Built for Retained Executive Search

Your $490,000
pipeline is leaking.
You can't see where.

Revenue intelligence and inbox triage for retained search partners โ€” surfaces every risk, every dollar, every draft response in under 30 seconds.

60โ€“90
minutes saved
every morning
$0K
revenue at risk
surfaced instantly
0
to a send-ready
email draft
OFFER STAGE Sarah Chen โ€” competing HCA offer, deadline Friday CRITICAL KKR board brief overdue โ€” 87 hours GHOSTING Marcus Webb โ€” backup CFO silent 5 days, $185K at stake CLIENT PRESSURE Alexandra Chen threatening competing search firm SHORTLIST James Holloway โ€” $3.2M Salesforce cliff blocking close SOURCING Raj Patel (ex-Stripe CTO) โ€” no response to 2 outreaches INVOICE Nexus 2nd installment $53K overdue โ€” 3 days NEW BIZ KKR portfolio company CEO search inbound โ€” Peter Garvin OFFER STAGE Sarah Chen โ€” competing HCA offer, deadline Friday CRITICAL KKR board brief overdue โ€” 87 hours GHOSTING Marcus Webb โ€” backup CFO silent 5 days, $185K at stake CLIENT PRESSURE Alexandra Chen threatening competing search firm SHORTLIST James Holloway โ€” $3.2M Salesforce cliff blocking close SOURCING Raj Patel (ex-Stripe CTO) โ€” no response to 2 outreaches INVOICE Nexus 2nd installment $53K overdue โ€” 3 days NEW BIZ KKR portfolio company CEO search inbound โ€” Peter Garvin

"I was spending 90 minutes every morning just figuring out which emails mattered. Meanwhile, my $175K CFO search was dying because I hadn't responded to the PE sponsor in three days."

โ€” Managing Partner, boutique retained search firm
WHY THIS EXISTS

Retained search is a $150K-per-mandate business running on a Managing Partner's inbox. Every ghosted candidate, every missed client follow-up, every stalled negotiation is six figures quietly slipping away โ€” buried under 200 emails a day.

We built this to fix that. Every command, every priority framework, every draft template is purpose-built for mandates, candidates, and fee revenue. This isn't a generic productivity tool adapted for recruiting. It was built for retained search from day one.

Everything revenue-critical.
Nothing that isn't.

๐Ÿ“‹ Morning Brief

Revenue-at-risk, ranked by dollar value

Every thread in your inbox scored, sorted, and surfaced with a specific recommended action โ€” before your first coffee.

Pipeline:$490,000 ยท 3 mandates
At risk:$255,000 (52%)
Overdue:6 partner responses
๐Ÿ”ด #1Sarah Chen offer โ€” 71h ยท $185K
๐Ÿ”ด #2KKR board brief โ€” 87h ยท $185K
๐ŸŸก #3Marcus Webb silent โ€” 118h ยท $185K
๐ŸŸก #4Holloway ghosting โ€” 97h ยท $160K
๐Ÿ’ฐ Risk Engine

Weighted revenue at risk

Every mandate scored by probability of loss, not just activity.

Vantage CFO ยท CRITICAL$138,750
Nexus CRO ยท HIGH$80,000
Cornerstone CTO ยท MEDIUM$36,250
$255,000 total at risk From one unanswered email thread
๐Ÿ‘ป Ghosting Radar

Candidates who've gone dark

Live alerts on any finalist who stops responding during interview or offer stage.

๐Ÿ‘ป
Marcus Webb
CFO ยท Vantage ยท 5 days silent
$185K
๐Ÿ‘ป
James Holloway
CRO ยท Nexus ยท 4 days silent
$160K
โ„๏ธ
Raj Patel
CTO ยท Cornerstone ยท 5 days cold
$145K
โœ‰๏ธ Draft Engine

Send-ready in seconds

Context-aware drafts for client pressure, PE board updates, candidate re-engagement, comp negotiation โ€” 8 smart templates.

0
avg. draft generation time
๐Ÿง  Intelligence Layer

"Your ATS tracks data.
This thinks about your data."

Clockwork, Crelate, Bullhorn โ€” they record what happened. This tells you what to do about it, who owes a response, and how much money is attached to every thread in your inbox.

Your ATS
Records activity
Tracks pipeline stage
Stores contact data
AI Chief of Staff
Surfaces revenue risk
Ranks what needs action
Writes the email

Three steps.
Every morning.

01
๐Ÿ“Š

Morning Brief surfaces every risk

The system reads every thread, calculates revenue-at-risk for each mandate, and generates a prioritized action list with dollar amounts attached.

02
๐Ÿง 

Intelligence scores your inbox 1โ€“10

Each thread is ranked by stage, fee size, wait time, risk level, and who owes a response. The $185K threads surface first โ€” not the ATS vendor proposals.

03
โœ‰๏ธ

Draft responses ready to send

For every critical thread, a context-aware draft is generated โ€” reads the full message history, uses real names and deal terms, sounds like you wrote it.

What Monday morning
looks like with this.

Same intelligence engine that runs the terminal demo โ€” presented as a full product dashboard. This is what 8:05am looks like when you're in control.

app.aicosearch.com โ€” Daily Brief โ€” Thu Feb 19, 2026
Daily Brief
Active Fees
$490,000
At Risk
$255,000
Mandates
3
7 URGENT ACTIONS
Pipeline Health
Vantage Health Systems
$185,000
Chief Financial Officer ยท PE-backed (KKR) ยท Healthcare
CRITICAL
Day 109 ยท Mar 1 deadline 2 finalists
โš  Sarah Chen has competing HCA offer โ€” deadline Fri Feb 20. Your response overdue 71h.
Nexus Technologies
$160,000
Chief Revenue Officer ยท Founder-led SaaS ยท Series D
AT RISK
Day 79 ยท Apr 15 deadline 4 candidates
โš  Finalist silent 97h. CEO threatened to add competing search firm.
Cornerstone Financial
$145,000
Chief Technology Officer ยท Public (NYSE: CFG) ยท Banking
ON TRACK
Day 34 ยท Jun 1 deadline 3 candidates
Critical Actions
CRITICAL
Sarah Chen โ€” Revised Offer
Your response ยท 71h ยท $185K
CRITICAL
KKR Board Update โ€” Vantage
Your response ยท 87h ยท $185K
HIGH
James Holloway โ€” Interview
Candidate silent ยท 97h ยท $160K
HIGH
Nexus CRO โ€” Client Pressure
Competing firm threatened ยท $160K
HIGH
Marcus Webb โ€” Silent Backup
Candidate silent ยท 118h ยท $185K
AI Draft โ€” T-001 ยท 3 seconds
โœ‰ Compose
Generated
To: d.mercer@vantagehealth.com

David,

Your concern is valid and I want to address it directly. Sarah reviewed the revised offer โ€” the remaining item is severance. I've proposed 12 months + 6-month change-of-control trigger and expect her response by Thursday. Marcus Webb brief to you Tuesday.

I'll call you before Friday. March 1 is still achievable.

Interactive dashboard available on desktop โ€” View Live Demo โ†’
Works where you work
โŒจ๏ธ
Terminal
Full power. Run /gm for your morning brief, /triage for inbox, /draft for emails. Every command purpose-built for search.
or
๐ŸŒ
Browser
The visual dashboard above. Same intelligence engine, same data โ€” presented as a full product view for client calls or demos.

See this with
your mandates.

15 minutes. No slides. We show you your real revenue at risk, live, with your data.

Does this replace my ATS?
No. Your ATS tracks data. This thinks about your data. It runs alongside Clockwork, Crelate, or Bullhorn โ€” it just tells you what to do with what's in there.
Is my client data secure?
Everything runs locally on your machine. No data leaves your laptop. No cloud, no API calls with client names, no third-party storage. Open source code.
How long does setup take?
15 minutes. One command to run, 10 minutes to load your mandate data. After that, you open it every morning and start with the brief.
What if I'm not technical?
You don't need to be. The setup is one terminal command. We offer done-for-you onboarding where we configure everything with your real mandates โ€” you just show up for a 30-minute walkthrough.
How is this different from ChatGPT or asking Claude directly?
ChatGPT doesn't know your mandates, your candidates, your fee structures, or your communication style. This system has persistent memory of your entire practice. It knows that Sarah Chen has a competing offer from HCA expiring Friday and that your PE sponsor needs a board update by Monday. It doesn't start from zero every time.
From demo to your desk

Set up in one session.
Running by Monday morning.

What you're seeing here is simulated data. What you get is the real thing โ€” configured with your mandates, your candidates, your inbox.

1
Install
We install the AI Chief of Staff on your machine. One command, 5 minutes.
2
Load your mandates
We input your active clients, candidates, fee structures, and timelines. The system knows your practice.
3
Connect (optional)
Gmail and Calendar integration for live inbox triage. Works without it too.
4
Configure your framework
We tune the priority scoring to how you actually think about risk and urgency.
5
Go live
Type /gm Monday morning. Your first real brief appears. Revenue at risk, ranked. Drafts ready. In control by 8:15am.
10 purpose-built commands
/gm /triage /risk /draft /pipeline /prep /weekly /close /candidate /newbiz

Runs locally โ€” your data never leaves your machine. Gets smarter the longer you use it.

Open source on GitHub โ†’