Sales Intelligence

Find your best-fit customers before your competitors do

Stratos drafts your ideal customer from the accounts you have already won, you refine it, and every organization in your market gets scored against it — on signals it sourced, quoted, dated, and verified. Your reps work a ranked list, not a spreadsheet.

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app.stratosintel.ai
StratosSolutionsMarketsLeadsPipelineCedar Harbor Financial
Organizations
1,047
Strong fit (75+)
55
Market
US Credit Unions
Segment
Innovation-Forward Growth CUs
Solution
Meridian Core for Credit Unions
Last run
Aug 12, 2026 · 9 days ago
Scored organizationsSorted by fit score
Salish Sea CUView detailsRequest report88
Key points
  • Perfect NAICS match (522130 Local Credit Unions) and $5.1B in assets — sits at the top of Meridian's $500M–$5B ICP sweet spot.
  • Active data hiring surge: open Data Engineering Manager role (Jun 2026, $171K) leading a new Enterprise Data Intelligence team of engineers, MDM architects, and data scientists.
  • EVP/CFO oversees Enterprise Data Intelligence, IT, Digital Services, and Lending — a single, named, data-aware budget owner and champion.
  • New CIO joined May 2026 — a fresh technology executive likely evaluating the data/analytics stack, a prime buying-trigger window.
  • Digital banking revamp underway: core migration signed Q1 for 265K members, generating member data the CU cannot yet systematically act on.
  • Known tech stack: Episys core + AWS + Power BI confirmed — Meridian has pre-built Episys connectors, minimizing IT lift.
  • Launched a member-business division in Q1 with no incumbent modernization vendor on record — commercial pipeline forming now.
Recommendation

Strong pursue — Salish Sea checks nearly every ICP and buying-trigger box: right size, right industry, an active data team build-out, a named EVP/CFO sponsor overseeing Enterprise Data Intelligence, a brand-new CIO, and a live core migration creating an urgent cross-sell activation gap. Reach out to the EVP/CFO and CIO with a targeted message framing Meridian as the activation layer that turns their growing EDI team's insights into frontline cross-sell and loan-growth workflows — directly referencing the core rollout and Episys connector as proof of minimal IT lift.

Columbia River CUView detailsRequest report71
How it works

Spend only where it pays off

What you sell is a solution. Who you sell to is a market, narrowed to a segment. How you sell is a vector — run it and it produces leads, and the ones worth pursuing become prospects. Every role you'd hire for runs as a purpose-built agent, each task matched to the right-cost model, so compute stays proportional to the work.

1
2
3
4
Load
A firmographic profile for every org in the market — the substrate you filter and segment.
Whole market
Segment
Narrow the market to accounts that fit on firmographics — before any signals are mined.
Your fit
Qualify
Score every organization in the segment against your vector — firmographics, signals, and named leadership, weighed against your solution. Metered by tier.
~3 signals
Report
A deep research dive on one prospect and its named executives — verdict, pain points, outreach approaches, contacts. Every claim cited.
100+ signals

Mining depth is governed by stopping rules, not by tier: roughly three signals is enough to qualify a lead, while a full report requires a hundred or more. Mining never runs against the whole market — only your selected segment, metered by your subscription.

Automated data engineering

Nothing advances until the data clears the bar

Lead quality is a data problem first. Stratos acquires the market, enriches every record, and verifies it on a schedule — then gates each stage of the work on whether the data behind it is actually good enough to act on.

Acquire
  • Bulk-load by industry code against live upstream counts
  • Paste, CSV, or domain list
  • Discovery finds organizations your market is missing
  • Every path lands as an observation, never a direct insert
Enrich
  • Firmographics, digital footprint, and leadership resolved per record
  • One industry answer per organization, not three vendor opinions
  • Look-alikes collapsed by a dedup ladder — ambiguous ones held for human review
Verify
  • A web check reads the open web and flags organizations that have closed
  • Records untouched in 180 days re-verified
  • Coverage gaps surfaced against upstream headroom
  • Findings persist until resolved or dismissed
Quality gatesNothing proceeds until each bar clears.
Gate 01
Market
Is this market fit to work at all?
Organization count, industry and location coverage, firmographic completeness, data hygiene, and enough filters backed by real data all clear their bars.
Gate 02
Lead
Are these accounts researched enough to score?
Every required check clears its floor across the segment's pool — measured before the vector runs, not after.
Gate 03
Prospect
Human-curated
Do we know enough about this one company to write about it?
Someone on our team confirms the account carries a firmographic profile and enough verified signal to justify a deep dive.

A gate that only complains is useless. Each one names the exact accounts falling short, the single fix that resolves them, and — for anything metered — what that fix will cost before it runs. Free fixes apply immediately. The last gate is a person, on purpose: nobody gets a report built on thin evidence.

Why Stratos

How we compare

General AI answers, a fragmented tool stack, an in-house team, or an outbound agency each solve one slice. Stratos delivers curated, fit-scored intelligence built on your market — end to end.

Stratos
Perplexity / OpenAIFragmented AI stack
Clay, WhiteWhale
Research department
TargetingFirmographic data, segmentation, and tailored lead analysis — aligned to your sales strategySurface-level web insights generalized across all industries.Point tools you wire together per step; no single strategyDepends on analyst skill and available time
ProprietaryNon-commoditized leads from a custom data source we build and curate for youCommoditized public data anyone can pull — same answers for everyoneRented 3rd-party enrichment credits; commoditized, not curatedAd-hoc internal notes; no curated, maintained source
Contextual awarenessPersistent org and people memory plus continuous monitoring of your data sources: leads, segments, signalsShallow, single-query context; no persistent or vertical memoryContext trapped in each tool; no shared org memoryAnalyst memory varies; prone to turnover loss
ScaleBuilt for millions of records, multi-source ingestion, fast refreshHigh throughput for Q&A, but no data ingestion, mapping, or pipelinesScales per seat and per credit; brittle handoffs between toolsDoes not scale; linear cost with headcount
CostPredictable subscription + performance upsideLow per query; high integration cost for real workflowsSeveral subscriptions + credits + glue work to maintainHigh (salary + time + overhead)
Pricing

Plans that scale with your market

A committed twelve-month term, billed monthly. Onboarding — market definition, the firmographic load, your initial vector, delivery setup, and training — is included at no charge.

Tier 1
Foundation

A single seat to prove out one market with the full workflow.

$3,250/ mo
billed monthly · 12-month commitment
  • 150 lead qualifications / mo
  • 6 prospect reports / mo
  • 1 user seat
  • Battle cards included
  • CSV export & monthly strategy session
  • Quarterly market refresh
  • Onboarding & vector development included
Most popular
Tier 2
Standard

A working sales team running a market at real volume.

$5,500/ mo
billed monthly · 12-month commitment
  • 500 lead qualifications / mo
  • 15 prospect reports / mo
  • Up to 5 user seats
  • CSV + CRM push delivery
  • Bi-weekly strategy sessions
  • Quarterly market refresh
  • Onboarding & vector development included
Tier 3
Enterprise

Multiple markets, a full team, and a dedicated success lead.

$9,750/ mo
billed monthly · 12-month commitment
  • 1,500 lead qualifications / mo
  • 30 prospect reports / mo
  • 10+ user seats
  • Full CRM integration
  • Dedicated CSM, weekly + on-demand
  • Quarterly market refresh
  • Onboarding & vector development included

Want to try it first? Run any tier for up to three months on an evaluation period. The $10,000 onboarding fee is due at signature and the tier fee is billed monthly — and if you sign a 12-month term before the evaluation ends, the entire onboarding fee is credited back against your subscription invoices.

Pricing details
Tier 1
Foundation
$3,250 / mo
Tier 2 · Popular
Standard
$5,500 / mo
Tier 3
Enterprise
$9,750 / mo
Lead quals / mo1505001,500
Reports / mo61530
User seats1Up to 510+
Strategy sessionsMonthlyBi-weeklyWeekly + on-demand
DeliveryCSV exportCSV + CRM pushFull CRM integration
Battle cardsIncludedIncludedIncluded
SLA supportEmail, 5 business daysPriority, 48-hrDedicated CSM
Onboarding (12-mo term)IncludedIncludedIncluded
Quarterly market refreshIncludedIncludedIncluded

Subscription fees are invoiced monthly in advance, net 15. Tier upgrades take effect at the start of the following billing cycle; downgrades apply at renewal. Every plan includes the full Stratos methodology — fit scoring, curated lead lists, prospect reports, and battle cards.

FAQ

Common questions

A qualification scores one organization against your vector — the ideal customer profile, evaluation criteria, and buying triggers Stratos drafts from the accounts you have already won, and that your team reviews and revises. It weighs the organization’s firmographics, the signals mined about it — each carrying a source, a quote, and a date — and its named leadership, against your solution. You get a fit score, the evidence behind it, and a battle card: why it fits and the recommended approach.

Ready to work your market?

Book a scoping call and we'll size your market, recommend a tier, and map your first segment.

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