Sourcing OS, the platform powering STOC's Corporate Development Support (CDS) offering, replaces fragmented, rep-driven business development with a closed-loop system that maps entire markets, enriches decision-makers, automates prioritization, and executes outreach from a single source of truth.
One system · Data to action to pipeline · Deployable across the portfolio
Sourcing OS is the fully integrated infrastructure behind STOC's CDS offering, built for private equity funds and operating platforms. It maps entire markets at scale, structures all relevant acquisition targets, enriches owner and operator data, automates prioritization and outreach, and tracks pipeline creation across every portfolio company in one place.
Sourcing organized into structured pipelines for each portfolio company, market thesis, or geographic initiative. Centralized visibility, task tracking, and unified search across every project.
Large-scale scraping of company, website, and directory data. Deduplication and normalization at scale. Geographic clustering to surface density, whitespace, and full-market coverage.
Every company consolidated into a clean, proprietary dataset scaling from 10k to 100k+ targets. Standardized fields, advanced filtering, and segmentation owned entirely by the fund.
Website parsing, classification (multi-location, independent, franchise), tagging, and scoring logic. Moves sourcing from raw data to a ranked, prioritized opportunity set.
Owner and operator identification, LinkedIn profile matching, work email and phone enrichment. Every target tied to outreach-ready decision-makers with status tracking end to end.
Rule-based triggers that continuously monitor the dataset, assign leads, route opportunities, and schedule campaigns. Always-on activation that is system-driven, not rep-dependent.
Integrated outbound execution with campaign sequencing, email platform integration, performance tracking, and pipeline attribution. Data, action, and pipeline creation in one system.
Real-time visibility into lead counts, enrichment rates, outreach activity, and geographic performance. Benchmarking across markets and pipelines enables data-driven optimization.
Every interaction feeds the system. Targets identified, contacts enriched, emails sent, and responses tracked all return to the dataset, continuously improving targeting, prioritization, and conversion across the entire portfolio.
Reach out directly to our team to schedule a discovery session or request a deeper walkthrough of the platform.