DossierIQ · Intelligence Active
— 12 Active Dossiers
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
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 and lawfully accessible sources, assembled the evidence, and built a structured intelligence file. It arrives in your inbox at no cost. You pay $2,500 only after your team confirms 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
Confirm acceptance to unlock · $2,500 if confirmed real
§ 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 becomes obvious
AI-assisted market monitoring across publicly available and lawfully accessible capital markets sources — conferences, filings, job postings, trade press, executive moves, and more. Every dossier is released only after multiple independent public signals point to the same institution, buyer function, business problem, and timing. When that convergence crosses our internal threshold, we act.
02
We assemble an analyst-grade intelligence file
Not a score. Not a keyword match. A structured dossier with 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, sourced and reasoned, not scraped and ranked.
03
It arrives in your inbox. Firm name masked.
We know which vendors serve which categories. When we identify a relevant opportunity, a masked dossier is sent directly to you. The firm name is withheld. You review the evidence and decide if it looks relevant. If it does, reply to confirm acceptance and unlock the full file. No payment is due at this stage.
04
You make the call. Pay only if it holds up.
You contact the institution. If your team confirms there is an active project materially aligned with the dossier, and you were not already in an active sales process for that specific opportunity before receiving it, the $2,500 dossier fee applies. The fee is not tied to winning the deal, receiving an RFP, or reaching proof of concept. If the opportunity does not hold up, nothing is owed.
§ 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 acceptance · firm name masked until unlock
FIELD 01
The firm
The institution's name and website. Masked in the initial delivery. Unlocks immediately when you confirm acceptance of the dossier model.
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 sources.
Assembled insight.

The signals that make a DossierIQ file are in plain sight. AI-assisted monitoring lets us cover the capital markets ecosystem at a scale no human team could match. What gets delivered is analyst-grade: sourced, structured, and concluded.

◎
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 are replacing, the processes they are rebuilding, and the problems they are 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.
◐
Signal convergence scoring
A single signal is noise. Every dossier is released only after multiple independent public signals point to the same institution, buyer function, business problem, and timing. Our confidence score reflects that convergence. Dossiers that do not clear the internal threshold are suppressed, regardless of how compelling any single data point appears.
◆
A single signal is noise. Convergence is what matters. Our confidence score reflects multiple independent public signals converging around the same institution, buyer function, business problem, and timing. We only release dossiers that clear our internal confidence threshold. Everything below it is suppressed, regardless of how interesting any single data point appears in isolation.
§ 04Payment model

No upfront cost.
No payment unless
the opportunity is confirmed.

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 masked dossier arrives when we identify an opportunity relevant to your business. Firm name withheld. 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
Confirm acceptance. Unlock the full file.
Reply to confirm acceptance and unlock the full file. The complete dossier — firm name, website, estimated AUM, full evidence, buyer context, and outreach angle — is released immediately. No payment is due at this stage. Confirming acceptance means you agree that the $2,500 dossier fee applies if your team later confirms the opportunity is real.
Step 03 — Only cost
Pay only when it's confirmed real
$2,500
After you confirm · not before
You contact the institution. If your team confirms the firm is actively evaluating, assessing, or selecting a solution materially aligned with the dossier, and you were not already in an active sales process for that specific opportunity before receiving it, the $2,500 dossier fee applies. The fee is not tied to winning the deal, receiving an RFP, or reaching proof of concept. If the opportunity does not hold up, nothing is owed.

$2,500 for a confirmed active opportunity. Not for a data point, a score, or platform access. The dossier fee is one-time and flat. It is not a success fee, referral fee, commission, or revenue share. DossierIQ has no claim on future revenue from the opportunity. We take the risk that the intelligence is accurate. Your team decides whether to pursue it. No payment unless the opportunity is confirmed real.

§ 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. We monitor the market, not your account list.

Intent data platforms
ZoomInfo · Bombora · 6sense · Apollo
DossierIQ
Upfront cost
Annual subscription. $20K–$100K+ before a single qualified opportunity is confirmed.
Nothing. The masked dossier is free. Confirm acceptance to unlock the full file at no cost. You pay $2,500 only after your team confirms 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.
§ 06What DossierIQ is

Not a platform.
Not a subscription.
Not another dashboard.

DossierIQ is intentionally focused. You do not need another dashboard. You need to know where live opportunities are forming.

Outside our scope
  • Intent-data dashboards
  • Lead lists or contact databases
  • Outsourced SDR services
  • Broker or referral arrangements
  • Custom research engagements
  • Named-account monitoring programs
  • Subscription platforms
  • Success fees or revenue-share arrangements
What DossierIQ is

A market intelligence desk that identifies evidence-backed, time-sensitive commercial opportunities across the capital markets technology ecosystem and brings them to relevant vendors before they become obvious to everyone.

  • › No subscription. No platform. No upfront cost.
  • › No demo. No implementation.
  • › Accept or decline each dossier independently.
  • › Pay only when the opportunity is confirmed real.
  • › We monitor the market, not your account list.
§ 07Questions

Questions we expect
from serious buyers.

Q.01 How do you find these opportunities?+
We monitor publicly available and lawfully accessible sources across the capital markets ecosystem, including conference transcripts, webinars, panel discussions, job postings, C-suite announcements, earnings calls, regulatory filings, and trade press. Our system identifies when multiple independent signals converge around the same institution, buyer function, business problem, and timing. That convergence is what produces a dossier.
Q.02 Are the sources public?+
Yes. All intelligence is derived from public or lawfully accessible sources. DossierIQ does not use material non-public information, confidential data, or any source that requires unauthorized access.
Q.03 Do you disclose your methodology?+
We describe the categories of sources we monitor. We do not disclose proprietary sourcing methods, signal weighting logic, or algorithmic details. The dossier itself shows you the evidence: sources are visible, reasoning is explained, and convergence is documented.
Q.04 Who else receives the dossier?+
Dossiers may be shared with more than one commercially relevant vendor. We do not provide exclusivity or disclose the full distribution list, because the model is built on market intelligence, not private placement. Distribution is determined by category fit. DossierIQ does not offer first-look rights or paid priority access.
Q.05 Do you offer exclusivity?+
No. DossierIQ does not offer exclusivity. Our model is designed around broad market intelligence, not exclusive placement. Each recipient can choose whether to accept or decline a dossier under the same confirmation process.
Q.06 Can we pay for first look?+
No. We do not offer first-look rights. Distribution is based on relevance to the opportunity, not paid priority. That keeps the model simple and avoids special access arrangements.
Q.07 Can you monitor our target account list?+
Not currently. DossierIQ monitors the broader capital markets ecosystem rather than customer-provided account lists. When we identify an active opportunity that appears relevant to your business, we bring it to you. You can accept or decline each dossier independently.
Q.08 What if we already know the company?+
Knowing the company is different from knowing the active opportunity. Many vendors already track the same institutions in their CRM. The relevant question is whether your team was already in an active sales process for the specific opportunity described in the dossier before receiving it. If you were, no fee applies. If the dossier surfaces a specific active opportunity your team was not already pursuing, the $2,500 dossier fee applies if your team validates it.
Q.09 What if we are already in an active sales process?+
If your team was already in an active sales process for the specific opportunity described in the dossier before receiving it, no fee applies. That carve-out is built into how the model works. We are not looking to charge for opportunities your team had already identified and was actively pursuing.
Q.10 What if the opportunity is not real?+
No payment is due. If your team contacts the institution and determines there is no active project materially aligned with the dossier, the cost to you is zero. We take the risk that the intelligence is accurate. You only pay when the opportunity is confirmed.
Q.11 What if we confirm the opportunity but do not win the deal?+
Yes. The dossier fee applies once your team confirms that the opportunity is real, regardless of whether you ultimately win the deal. DossierIQ's role is to identify and deliver an accurate, time-sensitive commercial opportunity. Your team controls the sales process from there. DossierIQ has no claim on future revenue from the opportunity.
Q.12 What is the fee?+
$2,500 per confirmed opportunity. A one-time dossier fee, flat and fixed regardless of deal size, contract value, or outcome. The fee applicable to each dossier is stated clearly when the dossier is delivered.
Q.13 Is this a referral fee or success fee?+
No. The $2,500 is a one-time dossier fee, not a success fee, commission, referral fee, revenue share, or percentage of deal value. DossierIQ is not a broker or referral agent. We do not take a share of any revenue generated from the opportunity.
Q.14 Do we need a demo or subscription to get started?+
No. There is no demo, subscription, platform access, or implementation. A masked dossier arrives when we identify an opportunity in your space. You review the summary, confirm acceptance if it looks relevant, and receive the full file. From there, your team validates the opportunity directly with the institution.
Q.15 What is DossierIQ, exactly?+
DossierIQ is a market intelligence desk. We identify evidence-backed, time-sensitive commercial opportunities across the capital markets technology ecosystem and bring them to relevant vendors before they become obvious. We are intentionally focused: not an intent-data dashboard, a lead list, an outsourced SDR firm, a broker, a referral agent, a custom research shop, or a named-account monitoring service. You do not need another dashboard. You need to know where live opportunities are forming.
§ 08Revenue ROI

How many signals do you
need to win?

Use your own numbers. See how quickly a single confirmed opportunity justifies the cost of many signals.

At $2,500 per confirmed opportunity, one well-timed enterprise deal typically covers every signal you ever receive.

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.

§ 09Get your first dossier

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

We found it. We assembled the evidence. We will bring it to you at no cost. You pay $2,500 only after your team confirms the opportunity is real.

Contact DossierIQ →

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