Evolved Intelligence · How it works

Find the companies and people behind your next seat.

Evolved Intelligence is the research platform from Career Evolved for executives going after their next executive, fractional or board role. It brings SEC filings, earnings calls, executive changes, M&A activity and workforce signals into one place, so you can see which companies are moving, find the people who decide, and reach out.

Ask EI in 90 seconds · 1:10 →

How it works

Five steps, from a question to a conversation.

01

Find the companies

Ask EI for companies in plain English, narrow the answer by size and location, and save it as a company list. Before you approach one, get a summary of its latest earnings call, with quotes and sources.

Video 01 · 1:10

Ask EI in 90 seconds

Ask for companies in plain English, narrow the answer by size and state, and save the result as a company list.

Watch and read the steps →
Video 03 · 1:08

Summarize an earnings call

Look up a target company in Ask EI, get a summary of its latest earnings call with quotes and sources, and save the answer to My Documents.

Watch and read the steps →
02

Spot the openings

A CFO leaves. A company makes an acquisition. Ask EI and the Company Screener filter on executive changes, M&A activity and headcount, and show the filing behind each match, so you can see where a seat may be opening.

Video 02 · 1:15

Spot the opening: companies that need a CFO

Ask EI for healthcare companies whose CFO seat is open, narrow to the industry you know, and see the filing behind each match.

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Video 10 · 1:15

Screener power filters

Filter companies by executive change, M&A activity and headcount, star the results in bulk, and keep the filters as a live list.

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03

Find the people

Turn a company list into people: choose Find leads, filter by seniority and department, and save the ones you want into My Pipeline and your own lists.

Video 05 · 1:06

From companies to people

Open a company list, choose Find leads, and narrow the people at those companies by seniority and department.

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Video 06 · 1:06

Save leads to your pipeline and lists

Save the people you want to work into My Pipeline, one at a time or several at once into a people list.

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04

Reach out

Draft a LinkedIn connection note from the lead's experience, copy it and mark it sent. For a group of leads, run a campaign: write the brief once, attach a list, and draft every due message.

Video 07 · 1:16

First outreach on LinkedIn

Add a lead's experience, draft a LinkedIn connection note, then copy it and mark it sent. EI records it (touch 1 in a campaign) and the connection shows as Requested. EI never sends anything itself: you send it from LinkedIn.

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Video 09 · 1:30

Run a campaign

Create a campaign, write its brief, attach a people list, draft every message that is due in one click, and follow the results on the scoreboard. Drafts are never sent for you.

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05

Stay on top of it

Live lists keep matching their filters and tell you what is new. Your pipeline shows who is due and who you owe a reply. The Intelligence Feed follows M&A deals and executive changes in your sector as they are filed.

Video 04 · 1:09

Company lists: fixed and live

A fixed list holds exactly the companies you put in it. A live list is a saved set of screener filters that re-runs every night and when you open it, and tells you how many companies are new since you last looked.

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Video 08 · 1:19

Follow-ups that do not slip

A campaign's due queue lists who needs you today: the next touch, a reply you owe, or a follow-up after a conversation went quiet. The sent-today counter tracks your daily target.

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Video 11 · 1:17

The Intelligence Feed

Filter the Intelligence Feed to your sector to follow M&A deals and executive changes as they are filed, then jump to your own industry.

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Toolkit

Your career toolkit

The membership also includes tools for how you present yourself: a resume reframed for one role, a rewritten LinkedIn profile, posts drafted in your voice, and one place for everything you save.

Video 12 · 1:18

Reframe your resume for a role

The Resume Studio rewrites your resume for one job description. You refine it in chat, then save it as a version or export it.

Watch and read the steps →
Video 13 · 1:12

Optimize your LinkedIn profile

The LinkedIn Optimizer rewrites your headline, About and Experience as one document, from your Executive Profile and your resume. It is saved to My Documents, and you choose which sections go back to your profile.

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Video 14 · 1:22

Draft a LinkedIn post in your voice

The Thought Leadership Engine builds a voice document from writing you have already sent. Once you approve it, the Write tab drafts posts, emails and more in that voice.

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Video 15 · 1:07

My Documents and Ask EI history

Everything you save, from resumes and LinkedIn rewrites to posts and Ask EI answers, is in My Documents. Every Ask EI conversation stays in the side rail, searchable, to pick up where you left off.

Watch and read the steps →
What's inside

The data and the tools.

Data sources

  • SEC filingsCompany filings with the SEC, including Form D funding notices.
  • Earnings callsEarnings-call transcripts for public companies.
  • Executive changesExecutive appointments and departures.
  • M&AMergers and acquisitions.
  • Workforce signalsLayoffs, hiring and WARN notices, by company.

Tools

  • Ask EIAsk questions about companies and industries in plain English.
  • ScreenerFilter companies by industry, size, funding and activity.
  • LeadsFind the executives at a company and keep them in a pipeline.
  • CampaignsOrganise outreach to a group of leads.

Start with the companies. The rest follows.

Evolved Intelligence is part of the Career Evolved membership.

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