controlthrive

PA-OS · closed beta

The operating system for placement agents.

Search, standardization, matching, campaigns, and reporting — one agent, one chat, on top of the CRM you already use. Every claim carries a receipt back to its source.

  1. Source
  2. Standardize
  3. Match
  4. Campaigns
  5. Report
Investor discovery · Project Meridian 8 reviewable of 12 found · 19 Jul 2026
Open mandate

4 candidates withheld — no source evidence, so PA-OS won’t present them for approval.

  • 1
    Rockmont Family Office New
    €20M avg check · EU real estate · Helsinki
    ✓In pipeline Open
  • 2
    Aldwych Capital Office New
    €10–30M · value-add RE · London
    Pass
  • 5
    Talstein Multi-Family Office New
    €15M avg · diversified · Zurich
    ✕Passed Reconsider
Request access closed beta · for placement agents & independent bankers