DemoSample data. Every company, contact, financial and offer shown here is invented — nothing on this instance describes a real business or a real transaction.

Settings

Providers, scoring weights, monitoring cadences and alert thresholds. Everything here changes how the system behaves, so every change is audited.

The transaction

Read only for your role
Company
the company
Target
$25,000,000
Stretch
$30,000,000
Horizon
12 months

Providers

Partly mocked
MockWeb searchmockset TAVILY_API_KEY to run live
MockPage readingmockset TAVILY_API_KEY to run live
LiveClaim extraction and draftinganthropic · claude-sonnet-5

Mode is auto, from RESEARCH_PROVIDER_MODE. In auto a provider falls back to a deterministic mock when its key is absent; in live it refuses to fall back, which is what a scheduled run should use — a monitoring run that silently downgraded to fixtures would report “nothing changed” on no evidence at all.

Buyer score weights

  • Engagement10%
  • StrategicFit25%
  • StrategicSynergy20%
  • FinancialCapacity15%
  • AcquisitionAppetite15%
  • TransactionProbability15%

Monitoring cadences

Defaults: Tier 1 daily · Tier 2 weekly · Tier 3 monthly
BuyerTierCadenceLast runStatus
Arcadia AuctionsTier 1dailyTodayCurrent
Brightpath AutoTier 1dailyTodayCurrent
Kestrel Dealer SystemsTier 1dailyTodayCurrent
Lakeshore CommerceTier 1dailyTodayCurrent
Meridian Automotive GroupTier 1dailyTodayCurrent
Pinnacle Vehicle DataTier 1dailyYesterdayDue
Solstice Equity PartnersTier 1dailyYesterdayDue
Vantage Retail CloudTier 1dailyYesterdayDue
Cardinal Automotive GroupTier 2weekly3d agoCurrent
Harbour Inventory SystemsTier 2weekly3d agoCurrent
Ironwood Capital GroupTier 2weekly3d agoCurrent
Orchard Valuation GroupTier 2weekly3d agoCurrent
Ridgeline Dealer MarketingTier 2weekly3d agoCurrent
Atlas Auto LendingTier 3monthly10d agoCurrent
Beacon Used CarsTier 3monthly10d agoCurrent
Quillon AITier 3monthly10d agoCurrent
Summit Retail PartnersTier 3monthly10d agoCurrent
Westbrook Software HoldingsTier 3monthly10d agoCurrent
Castleford AnalyticsWatchmonthly10d agoCurrent
Greyfen PartnersWatchmonthly10d agoCurrent

Sign-in protection

0 failed attempts in the last 15 minutes
Failures before a lock
5 per email
Spray protection
20 per client address
First lock
60 seconds
Longest lock
30 minutes

Locks escalate with each further failure and are measured from the most recent one, so continuing to guess extends the wait. Attempts are counted for any submitted address, existing or not — a lockout that only happened to real accounts would be an account-enumeration oracle. Client addresses are stored as a keyed hash, never as addresses, and every attempt is discarded within a day.

Alert thresholds

Tier 1 silence
14 days
Tier 2 silence
30 days
Tier 3 silence
60 days
Engagement jump
10 points
KPI deterioration
5%
Concentration ceiling
20%
Expiry warning
45 days
LOI warning
14 days

An alert fires once per condition, not once per sweep — the key encodes the condition, so an unchanged problem stays quiet and a worsening one speaks up again.