Your Daily 3
4Marcus Delgado
Charlotte, NC · 55–64 · $5M – $10M
92
C-SCORE
Sold majority stake in his logistics company · 3 days ago
- Liquidity event in last 7 days
- Net worth fits your $2M+ ideal client
- No existing relationship in your book
Priya Raman
Raleigh, NC · 45–54 · $2.5M – $5M
86
C-SCORE
Named CFO at a public medtech firm · yesterday
- New C-suite role (equity comp likely)
- In your target metro
- Connected to 2 current clients
Eleanor Whitfield
Asheville, NC · 65+ · $10M – $25M
81
C-SCORE
Recent estate settlement (probate closed) · 1 week ago
- Inheritance / estate event
- High net-worth band
- Event recency > 5 days
Last 24 hours
214
Sent
96
Opens
7
Replies
2
Meetings