Know when the firms on your lists close a fund, make a deal or change leaders

Signal Sweep

The Problem

The best time to call a private equity firm, an M&A advisor or a growing company is right after something changes: a fund closes, an add-on is announced, a new CEO starts. Checking dozens of firms for news every week isn't something a busy desk gets to, so those moments pass unnoticed.

The Solution

Signal Sweep checks the firms on your chosen lists every week. Claude searches each one for fund closes, acquisitions, add-ons, recapitalizations, exits, new listings and leadership changes from the last 120 days and saves what it finds with its sources. Signals show on your Today page and daily brief with your warmest contacts at the firm and a suggested next step, and everything it finds goes on the company record.

What you can do

  • Checks the firms tied to the people on your lists, never-checked firms first, then those checked longest ago
  • Firms where you have a warm contact are checked before cold ones
  • Each signal has its date, a one-line summary, its sources and a suggested next step
  • Signals show on Today and in your daily brief, with your two warmest contacts at the firm
  • Everything it finds goes on the company record's Signals panel and in its notes
  • When a signal points to an open role, it suggests a job order lead for you to approve
  • You choose which events count for your desk
  • It researches and saves; it doesn't draft or send messages

See it in identifyd

identifyd company record with its Signals panel: a fund close, a fund to watch and an earlier exit, each with its source, with sample data

Frequently asked questions

What counts as a signal?

A fund close, acquisition, add-on, recapitalization, exit, new listing (for M&A advisors and business brokers) or leadership change from the last 120 days, with a date and a source. Older news is kept as background, and something that may become a signal, like a fund still being raised, is kept to watch. You can change which events count for your account.

How many firms does it check?

On Growth and Scale, firms on up to three lists, 60 a week by default and up to 200. On Starter, up to 30 firms on one list each week. Test Drive includes one sweep, so you can see what it finds on your own list.

Does Signal Sweep contact anyone?

No. It researches and saves what it finds. A suggested job order lead waits in Approvals for you, and any message to the firm is yours to write or approve.

Does it use my AI allowance?

Yes. It searches the web for each firm, which counts toward your account's AI allowance, and a weekly sweep uses a modest share of it.