DELVEin Intelligence Suite

Market
Intel.

Every rep. Every account. Walk-in ready. AI-generated intelligence. Company depth first, executive playbook ready.

The traditional approach
6 weeks
of research

AI brought it down to minutes. It's still five web results and an educated guess. Running the same prompts your competitor ran this morning, giving you the same results they received.

ISAP in the CYBE^R® Portal
ISAP — Intelligent Sales Account Plan

30 seconds > 6 weeks.

Your rep walks in with a complete account plan, generated on demand. Turns out that you doing less work does produce better results. Don't tell your boss.

01. The Company

The full
company picture.

Organizational context, known breaches, regulatory exposure, competitive posture, and buying signals. Everything that tells your rep why this company buys, what they fear, and where you fit. Before the first call.

02. The People

Who's who
in the room.

Verified executive profiles that show where each person sits in the buying process: tenure, background, and decision-making role. Not biographies. The full playbook on how to engage each exec lives in Battlecards.

03. The Approach

Your angle.
Already written.

Curated talking points, entry angles, and objection anticipators, derived from what we know about this account. Not what a generic model guesses about their industry.

04. Delivered

On demand.
In the portal.

Generated when you need it, available to your entire team the moment it's ready. One source of truth. No email attachments. No research debt. No guessing. We told you 30 seconds was enough.

Fortis Health Systems
📍 Houston, TX · 🏥 Healthcare · IDN · 👥 8,400+ · PRIVATE
Actions
🏢Company Deep Dive
Field Intelligence: Fortis is under active OCR review following the Apr 2024 Epic MyChart breach. $40M digital transformation budget confirmed for Q3. Procurement is open now.
Digital Transformation
$40M board-approved · Q3 2026 · Procurement open
OCR Compliance Remediation
HIPAA enforcement review active · Board visibility
1
Data Breach · Epic MyChart Integration
847K patient records exposed · Apr 2024 · OCR notified
2
HIPAA Enforcement Action
OCR compliance review initiated · Jan 2025 · Active
👤Executives Mapped
DP
David Park
Chief Information Security Officer
JW
Jennifer Walsh
VP Information Technology
MR
Marcus Rivera
Chief Technology Officer
📋Your Approach · MEDDIC
M OCR remediation: active compliance risk with board visibility
E Walsh · $40M Q3 budget authority · Fiscal year closes Q4
D Park decides unilaterally post-POC · Technical review first

Lead with the OCR enforcement action. Park has been briefed internally but the organization hasn't responded publicly. This is an open window. Reference the MyChart breach timeline to establish credibility before pivoting to solution fit. Do not open with product.

Open: "I noticed the OCR letter from January. Has your team moved on that?" Hold your product. Let him ask what you do.
The person across the table has a mandate, a career history, and a filter every vendor gets put through. Now your rep knows it first.
Battlecard in the CYBE^R® Portal
Battlecard — Intelligent Sales Account Plan Card

Walk in ready.
Every time.

The exec-level playbook that goes past the profile. How to talk to them, what motivates them, and what blows up the conversation before it starts.

01. The Company

Know the
landscape.

Company profile, active risk signals, compliance exposure, and procurement status: everything your rep needs to understand why this account is in play right now.

02. The Playbook

Coaching
built in.

What to lead with, what to hold back, and exactly how this exec makes decisions. Structured coaching built from their environment and woven into your sales process. Your rep walks in with a plan, not a pitch.

03. What Not to Say

Landmine
questions.

The specific questions, framings, and assumptions that will end the conversation early. Knowing what to avoid is sometimes worth more than knowing what to say.

04. How They Buy

Their decision
style.

How this exec makes decisions, who influences them, and what they need to feel confident moving forward, built from their history and public record. Not a template.

David Park
David Park
Chief Information Security Officer · 14yr healthcare IT
Fortis Health Systems
Battlecard
Account Context
Strategic landscape before you engage
Company
Healthcare IDN · 8,400 employees · Epic EHR. $40M digital transformation confirmed Q3 2026. Procurement open.
Risk Signals
847K records exposed Apr 2024. HIPAA OCR enforcement active. Vendor-driven cloud migration underway.
Compliance
HIPAA · HITECH · SOC 2 Type II. OCR remediation in progress. Board-level visibility.
Coaching Tips
Built on MEDDIC
Metrics
Lead with breach-probability reduction. He measures ROI in OCR audit outcomes. Not feature counts.
Economic Buyer
Walsh owns the $40M budget but defers security direction to Park. Never skip Park to reach Walsh.
Decision
No POC = no deal. First meeting is the audition. Prove you know his environment before pitching.
Identify Pain
Reference the OCR letter date and MyChart breach timeline by name. Vague threats won't land.
Champion
Auditor archetype. Lead with findings, not product. He needs to feel like the expert, not the buyer.
Competition
Two vendors in evaluation. First to demonstrate a specific finding about his environment wins the meeting.
Landmine Questions
Questions to avoid and how to redirect
"What are other CISOs doing about this?"
Redirect: "What's your concern: following the market, or closing a specific gap in your environment?"
"Can you run a quick proof of concept?"
He means prove it in 90 seconds. Lead with a specific finding first. The POC comes after he's engaged.
"Our platform uses AI to..."
Hold AI until he asks. He's been burned by AI theater. Lead with the intelligence, not the model.
Quick Pitch
Use as your opening. Adapt to the moment.
"
David, I pulled the OCR filing from January and noticed the remediation timeline. We mapped three specific coverage gaps in your Epic environment your current stack doesn't address. Worth ten minutes?
Process Technical POC required. No POC, no deal. Park decides alone; committee-informed.
Timeline Budget cycle closes Q4. Decision window is now.
Influence Rivera (CTO) is technical gate. Walsh releases the $40M budget.
Zenith Intelligence

The engine
under the hood.

Every ISAP and Battlecard runs on a proprietary intelligence layer stacked on top of the AI model. Here's exactly what goes into building it.

01
01 · Collect 0 tokens of raw intelligence ingested

An ocean of research

~1.4 billion tokens from 428,237 curated sources: SEC filings, regulatory databases, breach disclosure records, executive career histories, conference transcripts, press releases, social media, and years of proprietary OS-INT research. Not a Google search. Not a Wikipedia scrape. Collected, cleaned, and categorized at a scale that makes a generic AI's training data look like a pamphlet.

9,822
Executives
3,464
Companies
3.5M+ sources referenced
428K+ curated records
5.9M+ observations extracted
02
02 · Distill 0 Expertise Briefs built at depth

All signal. No noise.

This is the proprietary part. Each Expertise Brief is a hyper-focused research dossier on exactly one thing: a regulation, an industry, a business model archetype, a technology, an Executive persona. Not a summary: a deep, current, verifiable layer of specialist knowledge no general AI has access to. We built each one at depth. Every relevant brief goes into your plan at generation time.

A general AI Agent knows a little about everything. Zenith adds deep, current, verifiable expertise about exactly what closes this deal, and shows its work.

03
03 · Layer 0 tokens of deep account-specific research

Stacked on the AI

The briefs + live account research layer on top of the model at generation time. Not pre-loaded into a general model. Added at the moment of generation, so every plan gets the exact research that's relevant to that account, that exec, that deal.

04
04 · Deliver

The difference at the door.

Generic AI 10,000 tokens

of current, account-specific research. Something plausible and completely unverifiable. Your rep cannot walk into a CISO meeting on a confident guess dressed up as intelligence.

DELVEin Zenith 1.4B+ tokens

of curated research spanning named breaches, dated leadership changes, company records, social media, resume analysis, press releases, conference talks, and more, layered with 116 Expertise Briefs and deep account research on your specific target. Sourced. Not guessed. Curated, distilled, and added on top of frontier models.

THE SHORT VERSION

TL;DR

We built an obsessively large research and field marketing system, read the documents, and wrote the account plan. Your rep walks in looking like they spent six weeks on this account. Thanks to you, they spent about 30 sec.

Don't tell your prospect.