Government Contractor Signals
You see the revenue before quarterly reports
Analysts model municipal revenue top-down from budget allocations. I read it bottom-up from the actual payment records, 2,500+ municipalities, every day. When a municipality pays AECOM for engineering services, that transaction appears in the check register weeks before it appears in quarterly revenue.
Waste Management (WM): Entity Resolution Across 111 Municipalities
1,099 sightings across 28 states. Contract extensions, competitive displacement, recurring payments, and regulatory signals for a single ticker, extracted from public meeting minutes and check registers.
Two signal layers
Check registers and AP data. Who's getting paid now. Direct vendor payments from municipal governments, entity-resolved to public tickers with amounts, dates, and categories. If a town is paying a company, that's revenue.
Building permits. Who's about to get paid. 43,000+ structured permit records showing which contractors are winning work and where construction is accelerating. Permits lead earnings by 3-6 months. The combination surfaces revenue acceleration and deceleration signals that top-down models miss.
Sample contractor signals
50 entity-resolved signals showing vendor names, tickers, document types, and context.
Infrastructure Equity Signals
One-pager with real examples from the current pipeline.
See what your tickers look like in municipal data
Tell me which tickers or sectors you cover and I'll show you what the payment records reveal.
Book a 15-minute data review or matt@municipalalpha.com