Search by titleFilter by seniorityReturn the people
Ready to dialExample
Jordan ExampleCFO · Example Co
CFO at Example CoFound
Sales · senior leaderSenior
Austin, United StatesLocation
Right person
Built for reaching finance leaders
A selection of teams in financial services & fintech using Forager for people search · plus other teams in financial services & fintechSelected teams using Forager for people search
Deep Lake
QuruAI
For financial services & fintech teams
The job
Let dealmakers build private-company target lists, attach owners and leadership, and find best-fit buyers for sell-side mandates.
When
An M&A advisor or PE associate starts a buy-side screen or a sell-side mandate.
Outcome
Dealmakers build target long lists in minutes instead of weeks and run broader buyer outreach.
Who evaluates people search at financial services & fintech teams, and what they are judged on
Product manager who owns the enrichment feature: judged on what users see when they open a record
Engineering lead integrating the API: judged on response time and errors they can route on
Partnerships or data lead managing vendors: judged on cost per valid result
A selection of teams in financial services & fintech using Forager for people search · plus other teams in financial services & fintechSelected teams using Forager for people search
Dynasty Financial Partners
Internal use
Firm that helps financial advisors build and grow independent practices.
FP&A platform that unifies financial data for planning and reporting.
Monk
Embedded in a platform
Accounts-receivable automation platform for scaling B2B companies.
QuruAI
VC & PE research
Expert-research platform that matches a research thesis to operators and practitioners for AI-led interviews.
Kalkine
Internal use
Equities research publisher.
“Forager leads in accuracy across all regions, Forager's dual strength in accuracy and volume makes it a powerhouse for sales teams that are targeting businesses around the globe.”
ClayStefan K.Data Partnerships
800M+people
65M+companies
How to test it
Test people search on your own sample
Pull a sample. Take profiles your users looked up last week.
Run it. Use a self-serve key, or book a demo and send us the list.
Measure what your users feel. Connect rate for mobiles, bounces for emails, and whether the right person answers.
How do financial services and fintech companies use Forager people search?
⌄
Let dealmakers build private-company target lists, attach owners and leadership, and find best-fit buyers for sell-side mandates. Find the people who hold a role at target companies, filtered by title, seniority, department and location. This page walks through 3 workflows with the exact steps.
What does people search cost for financial services and fintech companies?
⌄
People search: people search 1 credit per request and people search: role details 1 credit per request, charged whether or not data comes back. 1,000 search requests use 1,000 credits: about $13 of Starter credits month to month, or about $10 on Pro with yearly billing. Self-serve plans are Starter, Growth, Pro and Scale. See plans and prices
Which financial services and fintech workflows use people search?
⌄
Power private-market deal sourcing and buyer lists with a company feed, find the right accounts-payable contact when an invoice has no billing contact and prospect finance leaders when companies hire their first finance-ops role. Each is on this page with its trigger, steps and outcome.
How do I find owners of private companies contact?
⌄
Screen private companies in company_feed (industry, employees, location, founded date). Attach owners and leadership from people_feed.
What inputs does it take and what does it return?
⌄
You send fund thesis keywords, region and company size range. You get back work_email, acquirer list, AP contact and CEO, CFO or founder, from POST /person_role_search/, as JSON.
Am I charged when nothing is found?
⌄
Yes. People search is charged per request, whether or not data comes back. Only mobile and email lookups are free when nothing is found, so try your inputs on a small run before you scale.
Can financial services and fintech companies test people search for free?
⌄
Yes. Create a free account at app.forager.ai: it comes with $5 in free credits and an API key, and there is no credit card to sign up. Run it on records you already know, or book a demo and send us a list: we run it and show you what we find.
How do I find accounts payable contact at a company?
⌄
Check the existing contact's role with POST /person_detail_lookup/ (role_is_current). Search AP/finance roles at the debtor with POST /person_role_search/ (organization_domains, role_title "accounts payable" OR controller).
How do you check data quality?
⌄
The test that counts is your own: send a list of profiles you care about. We run it and show you what we find, number by number, so you can measure hit rate and connect rate yourself.
How is a people search API different from searching profiles by hand?
⌄
Searching by hand works for a handful of accounts. A people search API filters by title, seniority, department and location across your target companies in one request, returns people your product can act on, and hands off to a contact lookup for the mobile or email.
Where can I use Forager people search?
⌄
Native in Clay, partner-built in Deepline and Cargo and called through the API from your own code. Everything else connects through the REST API with one API key.
Do I need a subscription?
⌄
Not to test: a free account comes with $5 in credits. To keep using people search, choose a monthly or yearly plan. Monthly plans cancel anytime and unused credits roll over; yearly plans grant all credits upfront and cost 10% less. Larger volumes are agreed with our team.
Written answers are not available right now. The matching pages above still help, or book a demo and ask the team.