L pipeline Dealer corporate development

CIM / Teaser Ingestion and Extraction

Reads CIMs, teasers, official announcements, registry records, branch geocodes, and dealer CRM exports into a dealer-specific rental target profile.

Close authorized-territory gaps, add power and climate plus specialty density, protect parts/service pull-through, and route out-of-perimeter targets before the team wastes cycles.

Target model

Target identity

legal_name, trade_name, hq_city, hq_region, country, target_class[], branches[]

Fleet economics

fleet_oec, weighted_fleet_age_months, dollar_utilization_pct, ebitda, ebitda_margin_pct

Dealer pull-through

customer_concentration_top10_pct, cat_serviceable_fleet_pct, dealer customer overlap, service book overlap

Controls

gates{}, pillar_scores{}, composite, action_band, matched_precedents[], findings[]

Compliance

ownership at entity level first, active-dialogue flag, source license, audit event, reviewer adoption

Systems

rms_platform, branch geocode, ERP/RMS feed status, CRM process stage, registry corroboration

Deployment tiers

Tier 1 - Days 1-14Export and public signal

Dealer thesis, authorized-territory map, pipeline export, official-source monitoring, registry corroboration, trade press, and branch geocoding.

Target universe assembled / Perimeter and concentration gates active / Strategic and territory pillar live / First-pass cross-sell estimate from customer-book export

Tier 2 - Days 15-45Documents and enrichment

Fleet schedules, used-equipment listings, management accounts, commercial M&A data, and initial RMS exports.

Fleet Quality becomes real / Commercial and Financial pillar moves from estimate to scored / Remaining gates run with source evidence / Precedent matching attached to target dossiers

Tier 3 - Days 45-90Internal integration and APIs

Dealer CRM, service history, parts and used systems, ERP/RMS feeds, telematics, and continuous banked-process monitoring.

Cross-Sell Pull-Through becomes measured / Utilization and fleet age update from live feeds / Banked-process timing runs continuously / Board and advance memos cite adopted records only

Target classes

Temporary power and climateHigh

Generators, load banks, chillers, air handling, and uptime service adjacency.

Heavy rents / earthmovingHigh

Core Cat iron with strong parts and service pull-through.

Aerial / accessModerate

Higher-margin specialty; service pull depends on OEM mix.

Pumps and dewateringModerate to high

Industrial, storm-response, and genset-adjacent demand.

Trench safety / shoringLow

Regulation-driven growth with weaker direct Cat content.

Compact / general toolLow to moderate

Value is territory, branch density, and customer book.

Modular / site servicesLow

Adjacent site logistics and accommodation services.

Fleet-management technologyCapability buy

Separate technology track for RMS, telematics, uptime, and inspection data.

Operating logic dealer edition

No model math: 25 / 25 / 20 / 20 / 10 weights are visible and deterministic.

Failed gates are named, held, or routed before a target enters the ranked list.

Advance memos cite matched Cat dealer precedents rather than unsupported generic multiples.

Evidence coverage source-linked

Dealer CRM and pipeline export95 pct

Authorized territory and branch map88 pct

Precedent transaction library26 records