Crossover Catalyst
The only intelligence library that serves both sides of the same deal.
Crossover Catalyst
One evidence base. Each party builds from it.
Collected independently. Uncoached by any party. The same verbatims power the mandate pitch, the CIM, and the IC memo.
Investor
Catalyst Conviction Brief
Conviction before the first founder call. 6–12 months before the process opens.
Operator
Catalyst Preemptive CIM
Surface your weaknesses before buyers do. Enter diligence with the rebuttal already built.
Investor
Commercial Due Diligence
Diligence that starts from conviction, not from zero.
Operator
Catalyst CIM
A CIM where every claim is pre-validated by independent customer verbatims.
Every party enters the room with the same evidence base.
No restarts. No surprises. No retrades at the eleventh hour.
Nerdio's $500M round. one verbatim truth layer, the bank's mandate, the investor's conviction, the operator's outcome.
When every party is working from the same truth,
they don't just negotiate. They transact. That's Crossover Catalyst.
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