RESEARCH FIRST
Find 15 strong-fit prospects
Start in Dallas–Fort Worth. Document company fit, a relevant business signal, likely decision-maker roles, and dated source links. Treat every candidate as unqualified until the evidence supports it.
Built for ORVEQ Advisory
Less busywork.
More opportunity.
A focused growth and operations hub for your Dallas-based advisory business. Turn public research into qualified prospects, thoughtful outreach, and repeatable work—with you in control.
An internal working hub. Not a replacement for your Framer website.
Dallas–Fort Worth first.Research → Review → Approve
The operating rules
Free capabilities onlySources, not assumptionsApproval before action
01 / The growth workflow
Build a pipeline.
Not another task list.
One connected process, from the first signal to the final approval. Prioritize mid-market businesses, private equity portfolio companies, and professional services firms.
Four lenses for qualification
Strategic Finance & FP&A
Private Equity Value Creation
Pricing & Profitability Improvement
AI & Process Automation
FOR YOUR REVIEW
Draft five relevant introductions
Connect each verified signal to one ORVEQ service. Write concise, personalized outreach without invented relationships, unsupported claims, or automatic sending.
EXPERTISE, NOT HYPE
Develop three useful LinkedIn posts
Prepare practical perspectives on strategic finance, value creation, and AI-enabled operations. Keep examples clearly illustrative and all publishing subject to approval.
OPERATIONS THAT COMPOUND
Make the process repeatable
Use a free spreadsheet, reusable research prompts, an approval checklist, and a weekly review routine. Identify automation opportunities before adding tools or subscriptions.
02 / Your first working session
Start with evidence.
Keep the spend at $0.
Free public websites, search, a spreadsheet, and available free AI tools can support manual research, draft writing, and workflow documentation. Paid databases, background automation, and verified personal contact details are not assumed.
This page outlines the process; it does not run research, save records, or send messages. No prospects have been verified here yet.
Open the research checklistFirst deliverable / 15 prospects
The prospect research checklist
- 01 — Define the fit.
Prioritize DFW headquarters or operations, mid-market scale, and a plausible need within ORVEQ’s four services.
- 02 — Check primary sources.
Review company sites, leadership pages, PE portfolio pages, and dated announcements. Record URLs and access dates.
- 03 — Build the evidence sheet.
Capture company, location, ownership, fit rationale, source, and likely buyer role: CFO, CEO, operating partner, or operations leader.
- 04 — Review before outreach.
Separate facts from hypotheses. Flag missing information, shortlist 15 candidates, and approve the research before drafting outreach.
No purchases, outreach, or publishing without your explicit approval.