Fund-Level Sourcing Infrastructure

A centralized, data-driven sourcing engine for every portfolio company.

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.

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Interactive Product Tour

One system · Data to action to pipeline · Deployable across the portfolio

System Overview

One closed-loop system, from market mapping to pipeline.

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.

LAYER 01

Pipeline & Project Command Center

Sourcing organized into structured pipelines for each portfolio company, market thesis, or geographic initiative. Centralized visibility, task tracking, and unified search across every project.

LAYER 02

Data Ingestion & Market Mapping

Large-scale scraping of company, website, and directory data. Deduplication and normalization at scale. Geographic clustering to surface density, whitespace, and full-market coverage.

LAYER 03

Structured Target Database

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.

LAYER 04

Data Transformation & Intelligence

Website parsing, classification (multi-location, independent, franchise), tagging, and scoring logic. Moves sourcing from raw data to a ranked, prioritized opportunity set.

LAYER 05

Contact Enrichment

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.

LAYER 06

Automation (Watcher System)

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.

LAYER 07

Outreach & Campaign Execution

Integrated outbound execution with campaign sequencing, email platform integration, performance tracking, and pipeline attribution. Data, action, and pipeline creation in one system.

LAYER 08

Analytics & Performance Tracking

Real-time visibility into lead counts, enrichment rates, outreach activity, and geographic performance. Benchmarking across markets and pipelines enables data-driven optimization.

What This Replaces

  • Static list providers like ZoomInfo and Apollo
  • Disconnected enrichment tools
  • Spreadsheet-based tracking
  • Siloed CRM workflows
  • Manual prioritization

What This Enables

  • Full-market visibility
  • Proprietary target ownership
  • Direct decision-maker access
  • Automated prioritization
  • Integrated outreach execution
  • Measurable pipeline creation
The Closed Loop

Every cycle compounds the fund's proprietary intelligence.

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.

A proprietary, compounding dataset that sharpens with every campaign.
Sourcing OS Closed-Loop
System
1
Map the market
2
Structure targets
3
Enrich decision-makers
4
Surface priorities
5
Execute outreach
6
Generate pipeline
7
Feed back into dataset
Get in Touch

Ready to deploy STOC's Sourcing OS across your portfolio?

Reach out directly to our team to schedule a discovery session or request a deeper walkthrough of the platform.

Lucius Burch
Lucius Burch
VP, Business Development
6200 Tennessee 100, Suite 302
Nashville, TN 37205
Nashville, TN Office
Peyton Evans
Peyton Evans
Business Development Associate
600 Baltimore Ave, Suite 205
Towson, MD 21204
Baltimore, MD Office