Solving a deal drought and a treasury problem from a single data model
Trinity was in a deal drought. We built a scraper that surfaces hot leads the moment properties in their target zip codes and deal ranges change hands. Mapping their full deal history into a unified ontology to personalize outreach revealed a second problem: $90M+ in committed loans with fluctuating deployment, where dead cash and over-commitment both cost money. We solved both from a single data model: an automated deal pipeline and a treasury management system.
