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Daily brief
Help me learn about a new vertical
How do I find warm intros with DealTree?
How do I go from a thesis to a researched target list?
Learn more about using DealTree
New conversationSouthern Plains HVAC thesis
Founder-owned HVAC and refrigeration contractors in Oklahoma, Kansas and Texas, $10–40M revenue.
Here is your thesis as criteria. I set up Southern Plains HVAC Platform to screen against them.
Requirements
Sector
HVAC and refrigeration contractors
Revenue
$10M to $40M
Location
Oklahoma, Kansas, Texas
Ownership
Founder-owned, Family-owned
Preferences
Owner nearing retirement
Owner is 60+ or has signalled a succession plan
Recurring service revenue
Maintenance agreements are a meaningful share
What are we looking for?
Overview
Prospects
+
Shrink to drawer
View
Scope
Companies
Decision makers
Southern Plains HVAC Platform (Whole project)
Search companies
···Qualified · 8
Filtered out · 2
All · 12
Archived · 0
Export all 8
Company
Fit
Stage
Access
Location
Industry
Ownership
Owner
Bluestem warm intro
Draft intro requests for the three Bluestem decision makers.
Three drafts are ready to review.
3 drafts readyNot sent.
Gary Whitlock · Owner & PresidentWarm introduction request · via Benjamin Ortiz
Review draft
Marcus Hale · CFOWarm introduction request · via Benjamin Ortiz
Review draft
Elena Ruiz · COOConnection check · via Benjamin Ortiz
Review draft
Used about 1% of AI research (estimated 1–2%)
What are we looking for?
Back to routes
Draft 1 of 3Warm introduction request
Message
ToBenjamin Ortizbenjamin.ortiz@example.com · Likely email, not verified
Subject
Could you introduce me to Gary Whitlock?
Body
Open in mail app
Opened in your mail app · you send it
Deals
Every deal your firm has flagged, across every project.
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Identified2+
Researched2+
Outreaching3+
Engaged0+
Nurturing1+
Bluestem Mechanical Services moved to Engaged. Gary Whitlock replied to your intro.