Hey Albert

Sample report

Sample Wealth Intelligence Report

This is the format a HeyAlbert subscriber sees for each person: every fact cited, estimates labeled, and a verification level on each item.

This sample uses fictional people so we can show the full format.

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Rohan Mahalingam

Austin, TX · HA-SAMPLE-01

$25M+ likelyGrade AL4Dossier v3 · refreshed Oct 2026
LinkedIn · high confidence (name + company + city match)X · medium confidence (name + company match)

Co-founder and former CEO of Quillmere Systems, a logistics-software company acquired by Northfield Peak Technologies in 2023 1,2. Now an operating partner at Greyfield Lane Ventures 14 and chair of a family foundation focused on STEM education 8.

Identity & band check

Identity confidence
High: name, employer and city match across five independent sources 1,4,5,6,15
Band assessment
$25M+ likely: disclosed acquisition price plus reported share sales 2,3
Completeness
11 of 12 sections found

Net worth estimate Estimate

$45M – $80M

Founder stake estimated from the acquisition price disclosed in the acquirer's 8-K 2 and ownership reported in press coverage 11, plus acquirer shares sold per Form 4 filings 3, less estimated taxes. A HeyAlbert estimate, not a reported figure. Confidence: medium.

L3

Wealth origin Estimate

Founder liquidity from the 2023 sale of Quillmere Systems 1,2; earlier equity compensation as an engineering leader 5.

L4

Work history

  • Operating partner, Greyfield Lane Ventures · 2024 – present14,15 L3
  • Senior vice president, Northfield Peak Technologies (after the acquisition) · 2023 – 20243 L4
  • Co-founder and CEO, Quillmere Systems · 2013 – 20234,6 L4
  • Director of engineering, Brindlepath Freight Technologies · 2008 – 20135 L3
  • Software engineer, Pentavera Semiconductor · 2003 – 20085 L3

Companies owned or founded

  • Quillmere Systems: Co-founder; acquired in 2023 by Northfield Peak Technologies for a disclosed $310M1,2 L4

Education

  • MS, Computer Science, University of Texas at Austin, 20035 L3
  • B.E., Electrical Engineering, College of Engineering, Guindy, 20015 L3

Residence & home value

Austin, TX Shown at city level.

$3.2M – $3.6M Estimate

Assessed value from the 2025 public property record 7, adjusted for recent nearby sales. A HeyAlbert estimate.

L3

Family (adults)

  • Spouse: Dr. Kavya Mahalingam, dentist and practice owner12 L3
  • Brother: Listed as a trustee of the family foundation8 L2 likely

Children are never shown. HeyAlbert withholds the names of children and minors.

India ties

  • Born in Coimbatore, Tamil Nadu5 L3
  • Trustee, Kaveri Learning Trust, an education nonprofit in Tamil Nadu13 L3
  • Angel investor in two Bengaluru-based startups, per press coverage11 L2 likely

Philanthropy

  • Mahalingam Family Foundation: private foundation, established 2021; total assets $6.4M and grants paid $410K (fiscal 2023)8 L4
  • Donor at the leadership-circle level, Central Texas food bank annual report (2024)9 L3
  • Endowed graduate fellowship, university engineering school5 L3

Political signal Own-action proxy

Federal contribution records show 9 contributions totaling $14,600 to candidates of both major parties, 2020–2024 10. Leaning: mixed, no clear signal (estimate, low confidence).

Based only on this person's own recorded actions. HeyAlbert never infers views from ethnicity, religion or community.

Boards & affiliations

  • Board member, a regional STEM education nonprofit16 L3
  • Advisory board, university computer science department15 L2

SEC filings

  • Form 4 · Northfield Peak Technologies · 6 filings, Aug 2023 – Jun 20243
  • Form 8-K · Northfield Peak Technologies · Mar 20232
  • Form D · Greyfield Lane Ventures Fund I · 202414

News

  • Mar 2023 · Business journal: Northfield Peak to acquire Quillmere Systems11
  • Sep 2024 · Local newspaper: family foundation funds new STEM scholarships16

Social profiles

  • LinkedIn · high confidence: name, company and city match
  • X · medium confidence: name and company match likely

Subscribers see each profile link with its match basis.

Open questions

  • Acquirer shares retained after June 2024 cannot be determined from filings.
  • One article mentions a second home in Colorado; no property record confirms it, so it is not shown as a fact.

Change log

WhenFieldChangeSource
2026-10-02Work historyAdded: operating partner, Greyfield Lane Ventures[14]
2026-09-11Home value$3.0M → $3.2M – $3.6M (new assessment year)[7]
2026-08-20VerificationMarked Verified after second-editor sign-off—

Sources

  1. [1]Acquirer press release announcing the Quillmere Systems acquisition (2023)
  2. [2]SEC Form 8-K, Northfield Peak Technologies (2023)
  3. [3]SEC Form 4 filings, Northfield Peak Technologies (2023–2024)
  4. [4]Company website, about page (archived copy) (2015)
  5. [5]University alumni magazine profile (2019)
  6. [6]Company website, leadership page (archived copy) (2022)
  7. [7]Public property record, assessed value (2025)
  8. [8]IRS Form 990-PF, Mahalingam Family Foundation (2024 filing)
  9. [9]Food bank annual report, donor listing (2024)
  10. [10]FEC individual contribution records (2020–2024)
  11. [11]Regional business journal article (2023)
  12. [12]Dental practice website, team page (2026)
  13. [13]India-registered trust annual report (2024)
  14. [14]SEC Form D, Greyfield Lane Ventures Fund I (2024)
  15. [15]Industry conference speaker bio (2024)
  16. [16]Local newspaper article (2024)

In the app, each source opens the original public page or filing.

L1 Source capturedL2 Identity matchedL3 Editor reviewedL4 Verified by a second editorEstimate HeyAlbert estimatelikely medium-confidence match

A second, shorter profile

Not every profile is this deep. When public sources are thin, the report says so rather than filling gaps.

Dr. Anjali Sundaram

Columbus, OH · HA-SAMPLE-02

Affluent, $5–15M probableGrade BL3Dossier v1 · refreshed Sep 2026

Nephrologist and founding partner of Scioto Valley Kidney Care, a multi-site practice in central Ohio 1,2.

Net worth estimate Estimate

$6M – $11M

Practice and joint-venture interests estimated from press coverage of the joint venture 3 and the practice's published locations 2; home equity from the property record 4. Confidence: low to medium.

L3

Wealth origin Estimate

Practice ownership, plus a 2022 joint venture in outpatient dialysis centers 3.

L3

Residence & home value

Columbus, OH City level only.

$1.1M – $1.3M Estimate

Assessed value from the 2025 public property record 4. A HeyAlbert estimate.

Education

MD, The Ohio State University College of Medicine 1

Family (adults)

No verified public family information.

India ties

No public India ties found.

Philanthropy

Donor, hospital foundation honor roll (2023) 5

Political signal

No public signal.

No contribution records or other own actions found. Shown as no signal, never guessed.

Social profiles

LinkedIn · high confidence

Sources

  1. [1]University medical school alumni page (2024)
  2. [2]Practice website, physicians page (2026)
  3. [3]Regional business news article on the dialysis joint venture (2022)
  4. [4]Public property record, assessed value (2025)
  5. [5]Hospital foundation honor roll (2023)

Every live report follows the same rules: public sources only, one source per fact, estimates labeled with their basis, children never shown, residence shown at city level. See coverage & methodology and the data dictionary.

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