01
Business Sales & Exits
A founder sells all or part of their company. A major liquidity event can create new questions around investing, preservation, planning, and what comes next.
Wealth & advisory firms
Meet people when their financial world changes.
Operis researches your market to identify companies, owners, and executives approaching relevant business or financial events, with the evidence behind each one.
The timing advantage
Your next client is already leaving clues.
People rarely start looking for a wealth manager at random. A meaningful financial moment usually comes first.
Financial circumstances can change quickly.
The signals appear before the search begins.
- They sell a business.
- Raise capital.
- Receive a major distribution.
- Step away from a company.
- Exercise equity.
- Approach retirement.
- Complete an acquisition.
- Experience a liquidity event.
Operis looks for these moments and identifies when there may be a genuine reason for an introduction.
The signals
Find the moment, not just the person.
Traditional prospecting can tell you who appears wealthy: title, company, industry, estimated net worth, or location. But wealth alone doesn't create intent. Timing does.
02
Funding & Secondary Transactions
Founders and executives may gain liquidity through funding rounds, secondary sales, or other transactions. The company event can create a personal financial moment.
03
Mergers & Acquisitions
An acquisition can materially change the financial position of founders, executives, and shareholders. Operis looks beyond the transaction to the people behind it.
04
Leadership & Ownership Changes
Retirement, succession, ownership changes, and senior departures can signal a broader transition in someone's professional and financial life.
Reach people when their circumstances make a thoughtful conversation relevant.
Get 3 free opportunitiesHow it works
From event to opportunity.
Finding wealthy people isn't the goal. Finding the right reason to speak is.
- 01
Discover
Operis identifies business owners, founders, executives, and other prospects matching the type of clients your firm wants to serve.
- 02
Research
Operis tracks meaningful events around those people and their businesses to understand when their circumstances may be changing.
- 03
Act
When there is a relevant reason to connect, you get the opportunity with its context and reach out, or we reach out for you and make the introduction.
A better approach
Wealth tells you who. Life events tell you when.
Someone could match your ideal client profile for ten years without considering a new advisory relationship. Then something changes.
Traditional prospecting
- Lists of wealthy individuals
- Static wealth estimates
- Generic outreach
- Broad targeting
- Little reason to respond
Operis
- Selected prospects
- Meaningful financial events
- Relevant context
- Timely outreach
- A reason to have a conversation
Made for your market
Built around the clients your firm wants.
If your firm works with founders and business owners, Operis might track:
Company Acquisitions
A founder's company is acquired or enters a transaction.
Business Sales
An owner sells part or all of a business they spent years building.
Secondary Liquidity
A founder or executive gets an opportunity to turn private equity into personal liquidity.
Major Funding Events
A company raises significant capital, potentially changing the financial position of its founders and early employees.
Succession & Retirement
An owner begins stepping away from the company or transferring control.
Why it matters
Not another list of wealthy people.
The right person. The right financial moment. The right firm to help them.
Then it becomes an opportunity.
Behind the headline
The person behind the transaction.
A headline might say: “Company X acquired for $180 million.” To most people, that's business news.
To Operis, the questions start after the transaction.
- Who founded it?Who led the company?
- Who owned meaningful equity?Who may have experienced a change in liquidity?
- What changed financially?Was the transaction cash, stock, or both?
- Is there a fit?Does that person match the clients your firm serves?
Is there a legitimate reason to talk?
That's where the opportunity begins.
Who this is for
Built for advisory firms that value relationships.
01
Know who they serve
You have a clear idea of the clients your firm is best positioned to help.
02
Build through relationships
Trust and personal conversations are central to winning new clients.
03
Want relevance over volume
You would rather have a small number of meaningful conversations than thousands of cold contacts.
04
Think long term
You care about building relationships with the right people, even when the opportunity doesn't convert immediately.
Pricing
Two ways to work together.
Start with three free opportunities. If they're useful, choose how you want to work.
The weekly list
01You get the opportunities. You reach out.
$500 / month
Per market or niche. Month to month, cancel any time.
- 10 researched opportunities every Monday
- Why now and why they fit, with sources
- The right person to contact, with a checked email
- Each opportunity goes to one firm only
If none of your first month's opportunities turns into a conversation, the next month is free.
Get 3 free opportunitiesDone for you
02We reach out. You meet the ones who say yes.
From $500 / introduction
No retainer. The price is agreed before we start.
- We research and qualify the companies
- We write the outreach and handle the replies
- When a company wants to talk, we introduce you by email
- You pay only for introductions that happen
Good for firms that would rather spend their time on calls than on outreach.
Ask about done-for-youA database tells you who exists. Each Operis opportunity is researched: what changed, why it matters for your offer, the sources, and who to contact. You get fewer companies, each with a reason to talk.
You can, but it takes hours every week, and most of what matters isn't on the surface: how long a need has been open, whether anyone in-house is handling it, and who decides. Start with three free opportunities and compare them with your own research.
Nothing. Tell us your market and who you want to reach, and we send three researched opportunities so you can judge the quality before you pay anything.
No. Each opportunity goes to one firm only.
We contact the companies for you and handle the replies. When one wants to talk, we introduce you both by email. You pay only for introductions that happen, at a price agreed before we start.
No. The weekly list is month to month and you can cancel any time. If none of your first month's opportunities turns into a conversation, the next month is free.
Recruitment firms, B2B SaaS companies, and wealth and advisory firms. If you sell something else where one new client is worth a real conversation, write to us.
Start here
Somewhere, someone's financial world just changed.
A company was sold. An acquisition closed. A founder gained liquidity. An executive stepped away. An owner started planning what comes next. Behind every event is a person making new decisions. Operis finds the moments worth a conversation.
Get 3 free opportunities