> ## Documentation Index
> Fetch the complete documentation index at: https://docs.erdo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Liquidity-event research

> Build a private people research workbench from public transaction evidence and sourced professional contact routes.

Erdo can combine public transaction research, contact enrichment, [datasets](/data) and a private [Page](/pages) 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."

## 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. Calculations from ownership tables and deal terms remain estimates even after a transaction closes. Shared interests and voting proxies do not establish a person's economic allocation.

## Read filings before liquidity

Use S-1 amendments to research principal owners, selling shareholders and lockups; S-4 filings and merger proxies for consideration, ownership and closing conditions; tender documents for proposed cash exits; and Form 144 for proposed sales. Read the relevant tables and footnotes, then check later amendments and transaction status. Form 4 can support a completed sale after transaction codes and footnotes are checked.

Show a pre-liquidity stage when an individual has supported ownership or proposed selling participation in a pending transaction. Keep conditional proceeds separate from received cash. A registration alone does not establish that a sale occurred, and a fund's holding is not its manager's personal wealth. Large filings can be read through Erdo's Python workspace and reduced to the relevant sections for interpretation.

Keep contact recommendations and next steps brief. Put original source URLs, dated excerpts and material uncertainties in expandable evidence details.

## 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.

## Refresh and review

Configure one [refresh](/dataset-refreshes) 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.


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