Capex Signals watches the sites of your named accounts every month for new pads, extensions and yard growth. You get a dated event tied to a location, ahead of the announcement.
You have a territory list and a sequence ready. Before you send it, you check the account: a search of the news, the last earnings call, the careers page, maybe a permit lookup if you know the county. An expansion turns up as a press release, a remark on a call or a trade-press story.
That is the same day every other vendor selling into that plant hears about it, and by then the pad is poured and the general contractor has picked the subs. The plant that broke ground last quarter sits on your list with no note on it.
A press release, an earnings-call remark or a trade-press story, whenever the company chooses to say something.
A monthly event when new pads, extensions or yard growth appear at a site you listed, with the date it first showed.
Deciding whether the company will talk about it, and to whom.
The sequence starts when the news does, alongside everyone else who reads the same feed.
You start it off a first-seen date, not off the announcement.
Filings, news searches, the careers page and a permit lookup, account by account.
The location, the event type and the date sit in the feed, so the research starts from something observed at the address.
A headline number in a press release, or a guess from the story.
A rough size read from the footprint growth in the imagery. It is a size, not a dollar figure.
Working out the budget behind it.
You ask, on the call, what is going on at the site and who owns it.
You ask the same questions, with a dated event in the notes to open with.
Everything from the first conversation on. Who to call, what they need, whether there is a deal.
One row per event, per account: new construction, extension or yard growth at a listed site. Delivered monthly, ready to import against the account in your CRM. This is the feed the first ledger row replaces the news check with.
The date of the earliest image that shows the change, kept on each event. This is what you time the first touch from.
An estimate of the footprint growth, from the imagery. It is a size and not a certified measurement or a dollar amount.
If a monthly pass was clouded out or the site was not visible, the feed says so. A gap is noted, never filled with a guess.
Send the named companies you track and the site address or boundary for each.
We take the first clear pass over each site as its baseline footprint. Nothing is flagged on that pass.
Each month the sites are checked against the baseline for new pads, extensions and yard growth. A clouded-out month is carried over and noted.
An event goes into that month's feed with date, location and rough size. You take it into your account research, and into the sequence.
The news tells you what the company plans and why. The imagery shows only that ground has changed, so you still read the press release when it comes, to learn what the building is for.
A footprint change is not a confirmed budget, a signed contract or a dollar figure. A pad can sit unused.
The feed reports growth in footprint. It cannot say what the building will be used for or who is buying for it.
At 0.5 m a pallet is only a couple of pixels across. A new pad, an extension or a graded yard shows up. A small lean-to, a canopy or a rooftop addition may not.
Optical imagery needs a clear day, so a monthly pass is a target. A cloudy month slips and the feed marks the gap.
Coverage is the addresses or boundaries you send. Sites you did not list are not watched, and there is no universal company coverage.
No. It reports a physical change in footprint at a site. That is a reason to call, not confirmed spend.
No. It tells you where and when ground changed. The news, when it comes, tells you what it is for. Keep both.
Put in accounts where you know of a build-out, with the dates. See whether the feed flagged it, and how the first-seen date compares with when you found out.
The pass can slip to the next clear day, and the feed carries a note on that account. It never fills the gap with a guess.
No. It sees footprint growth and nothing of purpose. A new pad could be a plant, a warehouse or a parking lot.
As rough footprint area from the imagery. It is not a certified measurement, and it is not a dollar figure.
Only sites you have listed with a known address or boundary.
It comes as a CSV keyed to the account name and site address, so anything that imports a spreadsheet can take it. We do not write into your CRM directly.
Ownership and licence terms are written into the pilot agreement before anything is ordered. If your legal team needs to review them, ask early.
We quote the pilot against your account list once we have seen it.
Send the accounts and site addresses you would put in a pilot. We will tell you straight whether the imagery can cover them.