Capabilities

Explore companies transforming into data-first enterprises, enhancing B2C and B2B strategies, and integrating diverse data sources. Learn how AI-driven automation boosts revenue growth.

Agentic Implementation Directly Linked to Growth and Tangible ROI

Turn manual laborious tasks into permanent automation. Ideate builds agents around your existing workflows using your own data, controls, domain expertise, and business rules to execute repetitive work continuously. For example, automating form fillouts, SEO improvements, live data exports, and systematic enrichment to accelerate actionable business decisions.

1. Disparate Data Sources

GitHub
LinkedIn
ZoomInfo
S&P Global
X
Apollo.io
D&B Hoovers
TikTok
Instagram
YouTube
BoardEx
People Data Labs
Seamless.AI
Reddit
RocketReach
PitchBook
Crunchbase
DealBook

2. AI Integration + Entity Resolution

AI Integration Layer

Entity
Resolution
Identity
Matching
Deduplication
Profile
Enrichment
Unified Person +
Company Graph

Connects fragmented records across platforms
into a single actionable profile.

3. Actionable Intelligence

Full Market Trends

Market Intelligence

Work Activity

9:30 AM
11:15 AM
2:45 PM

Company Changes

People Moves

Old RoleNew Role

Relationship /
Warm Intro Paths

Unified Profiles

Create a single, 360° view of people and companies across all sources.

Cross-Platform Matching

AI-powered identity resolution connects fragmented records.

Continuous Enrichment

Automatically expand and refresh profiles with new signals.

Actionable Insights

Turn unified data into timely, actionable intelligence.

Every agent ships with its own test suite, a human review queue for low-confidence output, and a one-step rollback.

Most of the data worth having is the hardest to reach — behind an account, a rate limit, a page that actively resists automated visitors, or a layout that quietly changed last week. Those are the sources we specialize in. We maintain authenticated access where a site requires an account, work within licensing agreements where the data is commercial, and our agents adapt to redesigns instead of breaking. What reaches your systems is one clean, consistent table — catalogs, pricing, reviews, patents, filings — refreshed on the schedule you set.

Live catalog page Structured rows Tracked over time

The same model tracked across four retailers, every week. You see a competitor's price cut the week it lands, not the quarter after.

Agents provide millions of high-quality leads across custom-built archetypes (split by both ICPs, sub-sector, and geography). Employing a multi-pronged inbound & outbound approach, Ideate’s capabilities are able to improve % conversion rates as well as force-rank future customers in terms of highest $ revenue opportunity.

B2B KPIs tracked: % connect rate1mm+ net new leads% close rate # demos booked$ revenue

Source list42 of 100 fields populated
Website Location Status Company email Company phone Decision maker Direct email Direct cell LinkedIn Affinity
brightpathsis.com Huntersville, NC Prospect support@brightpathsis.com 1-888-555-0132 — — — — —
cadencelearn.io New York, NY Prospect contact@cadencelearn.io 1-916-555-0170 — — — — —
aeriondata.com Anaheim, CA Prospect info@aeriondata.com 1-800-555-0189 — — — — —
clearwireedu.com San Diego, CA Prospect — — — — — — —
gradelane.com Irving, TX Customer — 1-888-555-0196 — — — — —
sitterly.com Birmingham, AL Prospect support@sitterly.com 1-857-555-0154 — — — — —
kinderloop.io Boston, MA Prospect — — — — — — —
aruxsoft.dev Minneapolis, MN Prospect — — — — — — —
cairnsolutions.net Seminole, FL Customer — 1-508-555-0153 — — — — —
routepilot.us Westborough, MA Prospect info@routepilot.us 1-877-555-0161 — — — — —
19%Cold call connect rate
before enrichment
Agent
47%Cold call connect rate
after enrichment
3Q25 · $13mm+in incremental ARR

We built a smart, custom CRM that automated manual data sources and converted customer activities / signals into real-time business intelligence. GTM and customer success could immediately see what was working, what wasn’t, and continuously optimize pricing, messaging, and customer strategy which drove 50%+ speed to revenue through supercharging new logo & upsell conversion.

Ideate Agents Integrating Multiple Sources: Automated data feeds flow into a single source of truth

1st-party systems
Toast OpenTable Stripe Resy Uber Eats DoorDash Hive.co
3rd-party signals
Reddit YouTube Instagram TikTok Yelp Google Reviews
Location
Household income
Job title / Company info
Age and gender
Personality
Opinions / preferences
Interests, hobbies
Past purchasing behavior

Our agents continuously monitor Reddit, TikTok, X, YouTube, Instagram, and competitor sites to capture what customers are saying in real time. We score sentiment by specific themes instead of by positive or negative aggregations. And turn shifts in relevant conversation topics into actionable targeting, messaging, and pivoting business decisions. The result: active listening that resonates with your market and attacks key opportunities in live time.

Raw capture Structured rows Scored signal

Raw capture280 fields / post

  "authorMeta.name" "offgridliving"
  "authorMeta.fans" 412800
  "text" "Wait… Starlink works
       THIS well out here?? #offgrid"
  "playCount" 2400000
  "diggCount" 186300
  "commentCount" 4102
  "shareCount" 12840
  "videoMeta.dur" 23
  "isSponsored" false
  "createTimeISO" "2026-08-09T14:22Z"
  "webVideoUrl" "…/video/7401…"
Structured rows1,284 posts · 7 days
AccountCaptionPlaysLikesCommentsSentiment
O@offgridliving Starlink works THIS well in the middle of nowhere?? 2.4M186.3K4,102▲ Positive
R@rvnomadlife 1 year with Starlink in the van — honest review 986K74.2K2,881▲ Positive
C@campsidewifi Wi-Fi at camp with nothing around us — Mini setup 1.3M98.4K1,776▲ Positive
B@backcountrytech Setting up Starlink Mini in four minutes flat 642K41.9K903● Neutral
S@stormchasercam Dropped mid-storm again — third time this month 388K22.6K3,410▼ Negative
T@thefarmstead Rural internet before vs after — speed test 1.9M143K2,204▲ Positive
Scored signal
Starlink1,284 mentions · 6 platforms
Positive 68% Neutral 19% Negative 13%
▲ Coverage ▲ Portability ▼ Reliability ▼ Price
+42%mention volume
vs. prior 7 days

Ideate has built one of the world’s most robust and interconnected people-datasets, combining proprietary sources, alternative data, and career-history signals to identify where exceptional talent sits. Our talent-density analytics help companies make better hiring and retention decisions by surfacing high-performing individuals with proven career trajectories, leadership patterns, and talent clusters before they are obvious in the market.

Ideate alternative data capabilities fuse first-party company data with proprietary alternative datasets to create differentiated, near-real-time intelligence. Combining internal KPIs with transactional, geolocation, procurement, sentiment, and other external signals reveals insights neither source can produce alone. Turning a 1+1=3 data advantage into better forecasting, retention, market-share, and growth decisions.

# FTE Churned in 2025 2,000 1,980 2,040 2,110 1,930 2,050 1,890 1,995
Cumulative FTE
Cross-Talent Analysis
Salesforce HubSpot Microsoft Dynamics 365 Oracle CX SAP Customer Experience Zoho CRM Pipedrive Freshworks
Salesforce 167 142 156 113 174 139 123
HubSpot 165 129 181 117 168 134 146
Microsoft Dynamics 365 133 158 121 166 147 115 160
Oracle CX 172 137 152 126 184 141 169
SAP Customer Experience 118 145 163 128 153 120 175
Zoho CRM 177 119 148 186 142 132 159
Pipedrive 123 167 114 135 156 129 171
Freshworks 162 128 137 149 173 130 151
Incoming FTEs from Competitors 1,050 1,021 985 1,056 993 1,085 932 1,103
Outgoing FTEs to Competitors 1,014 1,040 1,000 1,081 1,002 1,063 995 1,030
Salesforce Churn to Competitor 167 142 156 113 174 139 123
% of Salesforce Churn to Competitor 8.3% 7.1% 7.8% 5.7% 8.7% 7.0% 6.2%