Data Room AI Launches “Trusted Advisor Agent”
- Corey Solivan
- Oct 26
- 4 min read
Updated: Nov 3
Naples, FL – October 25, 2025 — Data Room AI (DRAI) today announced the release of the Trusted Advisor Agent, a breakthrough in relationship intelligence automation that helps growth leaders, BD strategists, and engagement teams transform research into evidence-based, persona-specific nurturing campaigns.
The Trusted Advisor Agent bridges the gap between insight and influence—translating validated data into communication blueprints that strengthen relationships, elevate brand authority, and align every touchpoint to mission priorities.
“The Trusted Advisor Agent is more than a marketing tool — it’s a relationship intelligence system,” said Corey Solivan, Founder & CEO of Data Room AI.“It doesn’t just tell you who to contact; it tells you why, when, and how — backed by proof, mapped to mission, and built for trust.”
Purpose: From Intelligence to Influence
The Trusted Advisor Agent turns DRAI’s deep-dive research (from Dossier and Strategist outputs) into structured engagement strategies built around real humans — not databases.
It enables users to:
Identify and map key personas across target agencies, partners, and missions.
Fill in every data gap through recursive, verified web lookups (no blanks, no “unknowns”).
Generate complete nurture campaigns — fully drafted, cited, and sequenced.
Align every communication with mission goals, values, and cultural language.
Core Philosophy: “Never Generic. Always Grounded.”
How It Works
1) Discovery & Guidance
The agent begins by capturing the user’s mission statement or goal (e.g., “Advance RSLV adoption across NASA, USAF, and allied space partners.”).It then analyzes relevant GovEntity Dossier and Strategist outputs to identify:
Target agencies and program offices
Buyer and influencer personas
Strategic pain points, priorities, and decision criteria
CAMs, win themes, and cultural context
Result: a mission-aligned engagement plan built on what truly matters to the customer.
2) Persona Mapping — No Blanks, No Guesswork
The agent constructs a Persona Map Table, a fully cited, validated contact matrix.
Name | Title | Org | Drivers | Pain Points | CAMs | Comms Pref | Influence | Initiative | Source |
Dr. Alicia Warren | Director, Launch Systems Integration | NASA | Reduce launch risk; foster partnerships | Schedule slips in payload testing | “Mission Continuity” | Email + Decks | Decision-Maker | Artemis Reusability | NASA.gov / LinkedIn |
Lt. Col. David Reiss | Chief, Space Acquisition Programs | USSF | Accelerate orbit cadence | Cost growth in contracts | “Innovation Reliability” | Secure Messaging | Influencer | SSC Rapid Launch | AFMC Careers / SpaceNews |
Every field is verified using multi-source lookups under the Agent’s gap_fill_rules — with transparent notes for unavailable data.
Example: “Not publicly available as of Oct 2025 — recommend contacting SSC Acquisition Office or reviewing SBIR FY25 Call #2407.”
3) Nurture Campaign Blueprint (Per Persona)
Once personas are validated, the Trusted Advisor builds a sequenced engagement plan for each — tailored to influence level, communication preference, and mission alignment.
Example Output — Lt. Col. David Reiss, USSF:
Day 0: Personalized email with technical summary link
Day 3: Follow-up email with performance metrics chart
Day 10: Call script — “Launch Readiness KPIs”
Day 30: Nurture message with Blue Paper attachment
Quarterly: Briefing update on RSLV outcomes
Sample Initial Contact Email:
Subject: Delivering Mission Continuity through Reusable Launch Platforms
Lt. Col. Reiss,Building on your leadership in rapid orbit readiness, we wanted to share results from our RSLV trials that reduced launch prep time by 41%.These results align directly with SSC’s Rapid Launch objectives.
We’d welcome a 20-minute discussion to explore how these advancements can enhance continuity within your FY26 milestones.— The DRAI Space Systems Team
All assets—emails, scripts, decks, and whitepapers—are pre-tagged with persona drivers, evaluation factors, and CAMs to ensure strategic and tactical consistency.
4) Continuous Customization
After generation, users can:
Request all persona campaigns at once or incrementally
Adjust tone (technical, visionary, executive)
Edit by communication type (email, phone, deck, or paper)
Regenerate campaigns as goals evolve
The Agent iteratively learns and refines for precision alignment with each client’s relationship ecosystem.
Deliverables
Output | Description | Format |
Persona Map Table | Fully cited contact list | Markdown / XLSX |
Nurture Blueprint | Sequenced outreach plan | DOCX / PDF |
Draft Outreach Assets | Emails, scripts, briefs | DOCX / Markdown |
Campaign Timeline | Engagement calendar (Day 0–Qtrly) | CSV / ICS |
Key Benefits
Stakeholder | Value Delivered |
Executives | Visibility into engagement strategy and relationship depth |
Capture Managers | Mission-aligned nurture playbooks built before RFPs |
Sales / BD Teams | Persona-specific messaging that resonates |
Marketing Teams | Verified, data-backed content—no templates, no fluff |
“It’s the end of guesswork. Every message is evidence-based and purpose-built,” said Solivan.
Technical Highlights
Environment: DRAI Commercial Secure Workspace (AWS GovCloud)
Language Model: GPT fine-tuned for citation verification, reasoning clarity
Temperature: fact-based precision-tuned
Web Search: Active (citation validation & updates)
Availability
The Trusted Advisor Agent is now available via the Data Room AI Agentic-AI Marketplace for commercial and federal clients.Hosted in AWS GovCloud, DRAI provides CMMC-compliant, mission-ready automation for every phase of customer and partner engagement.
Visit https://drai-commercial.com to learn more or request a workspace demo.
About Data Room AI
Data Room AI (DRAI) builds intelligent automation agents that transform research, strategy, and storytelling into competitive advantage. From opportunity analysis to relationship cultivation, DRAI’s mission is to make human connection scalable, authentic, and measurable.
From Data Chaos to Decision Clarity.
Media Contact
Corey Solivan
Founder & CEO
Data Room AI (DRAI)
TL;DR
The Trusted Advisor Agent transforms intelligence into influence—mapping every key contact, filling every data gap, and generating mission-aligned nurture campaigns that build authentic relationships. No templates. No blanks. Just trust, truth, and traction.
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