For professional capital
Which wave is inflecting — and why now.
IdeaNavigator Pro is theme-level thesis origination for people who deploy capital: a demand-inflection read on every vertical, a graded, non-cherry-picked track record, and per-vertical why-now briefs — the middle ground the incumbents leave open, between company databases and company-level growth signals. Built on the same engine that publishes the public site, aimed at a decision worth more than the seat.
Why it's credible
Four things institutions actually buy.
Coverage, freshness, a defensible signal, and proof — not vibes. Every number here is live from the same public data you can hash yourself.
The track record is deliberately honest: 10/157 predictions have reached their judgment date, so the public hit rate is still provisional — the calibration is measured, not claimed. That auditability is the point.
The wedge
The middle the incumbents leave open.
| Layer | Who owns it | Answers |
|---|---|---|
| Company databases | PitchBook, CB Insights | "Which companies exist, who funded them" |
| Company-level growth signals | Harmonic, Specter, CrustData | "Which company is ramping, 3–6 months pre-raise" |
| Theme-level why-now | IdeaNavigator Pro | "Which wave to ride, what to build or buy, and why now" |
Deal sourcing has shifted to always-on signal monitoring, but nobody owns the theme level — the question a searcher, sponsor, or innovation team actually starts from.
Who it's for
Built for capital that's too thesis-driven for a $30k seat.
Search funds & ETA
A defensible “why now” for a thesis before committing 3–6 months of search.
Independent sponsors
Theme-level demand inflection to shape where to hunt — below a $30k PitchBook seat.
CVC & corporate innovation
Early read on which waves are opening vs. crowding, with a source trail.
Accelerators & studios
A calibrated, non-cherry-picked opportunity map to steer batches and builds.
Access & tiers
Indicative tiers.
This is early access — pricing is scoped per mandate. Tell us what you deploy against and we'll shape the right cut.
Scout
Solo searcher / independent sponsor
- The full Heat board — demand inflection & growth velocity by vertical
- The graded, provenance-backed track record
- Reflexivity typing (publish-vs-protect) on every call
- The weekly why-now thesis brief
Firm
Search fund · small CVC · accelerator
- Everything in Scout
- Custom vertical thesis briefs on request
- The full intelligence graph + change ledger
- Structured data export
Enterprise
Multi-seat institution
- Everything in Firm
- A per-query MCP API for your own agents
- Priority coverage requests
- Multi-seat access
How access works. Pro is a gated area protected at the server, with one
credential per client — no accounts to create, no personal data collected, consistent with the
site's privacy-first posture. Request access and we'll provision a login.