B2B Prospecting Intelligence

Find the right businesses. Reach the right people.

tracd.ai uses AI research to pinpoint businesses by where they actually operate – then turns that intelligence into outreach that lands.

Where 50+ years of investment banking, private equity and NMTC investing connect with AI to deliver leverageable opportunities.

Geographic precision
Every candidate
Named, not guessed
The problem

The market exists. The pipeline doesn't.

Three things typically get in the way of reaching the right targets – and they compound each other.

Bad data

Incomplete, outdated, or overly broad data lists. Bad inputs mean wasted effort from the start of the process.

Weak targeting

Even in a large market, it's hard to know which businesses actually fit — and who the decision-maker is.

Generic outreach

Broad messages get ignored. Weak response rates starve the pipeline — not for lack of market.

How it works

Three steps. No wasted motion.

From a blank market to a qualified, outreach-ready pipeline.

01

Define

We pin down what a genuinely good prospect looks like – geography, industry, size, and many other fit criteria.

02

Map

We then layer in AI research to identify and qualify businesses – including the ones standard databases miss.

03

Activate

Our qualified intelligence becomes context-driven outreach – built around each target's actual situation, not templated copy.

Markets

Built for the markets where targeting matters most.

tracd.ai specializes where generic outreach consistently fails – with a dedicated practice for community-development and rural-investment programs, private equity and select manufacturers, service providers & distributors.

CDEs, RBICs & Rural Investment

Find businesses best positioned to benefit from — and qualify for — NMTC allocations, RBIC capital, and state rural programs.

Explore this practice →

Financial Services & PE

Targeted sourcing built around your platform, geography, and investment thesis — not generic filters.

Learn more →

Manufacturers, Service Providers & Distributors

Better prospecting for fragmented markets with non-obvious buyers. We map the market so you don't chase the wrong accounts.

Learn more →
The outcome

Better targeting. Better pipeline.

When the inputs get sharper, everything downstream improves — from first outreach to closed deal.

  • More qualified prospects in your pipeline
  • Clearer market visibility and insight
  • More relevant, context-driven outreach
  • Stronger response from the right contacts
  • Efficient pipeline building — at scale
How it works

Straightforward on top.
Different underneath.

The process is simple. What makes it work is the data most prospecting tools never touch.

01

Define the Market

A concrete, agreed definition of who's worth pursuing — the filter for everything that follows.

02

Map the Market

For when it matters, census-tract geography + AI qualification across the whole market — active, consistent, at scale.

03

Activate

Context built in step 2 drives the outreach. Why each prospect qualifies shapes the first message.

Define — what you get

Your ideal-customer profile specific to your platform; industry selected, business profiled, size compliant, geographic scoped, eligibility mapped, and decision-maker(s) defined.

Map — what you get

AI research per candidate against your criteria; executive ID profiled; for CDEs, RBICs and rural investors, tract-specific targeting; program-eligibility screening built in.

Activate — what you get

Outreach built around each company's context, calibrated to the named buyer, designed to start a conversation — not fill an inbox.

The AI difference

AI isn't the buzzword.
It's the mechanism.

It's what makes precision prospecting possible at a scale.

The pipeline

How the AI layer works

01

AI Research

Automated deep-dive on each candidate.

02

Fit Scoring

Filter against your specific ICP criteria.

03

Buyer ID

Identify the right contact in each account.

04

Context Build

Assemble context for personalized outreach.

05

Census Tract Mapping

Geo-target using U.S. Census Bureau tract data.

06

Outreach & Return

Deliver an interested, qualified business.

Better targeting

AI applies your fit criteria consistently across every candidate — at a scale a human team can't match.

Better outreach

Messages that demonstrate real understanding of a company's situation get responses. Generic ones don't.

Finds what others miss

A business that meets your criteria may never surface in a standard search. tracd.ai closes that gap.

Markets

Built for markets that are hard to map – and harder to reach.

Where targets are non-obvious, fit criteria are specific, and bad targeting is expensive.

The mission

At tracd.ai, our mission is to protect your idea, your dream, your passion and your brand.

We will confidently promote your product or service to customers that you have yet to reach. We will identify your next customers, reach out to them and begin the process of telling your story. All on a commission only basis.

CDEs, RBICs & Rural Investment

Find businesses best positioned to benefit from — and qualify for — NMTC allocations, RBIC capital, and state rural programs.

Explore this practice →

Financial Services & PE

Targeted sourcing built around your platform, geography, and investment thesis — not generic filters.

Learn more →

Manufacturers, Service Providers & Distributors

Better prospecting for fragmented markets with non-obvious buyers. We map the market so you don't chase the wrong accounts.

Learn more →
CDEs · RBICs · Rural Investment

Find the businesses that belong in your pipeline — and qualify for your capital.

tracd.ai helps CDEs, RBICs, and rural-program administrators identify and engage the businesses most likely to benefit from — and qualify for — their allocations and capital.

The programs

Capital aimed at underserved communities — and the businesses within them.

Community Development Entities

Certified to receive NMTC allocations from the CDFI Fund and deploy capital into qualifying low-income communities. They need a pipeline of creditworthy businesses in — or serving — those communities.

Rural Business Investment Companies

USDA-licensed funds providing equity and near-equity capital to businesses in rural America — channeling private investment into enterprises that otherwise lack access to growth capital.

State Rural Investment Programs

State tax-credit programs tied to rural investment — each with its own geographic, industry, and eligibility criteria that standard databases don't capture.

The bottleneck

Capital is available. Finding the right businesses is the work.

Geographic constraints, eligibility rules, and the need for investment-ready businesses narrow the field fast — and generic databases don't filter for program eligibility, community impact, or rural geography in any meaningful way.

What tracd.ai does

Qualified deal flow for programs that require it.

A prospecting approach built around your program's eligibility and fit criteria — then AI research to find and qualify businesses that meet them.

For CDEs deploying NMTC

Businesses in or serving qualified low-income communities · creditworthiness & readiness signals · NMTC eligibility screening · geographic deployment mapping · context-driven outreach.

For RBICs seeking rural targets

Businesses in USDA-defined rural areas · growth & equity-fit research · RBIC eligibility screening · sourcing beyond traditional channels · outreach that reflects real understanding.

For state program administrators

Businesses meeting your state's specific rules · research across fragmented rural markets · qualification against state criteria · sourcing without scaling headcount.

Why tracd.ai makes it possible

The best-fit businesses are often the hardest to see.

Smaller, outside major metros, or simply not active in traditional deal-sourcing networks. tracd.ai's research is built to find them — not just the obvious names.

  • Identifies businesses outside standard channels
  • Applies eligibility rules consistently, at scale
  • Surfaces rural & low-income-community operators
  • Turns a long list into a qualified shortlist
The mission

Better deal flow means the capital gets to work.

These programs exist because certain businesses and communities have had less access to capital. That intent is only realized when the right businesses are actually found and engaged.

Financial Services & PE

Targeted sourcing, built around your thesis.

Fully customized fit for your platform, geography, and market profile — not generic filters.

The challenge

It isn't about volume. It's about fit.

The criteria are specific, geography matters, and pursuing the wrong targets costs time and credibility. Generic databases don't account for your platform or thesis.

What tracd.ai does differently

Prospecting built around your investment or lending criteria · geographic targeting to your real footprint · AI qualification against your platform profile · buyer ID within targets · context-driven outreach · better-fit pipeline, not a longer list.

Why it needs a different approach

Capital markets are relationship-driven. The wrong introductions waste credibility. tracd.ai prioritizes quality of fit over quantity — so the businesses that hear from your team are worth the conversation.

Manufacturers, Service Providers & Distributors

Map the market. Reach the non-obvious buyers.

Better prospecting for companies selling into fragmented markets.

The mission

At tracd.ai, our mission is to protect your idea, your dream, your passion and your brand.

We will confidently promote your product or service to customers that you have yet to reach. We will identify your next customers, reach out to them and begin the process of telling your story. All on a commission only basis.

The opportunity

The real opportunity isn't on page one.

Many potential buyers, but knowing which are worth pursuing — and who the right contact is — is hard work. Generic databases surface the obvious names.

What tracd.ai does differently

Market mapping across fragmented segments · identification of non-obvious buyers who fit your offering · AI qualification at scale · contact ID within targets · context-driven outreach · better-fit accounts, not weak matches.

Why fragmented markets are different

Breadth alone isn't the answer. The best-positioned buyers may not be the biggest or most visible. tracd.ai is built to find them — and give you the context to reach them.

Drop Us a Pin

Let's talk about your market.

Whether you're mapping a fragmented market, sharpening your prospect profile, or building targeted outreach — reach out and we'll take it from there.

Drop us a pin

Prefer email? Reach the team directly.

Patrick Doherty
pat@tracd.ai
Randy Stauder
randy@tracd.ai

Not sure if tracd.ai is right for you? Reach out anyway — a short conversation is the best way to find out.

Drop Us a Pin.

Connect with tracd.ai to identify and engage the right businesses in your market. We'll follow up to start the conversation.