Crossover Catalyst
The first dual-sided intelligence product for banked transactions.
Same independent data. Neither side chose the respondents.
Proof — Both Sides of One Deal
“The same infrastructure that wins mandates for bankers identifies the next great asset for funds. It only works because the data is never curated for either side.”
THE NERDIO DEAL
J.P. Morgan sell-side · General Atlantic buy-side · $500M Series C
01
Sell-Side Mandate
J.P. Morgan engages Crossover
02
Line of Sight
Primary research → high-conviction asset
03
Fundamental View
Original thesis — independent, not curated
04
Buy-Side Match
GA alerted · 30-min brief · early positioning
05
Secondary Diligence
$500M Series C at $1B+ valuation
10 assets — identity locked until access granted
Transacted assets unblinded post-close. Active assets remain code-named.
| Asset | Category | Key Metric | Status | |
|---|---|---|---|---|
PRIME Identity locked | Compliance & Risk Management Contractor Compliance | 9.4/10 Renewal | Active | |
FORTRESS Identity locked | Enterprise Network Infrastructure DDI — DNS/DHCP/IPAM | 8.7 vs 7.6 Satisfaction vs. Incumbent | Active | |
TITAN Identity locked | Vertical SaaS — Real Estate Property Management Platform | 8.9/10 Mission Critical — Highest in Portfolio | Active | |
BRIDGE Identity locked | Enterprise GRC Board Management & Governance | 96% Board Penetration | Active | |
PRISM Identity locked | Enterprise Productivity Presentation Intelligence Software | 3-5x Pricing Headroom | Active | |
VANGUARD Identity locked | Enterprise SaaS Emergency Mass Communication | 8.8/10 Mission Critical · Revenue 2x YoY | Active | |
APOLLO Identity locked | Vertical SaaS — Education Parent Engagement Platform | $13.3M ARR · 94% GRR · 23-26% Growth | New | |
Cybersecurity MDR Managed Detection & Response | 9.0/10 NPS | Closed | ||
Cloud Management SaaS Microsoft Azure Virtual Desktop Management | 9.2/10 Mission Critical | Closed | ||
Vertical SaaS — PropTech Utility Management & Billing | 8.6/10 Switching Difficulty | Closed |
Active9.4/10 Renewal
PRIME
identity locked
Compliance & Risk Management · Contractor Compliance
Active8.7 vs 7.6 Satisfaction vs. Incumbent
FORTRESS
identity locked
Enterprise Network Infrastructure · DDI — DNS/DHCP/IPAM
Active8.9/10 Mission Critical — Highest in Portfolio
TITAN
identity locked
Vertical SaaS — Real Estate · Property Management Platform
Active96% Board Penetration
BRIDGE
identity locked
Enterprise GRC · Board Management & Governance
Active3-5x Pricing Headroom
PRISM
identity locked
Enterprise Productivity · Presentation Intelligence Software
Active8.8/10 Mission Critical · Revenue 2x YoY
VANGUARD
identity locked
Enterprise SaaS · Emergency Mass Communication
New$13.3M ARR · 94% GRR · 23-26% Growth
APOLLO
identity locked
Vertical SaaS — Education · Parent Engagement Platform
Closed9.0/10 NPS
SENTINEL
Red Canary
tap to reveal →
Cybersecurity MDR · Managed Detection & Response
Closed9.2/10 Mission Critical
FLYWHEEL
Nerdio
tap to reveal
Cloud Management SaaS · Microsoft Azure Virtual Desktop Management
Closed8.6/10 Switching Difficulty
UTILITY
Conservice
tap to reveal
Vertical SaaS — PropTech · Utility Management & Billing
Same-day if covered · 14-day custom if not · $10,000 per report