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Erdo can combine public transaction research, contact enrichment, datasets and a private Page into a people workbench. A person record explains who they are, the event that makes them worth reviewing, the supporting evidence, available professional contact channels and the recommended next step. Ask an agent:
“Build a private liquidity-event research workbench. Keep it separate from our customer prospects and incoming leads. Show people, their source evidence, professional contact routes and missing information. Start with a small sample and keep human review decisions separate from automated research.”

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Keep events, people and decisions distinct

Use an event dataset for original transaction evidence, a people dataset for identity and contact research, and a separate review dataset for your team’s decisions. A person can link to several events. Research refreshes update evidence while preserving the owner’s notes and review status. Company funding, a proposed sale or an IPO filing can justify watching a company. They do not establish an executive’s personal proceeds, available wealth or buying interest. Preserve unknowns. When a filing discloses an individual’s gross sale proceeds, label that amount precisely and keep it distinct from net proceeds or net worth.

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Contact details need sources

Use publicly listed professional channels or an authorized contact provider. A database match should identify the same person, company and role; an obscured name or similar title alone is insufficient. Record the source, when it was checked, and whether the contact is publicly listed, provider-matched or verified. An unavailable email or introduction route is a research finding, so show it rather than inventing one. A recommended approach explains which available route is useful and why. A warm introduction requires evidence of an actual connector. Research does not authorize outreach or establish that a person wants to hear from you.

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Refresh and review

Configure one refresh on each research dataset. Use scripts for structured collection and agents for source interpretation or identity research. Incremental history needs an upsert key. Give credit-consuming research explicit daily schedules and per-run limits; Page views need not trigger another research run. Keep the Page private. Grant it read access to the research datasets and write access only to the separate review dataset. Its main view should show people, available contact routes, reasons to review them, source dates and gaps. Company-event detail supports those records. Exporting a shortlist does not make it an eligible advertising audience or grant permission to contact it. Measure events researched, reliable person links, corroborated contact channels and reviewer-qualified prospects. Qualified conversations and buyer interest require a separately authorized activation process and actual outcome evidence.