Custom origination intelligence infrastructure
Turning fragmented information into origination-ready opportunities
I build monitoring systems for capital markets desks that need earlier visibility of counterparties entering a relevant commercial window.
Together, we define the events, filings, approvals, operational changes or market-entry signals that are most likely to indicate a new requirement for clearing, OTC trading, hedging, liquidity or related services.
I then build monitoring workflows that scan those public source sets continuously, filter the results against your target counterparty profile, and deliver concise alerts for your desk to review and act on.
Each alert is designed to answer a simple question: Why is this counterparty worth attention now?
Typical alert output includes:
The counterparty or institution identified
The trigger event detected
Source evidence and links
Why the event matters commercially
Likely relevant contacts
Optional suggested approach for first contact
Alerts can be delivered in whatever format or channel that fits your desk’s existing workflow.
Where appropriate, I can also support first-touch outreach built around the underlying signal and commercial context.
What this is designed to detect?
Off-the-shelf platforms provide broad market visibility. The aim here is different: to identify specific public developments that may indicate a counterparty is entering a new review point for trading, clearing, hedging or market access. That could include signals such as:
New regulatory approvals or registrations
Licensing, authorisation or exchange-access events
Fund launches or vehicle registrations linked to a relevant mandate
Infrastructure buildout or market-entry announcements
Expansion into new commodities, products, jurisdictions or activity
New treasury, risk or trading capability being built internally
Operational changes that imply growing exposure or a changing counterparty need
Implementation process
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We define the relevant desk, target counterparty profile, exclusions and the trigger events most likely to matter commercially.
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A test phase confirms that the source data is accessible, the trigger logic is measurable, and false positives are manageable.
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The monitoring workflow is built, tested and launched across the agreed source set and signal categories.
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Alerts continue to run on a live basis, with light refinement to source coverage, filtering logic and output format where needed.