Anonymized Lens Sample
Revenue-side output from a live roll-up deployment, anonymized.
The lens, in brief
390 entities tracked across 5 engines, 8 cross-intelligence layers.
This is an anonymized export from a live Constellation deployment running for an insurance roll-up acquirer in the Southeast US. The same architecture, applied to revenue-side capital-event origination, would output the same shape for a CRE buyer's footprint.
The deployment tracks 390 entities across five engines: target firms, recruit candidates, carrier / counter-party relationships, signal events, and acquirer platforms. Eight cross-intelligence layers compute synergy, sequencing, flight risk, carrier concentration, revenue uplift, deal dependencies, competitive clusters, and cross-references.
Acquisition Sequence — Phase 1
Phase 1 — pursue now (top tier, 0–6 month window). Sorted by composite urgency × strategic-fit. Identifying details redacted to bands.
| Row | Geo | Premium / Revenue Band | Succession-equiv Risk | Composite | Window | Phase |
|---|---|---|---|---|---|---|
| 01 | FL · Tampa metro | $4–6M | CRITICAL | 92 | 14 days | Phase 1 |
| 02 | GA · Atlanta metro | $3–5M | CRITICAL | 89 | 21 days | Phase 1 |
| 03 | NC · Charlotte | $5–8M | HIGH | 87 | 30 days | Phase 1 |
| 04 | TN · Nashville | $2–4M | CRITICAL | 86 | 30 days | Phase 1 |
| 05 | FL · Jacksonville | $6–9M | HIGH | 84 | 45 days | Phase 1 |
| 06 | SC · Charleston | $3–4M | HIGH | 82 | 45 days | Phase 1 |
| 07 | GA · Savannah | $2–3M | CRITICAL | 81 | 30 days | Phase 1 |
| 08 | AL · Birmingham | $4–6M | HIGH | 80 | 60 days | Phase 1 |
| 09 | KY · Louisville | $3–5M | HIGH | 78 | 60 days | Phase 1 |
| 10 | MS · Jackson | $2–3M | CRITICAL | 76 | 45 days | Phase 1 |
Phase 2 Sample
Phase 2 — pursue soon (6–18 month window). 40 rows in the live deployment; 8 shown.
| Row | Geo | Premium / Revenue Band | Succession-equiv Risk | Composite | Window | Phase |
|---|---|---|---|---|---|---|
| 11 | NC · Raleigh-Durham | $7–10M | MEDIUM | 74 | 6 mo | Phase 2 |
| 12 | TN · Memphis | $4–6M | HIGH | 73 | 6 mo | Phase 2 |
| 13 | FL · Orlando metro | $8–12M | MEDIUM | 71 | 9 mo | Phase 2 |
| 14 | GA · Augusta | $2–3M | HIGH | 71 | 9 mo | Phase 2 |
| 15 | SC · Greenville | $4–5M | MEDIUM | 70 | 9 mo | Phase 2 |
| 16 | AL · Mobile | $3–4M | MEDIUM | 70 | 12 mo | Phase 2 |
| 17 | NC · Asheville | $2–3M | MEDIUM | 70 | 12 mo | Phase 2 |
| 18 | FL · Sarasota | $5–7M | LOW | 70 | 18 mo | Phase 2 |
Cross-Reference Twofers
The Cross-Reference engine identifies broker × agency overlap pairs ("twofers" — where acquiring the agency simultaneously surfaces a known producer with employment, carrier, or geographic ties). 21 high-confidence pairs flagged in the live deployment.
| Pair | Agency band (geo) | Producer band (book) | Overlap signals | Combined-value est | Twofer |
|---|---|---|---|---|---|
| CR-01 | NC · Charlotte · $5–8M | $1.4M book | EMPLOYED_AT + 3 shared carriers | $7.4M | YES |
| CR-02 | FL · Tampa · $4–6M | $0.9M book | 4 shared carriers + same metro | $5.9M | YES |
| CR-03 | GA · Atlanta · $3–5M | $1.1M book | EMPLOYED_AT + line-spec match | $5.1M | YES |
| CR-04 | TN · Nashville · $2–4M | $0.7M book | 5 shared carriers | $3.7M | YES |
| CR-05 | SC · Charleston · $3–4M | $0.6M book | 3 shared carriers + same city | $3.6M | YES |
Carrier Concentration
Across the Phase 1 universe, the engine computes per-carrier exposure as a percentage of total portfolio premium and flags concentration risk.
| Carrier ref | Appointments | Exposure band | Concentration % | Risk |
|---|---|---|---|---|
| Carrier A | 41 | $112M | 16.0% | CRITICAL |
| Carrier B | 38 | $94M | 13.4% | HIGH |
| Carrier C | 29 | $76M | 10.8% | HIGH |
| Carrier D | 22 | $51M | 7.3% | MODERATE |
| Carrier E | 18 | $38M | 5.4% | MODERATE |
| Carrier F | 15 | $24M | 3.4% | HEALTHY |
In a CRE port, swap "carrier" for "lender." Concentration risk on a single CMBS originator or private-credit fund triggers the same flag at the same threshold.
Drill-down · Row 02 — Composite 89
How the score assembles, layer by layer.
How the composite of 89 was assembled for one entity. (Anonymized: GA · Atlanta metro, $3–5M revenue band, CRITICAL succession risk.)
Sole-CRD-equivalent confirmed; principal age 64 inferred from filing-of-record + entity formation; lease expiration 9 months out; auditor turnover within 12 months; recorded entity-modification within 6 months.
Hiring velocity flatlined 24 months; comparable transaction velocity in submarket up 12% (sellers moving); peer-firm cap-rate drift +35 bps; tenant-rollover concentration elevated.
Bio language drift (third-person voice creep, MEDIUM-LOW confidence); successor-team language introduced in two press cadences; charitable-giving acceleration in 990 filings, +18% YoY.
Not run for this sample; CRM integration required to traverse the relationship graph. Estimated +6 to +10 if active.
Three of six layers firing on this entity (detail below).
Mid-cycle, submarket velocity rising.
One competing acquirer flagged screening this target.
Top-2 client appears in M&A corpus (sponsor LP / household principal liquidity event in 24-month window).
Not active for this entity (carriers in steady deployment posture).
Not triggered (Tier-1 events spread across 180 days, below 90-day clustering threshold).
Closest historical analog returned but not weighted into this composite (analog-match adds context, not score, on entities below the Hot threshold for analog confidence).
The overlay's value is asymmetric — when more layers fire on the same entity inside the same cycle, the overlay's contribution accelerates. Three layers active on this row drives +6; four-to-five active on a comparable row would drive +9 to +12.
What's redacted vs. what's kept
The identifying layer comes off for cold review, back on for the live demo.
- · Firm names
- · Principal names
- · Addresses
- · Exact premium / revenue figures
- · Carrier identities
- · Phone numbers
- · Broker-of-record names
- · State
- · Metro band
- · Premium band
- · Succession-equivalent risk
- · Composite score
- · Recommended outreach window
- · Phase tier
- · Tier-by-tier signal contribution
The real deployment shows all of it — we strip the identifying layer for cold prospect review and put it back on for the live demo, where the buyer sees the actual ranked roster on screen with every signal that fired and every confidence chip.
How this maps to a CRE deployment
Same shape, different vertical. The discipline does not change.
The shape is the same. Replace "succession risk" with "capital-event risk" and the engine renders sponsors with imminent CMBS maturities, refi pressure, and equity-gap probability. The eight cross-intelligence layers port directly: carrier concentration becomes lender concentration, broker flight risk becomes JV flight risk, deal sequencing becomes acquisition cadence, revenue uplift becomes avoided-premium per closed transaction.
The composite-score thresholds (Hot ≥85, Priority 70–84, Watch 55–69) survive verbatim. The outreach windows scale with vertical: insurance succession runs in days, CRE capital-event windows run in weeks. The engine adapts; the discipline does not.
A working playbook for your footprint
The output above is anonymized. The Sprint produces the same shape against your own footprint, fully identified, on a four-week clock.
- 01Week 1
Footprint calibrated
Geography + asset-class + sponsor-size band locked. 5–10 sponsor names of your own choosing seeded into the engine — full Tier 1 + Tier 2 stack on those, plus the rest of the universe at composite ≥70.
- 02Week 2
Tier 3 + deep-intel briefs
Tier 3 LLM-inferred signals added across the universe; deep-intel briefs on the top five sponsors.
- 03Week 3
Movers & multi-buyer flag
Movers report and Multi-Buyer Demand Triangulation flagged — when another active mandate is screening the same sponsor, you see it.
- 04Week 4
Final ranked roster
40–60 sponsors ranked, recommended outreach windows on top 15, warm-intro hypotheses where Tier 4 graph integrated, IC-ready recap memo.
A working acquisition playbook for your footprint — names you can act on, windows you can calendar against, multi-buyer pressure flagged before it forecloses your first-look asymmetry. One closeable sponsor the existing process would have missed pays for the sprint several times over.
Pricing sits between the 14-day Pilot (single-slice, one-time) and the always-on Continuous Engagement (47-signal stack, exclusive territory, recurring). The Sprint is the "show me four weeks of real output for my footprint" tier — the deliverable that earns the Continuous Engagement conversation.
What the conversation covers
The doc shows the output across four engines. The 30 minutes covers:
- · How the 390-entity scope was assembled from public filings, licensed institutional data, and deal-flow telemetry — and how the same input layers populate a CRE deployment.
- · How the eight cross-intel layers compose a single composite score per entity, where the proprietary overlay contributes (cycle position, multi-buyer demand, wealth-event detection), and which signal weights flex per buyer footprint.
- · What a 14-day pilot for your footprint would surface — sponsor count by composite ≥70, carrier-equivalent concentration view, recommended outreach windows, warm-intro hypotheses if your relationship graph is integrated.
Thirty-minute call
We run live engine output on the call against the existing Constellation corpus — full disclosure on every signal that fires, no homework on your end. If the math works, the next step is a 4-week Sprint built around 5–10 sponsors of your own choosing.
Appendix · Anonymization rules
How identifying signal was removed without flattening the sample.
Every entity ID in this sample is a pseudonym anchored to a deterministic hash of the original record. Same hash → same row across views; the cross-references between Acquisition Sequence and Cross-Reference are real (CR-01's agency band ties to a specific row in the acquisition sequence, etc.) — only the labels are masked.
Signal counts and confidence weights are unmasked. Composite scores are unmasked. Phase tier and recommended window are unmasked. The engine's math is visible end-to-end; only the names are not.
For the live demo, the engine runs against existing Constellation entities and shows real output with full identification — no list-assembly required from the buyer. The 5–10 sponsor names of the buyer's own choosing get worked inside the 4-week Sprint, where they seed the full ranked roster.