge around the same institution and the same problem. When convergence crosses our confidence threshold, we act.
02
We assemble a complete intelligence file
Not a score. Not a keyword match. A structured dossier with three things: the firm name, the specific contact you should call, and a clear description of what they are looking to do. Everything you need to pick up the phone.
03
It arrives in your inbox. Firm name masked.
We already know which vendors serve which categories. The dossier goes to you directly — unsolicited. The firm name is withheld. You review the evidence and decide if it looks relevant. If it does, you reply. The complete file unlocks immediately.
04
You make the call. Pay only if it holds up.
You contact the institution. If they confirm there's an active project and it fits your business, you pay $2,500. If the opportunity doesn't hold up — wrong fit, no active project, wrong timing — you owe nothing. No invoice. No dispute.
§ 02What arrives

Not a lead.
A complete
intelligence file.

Every dossier is structured, sourced, and concluded. Not a data point. Not a probability score. A file — with evidence and a recommended action.

Dossier contents · standard file structure Delivered on reply · firm name masked until unlock
FIELD 01
The firm
The institution's name and website. Masked in the initial delivery. Unlocks immediately when you reply to the email.
FIELD 02
The contact
The specific person at the firm you should call — name and title. The decision-maker or influencer identified from the evidence.
FIELD 03
What they're looking to do
A clear description of the project, evaluation, or technology decision underway at the firm right now. Enough to walk into the conversation informed.
§ 03The intelligence method

Public information.
Private insight.

The signals that make a DossierIQ file are hiding in plain sight. We use AI to do at scale what no human team could do manually.

◎
Conferences and public transcripts
We monitor capital markets conferences and publicly available transcripts. When a COO mentions a specific technology gap in a session, that's a signal. When an operations head describes a manual process that's becoming untenable, that's a signal. These remarks are public. They're just not being systematically captured.
◈
Job postings and role descriptions
A firm posting two senior investment operations roles in sixty days is not a coincidence. The language inside those postings tells you even more — the technology they're replacing, the processes they're rebuilding, and the problems they're trying to solve. Job postings are forward-looking intelligence that most vendors ignore entirely.
◉
Executive moves and filings
A new CTO or COO is frequently a technology evaluation mandate in disguise. C-suite arrivals almost always conduct a vendor assessment within their first year. Earnings transcripts, regulatory filings, and annual reports contain explicit statements about operational priorities and technology gaps that signal what's coming next.
◇
Trade press and public activity
Trade publications, public procurement notices, and vendor ecosystem activity all carry forward-looking information about institutional technology decisions. Individually, each source tells a partial story. Together, when they converge, they tell you something is real.
◑
Funding and strategic announcements
New capital, strategic partnerships, and public announcements about growth or transformation all create technology evaluation cycles. Firms that have just raised, merged, or expanded are almost always in the market for infrastructure upgrades within 12 to 18 months.
◐
AI convergence scoring
A single signal is noise. We require multiple independent sources to converge around the same institution, the same buyer function, and the same problem before a dossier is assembled. Our algorithm only clears the threshold at 90% confidence or above. Everything below that is suppressed.
◆
One data point creates interest. Multiple aligned data points create conviction. DossierIQ only delivers files that have cleared our convergence threshold — where the institution, the buyer function, the business problem, and the timing all point in the same direction across independent sources.
§ 04Payment model

You take
zero risk.

Every other intelligence product asks you to pay first and discover value later. DossierIQ works the other way around entirely.

Step 01 — Free
Receive the masked dossier
A dossier arrives in your inbox — unsolicited. Firm name masked. You see the firm type, region, AUM range, project category, buying stage, and evidence summary. Enough to decide. No cost. No commitment.
Step 02 — Free
Reply to unlock the full file
Reply to the email. The complete dossier — firm name, website, estimated AUM, full evidence, buyer context, and outreach angle — arrives immediately. Still free. Still no obligation.
Step 03 — Only cost
Pay only when it's confirmed real
$2,500
After you confirm · not before
You contact the institution. If they confirm an active project that fits your business — you pay. If it doesn't hold up, you owe nothing. No invoice. No dispute. No friction.

You pay for a confirmed active opportunity — not a data point, a score, or platform access. If the institution tells you there's no project, or the fit isn't there, the cost is zero. We take the risk that the intelligence is real. You take the risk that you can win the deal. That's the correct division of labour.

§ 05How DossierIQ compares

Not a subscription.
Not a platform.
Not intent data.

Most intelligence products ask you to pay first, mine a dashboard, and hope something converts. DossierIQ arrives at your door with the work already done.

Intent data platforms
ZoomInfo · Bombora · 6sense · Apollo
DossierIQ
Upfront cost
Annual subscription. $20K–$100K+ before a single qualified opportunity is confirmed.
Nothing. The dossier is free. The full file unlocks free. You pay $2,500 only after confirming the opportunity is real.
Signal type
Anonymous behavioral intent. Keyword scores. Broad category interest. High noise-to-signal ratio.
Named institution. Specific project. Multiple independent public sources converging around the same problem at the same moment.
Coverage
Cross-industry. Capital markets is a thin slice of a generic feed built for SaaS and e-commerce.
Capital markets only. Asset managers, custodians, hedge funds, pension funds, investment banks. No generic noise.
What you do
Log into a dashboard. Filter thousands of records. Assign to SDRs. Hope something converts.
Read a file. Make one call. Pay if it holds up.
Who takes the risk
You. Regardless of whether any opportunity converts, the subscription renews.
DossierIQ. You pay nothing if the opportunity isn't real.
§ 06Questions

Questions we expect
from serious buyers.

Q.01 Do I need to register or sign up for anything?+
No. There is no registration, no form, no subscription, and no platform to access. A dossier arrives in your inbox when we identify an opportunity in your space. The entire process on your end begins with reading an email.
Q.02 How do you know who to send it to?+
We know the capital markets fintech vendor landscape. We know which vendors serve which categories. When a reconciliation opportunity surfaces, it goes to reconciliation vendors. We match the dossier to the right recipients before sending anything.
Q.03 What do I actually pay, and when?+
$2,500 — but only after you've contacted the institution and confirmed there is a real active project that fits your business. You pay nothing to receive the dossier, nothing to unlock the full file, and nothing if the opportunity doesn't hold up when you make the call.
Q.04 What if the opportunity isn't real when I call?+
You owe nothing. No invoice, no dispute, no process to navigate. If the institution tells you there's no active project, or the fit isn't there, the cost to you is zero. We take that risk.
Q.05 Where does the intelligence come from?+
Public sources only — conferences and publicly available transcripts, job postings and role descriptions, earnings calls, regulatory filings, trade press, executive moves, funding announcements, and other publicly observable activity.
Q.06 How confident are you in the signals?+
We only send a dossier when our algorithm reaches 90% confidence or above. That requires multiple independent sources to converge around the same institution, buyer function, problem, and timeframe. Single data points are suppressed regardless of how interesting they appear in isolation.
Q.07 What categories do you cover?+
Reconciliation, OMS, IBOR, reference data, corporate actions, collateral management, fund administration, regulatory reporting, trade surveillance, data and analytics, risk, and tokenisation infrastructure. Capital markets only — no generic fintech noise from unrelated sectors.
§ 07Revenue ROI

How many signals do you
need to win?

Use your own numbers. See how quickly one closed opportunity pays for the entire test.

One well-timed enterprise deal can pay for every signal you ever buy.

Annual contract value (ACV)
$
Contract term (years)
yrs
Signals pursued
signals
Cost per signal (fixed)
$
2,500
Expected win rate
%
Total signal spend
$25,000
Expected wins
1.0
Expected TCV
$300,000
Revenue return
12.0×
Revenue ROI
1,100%
Break-even win rate
0.83%
At these assumptions, winning 1 out of 10 signals produces a 12× revenue return. You need to win less than 1 out of 100 signals to break even.

This calculator is illustrative. It shows revenue ROI, not gross-profit ROI. It does not guarantee meetings, pipeline, or closed revenue.

§ 07Get your first dossier

The deal is already
in motion.
You're not in it yet.

We found it. We assembled the evidence. We'll bring it to you. You pay $2,500 only after you confirm the opportunity is real.

Contact DossierIQ →

No subscription · No platform · No upfront cost · $2,500 only when confirmed real