A scalable acquisition growth engine.

SoTech

2026

YOUR CURRENT PROCESS

Most stages depend on individual effort and memory.

The acquisition process today, in eight stages. Five of them run on manual effort.

System-supported todayPeople-powered todaySenior-led1IdentifyAdvizorPro · licensed RIA database2Researchinterns cross-check firm websites3Evaluateindividual judgment4Awarenesscampaigns & content5Outreachphone · email · LinkedIn6Introducesenior M&A meets7ManageWealthbox + memory8Advancediligence to closeFive of eight stages run on manual effort

OUR UNDERSTANDING

Process bottleneck analysis.

The same process in three moving parts. Every firm passes through manual verification, so its pace sets the pipeline’s pace.

Lead GenerationAdvizorPro generates aninitial list of firms basedon geography and size.Manual VerificationInterns manuallycross-reference each firm’swebsite to verify asset size,advisor count, services,and leadership.Manual OutreachBusiness DevelopmentAssociates execute genericeducational emails andphone calls.The manual research phase dictates the speed of the entire acquisition pipeline.

THE CHALLENGE

Campaigns and closing work. The middle has no system.

First calls, follow-up, and qualification sit between the campaigns and the closers. Today that work depends on a few busy people, and there is often one chance per advisor.

Campaigns & DataAdvizorPro + SEC universeEmail & LinkedIn touchesAwareness contentWORKS TODAYSenior ClosersChris + relationship teamTrust-based conversationsValuation → closeWORKS TODAYTHE MISSING MIDDLEWho calls? Who follows up?Personalized first conversationsDeterministic follow-up & callbacksQualification before senior timeFALLS ON A FEW BUSY PEOPLEA tight industry, often one shot per advisor. A robotic first touch burns the list.

THE DESIRED OUTCOME

Turn what works occasionally into what works every week.

Today on the left; what this project produces on the right.

TodayMANUAL & EPISODICIntern-driven researchOutreach when time allowsFollow-up from memoryProcess lives in headsTHIS PROJECTbuilds the engineThe OutcomeSYSTEMATIC & REPEATABLEMore qualified candidatesMore booked senior conversationsZero missed follow-upsLeadership sees the pipelineProcess outlives any one person

THE RECOMMENDATION

The Deal-Origination Engine.

Four stages that turn the RIA universe into booked, briefed meetings. The engine stops there; closing stays with the senior team.

RIA UNIVERSE · ADVIZORPRO + SECQUALIFYcriteria + catalyst screenRESEARCHauto-built firm dossiersENGAGEpersonal, multi-channelBOOKscheduled + briefedSeniorM&AtalkHUMANS CLOSEbroad universestrong fitwarm + readybooked callsEvery stage narrows the list and deepens the context, so senior time only meets ready conversations.

HOW THE ENGINE WORKS

Four functions, one loop, smarter every cycle.

Research finds who matters and why now; outreach opens the door; automation keeps next steps on schedule; results feed back in.

Deal-OriginationENGINETarget researchKnows every firm: fit,catalyst, and why nowPersonalized outreachPersonal outreach acrossphone, email & LinkedInFollow-up automationNext steps, reminders &Wealthbox notes, automaticFeedback loopEvery response sharpenstargeting & messaging

THE EXACT SOLUTION

The Automated Intelligence Framework.

Four phases, end to end: ingestion & enrichment, intelligent qualification, multi-channel orchestration, and opportunity management.

1PHASE 1Ingestion & Enrichment2PHASE 2Intelligent Qualification3PHASE 3Multi-Channel Orchestration4PHASE 4Opportunity ManagementAdvizorPro listsSEC ADV / IAPDWebsite scrapingGolden recordone merged record per firm100-point scoringfitportabilityrisksame inputs, same scoreLinkedInEmailAI voice · pilot-gatedhuman-approved before sendWealthbox CRMalerts · transcripts · handoffQualified meetingEvery phase writes back to Wealthbox. The record builds itself.

WHERE IT SITS IN THE STACK

One new layer connects the systems already in place.

AdvizorPro, Wealthbox, and the campaigns all stay. The engine connects them and reports up as booked conversations and a live pipeline.

WHAT YOU ALREADY HAVEAdvizorProtarget dataWealthboxCRM of recordCampaignsemail · LinkedInYour peopleBD + senior M&ATHE NEW LAYERDeal-Origination EngineQualifyResearchOrchestrateBookBooked senior conversationsLive pipeline & KPI viewWHAT LEADERSHIP SEES

PROPOSED SCOPE

Build the engine now. Gate the rest behind proof.

The core build is the engine, and humans do all the talking. AI voice unlocks only after a pilot proves quality; inbound and expansion come later.

THE ENGINEbuild nowPILOT-GATEDLATERCore scope: the engineQualification, research briefs, orchestration,Wealthbox integration, dashboards. Humans do the talking.Pilot-gated: AI voiceGuardrailed calling on a low-risk segment only,after the pilot proves quality. Never a top-tier first touch.Later: expansionInbound lead generation, new geographies,deeper intelligence once the engine runs.

IMPLEMENTATION PHASES

Five build phases, value shipping from the first.

Phase one is the approved design. Every later phase ships working capability on its own.

1Blueprintprocess & design2Research enginescoring & briefs3Outreachsequences & briefs4CRM automationfollow-up workflows5Launchtest · train · goEach phase ships value on its own, and phase one de-risks everything after it.

GOVERNANCE & RESPONSIBILITIES

Avidian leads every relationship. SoTech runs the machinery.

Avidian holds every client-facing decision and go/no-go gate; SoTech builds and operates; the middle is run jointly.

Avidian ownsRELATIONSHIPS & JUDGMENTAcquisition criteria & prioritiesEvery prospect conversationGo / no-go at each pilot gateCompliance sign-offSoTech ownsBUILD & OPERATIONEngine build & integrationsData quality & enrichmentMonitoring, tuning, reportingDocumentation & trainingTogetherWeekly working sessionPilot gate reviewsKPI & quality reviewsClear ownership at every step. No “whose job was that?”

TIMELINE

The build sequence, finalized after discovery.

Five workstreams in sequence, with a checkpoint at every handoff. The schedule is confirmed after discovery and technical validation.

BlueprintResearch engineOutreach enablementCRM automationTest · Train · LaunchOptimize & expandKickoffBlueprint approvedIntelligence liveFirst briefed outreachWealthbox validatedLaunch

DEMONSTRATION

A live demonstration: the call quality, and the record it leaves.

The research agent clears the firm first. Sample calls then show the voice quality and objection handling, and the record lands in Wealthbox after every call.

01 · RESEARCHThe research agentname + website in, governed record outAUM $915.9M, in bandIndependent, founder-ownedClean ADV, Schwab custodyPASS · FIT 87cleared for outreach02 · THE CALLLive call samplethe voice you would deploy“…would exploring a partnership ever be on the table for you?”03 · THE RECORDWhat lands in WealthboxFull transcript & summaryDisposition + next stepCallback scheduledMeeting on the calendar

LIVE · THE RESEARCH CONSOLE

Now, watch the engine qualify a real firm.

Enter the research demo

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