Dan Koch

Dan Koch serves as the Chief Technology Officer (CTO) and has made substantial advancements in the field of prospect research. By automating the labor-intensive task of finding and qualifying prospects, he has successfully reduced the research time required by clients by 75%. Koch’s system offers real-time alerts on significant wealth events such as private company investments, IPO filings, and SPACs, which are crucial for timely business decisions. Additionally, his technology facilitates connections through existing relationships and provides access to an extensive database comprising over 210 million consumer profiles and more than 100 million professional profiles. The system allows for detailed segmentation of prospect lists using over 150 attributes, enhancing the precision of targeting potential clients. Koch’s innovations also include tools for growing networks through trusted referrals, making strategic introductions via 1st and 2nd degree connections, and refreshing outdated client lists with new insights and updated contact information. His approach not only streamlines the process but also significantly impacts the growth of clients’ networks and bottom lines.