DFX Real Estate Intelligence MCP

Turn a street address into canonical DFX object ids, with the match basis and any ambiguity stated. Returns typed objects: a 'property' (national federal programme multifamily) and/or a 'parcel' (Massachusetts assessor and registry layer). These are separate populations that barely overlap, so an address may return one, the other, or both. Free. The ids returned are the canonical property and parc

Turn an owner, manager, lender or servicer name into canonical DFX entity ids. A name is treated as a blocking key and never as an identity, so all candidates are returned rather than a guess. Free. Person lookup is deliberately not offered.

Two directions from one call. A PROPERTY dfx_id returns the tenants observed at that building: tenant name and dfx_id, occupancy class, leased area, share of the property, and the lease expiration date where the source discloses one. A COMPANY dfx_id returns where that company is observed to operate. company with address (plus city and state) checks ONE claim: does DFX hold this company at thi

Given a DFX id, return current state, dated events, ownership and management relationships, debt with maturity dates and maturity basis, recorded sales with consideration plus registry book and page, and the provenance of each. Sales carry BOTH the instrument total and this parcel's allocated share, because a deed repeats its full price on every parcel it covers. Free. THIS IS ALSO THE PARCEL LOOK

Dated events over US properties and parcels, with provenance and a human-readable headline. Covers LIHTC compliance period endings (the Year 15 recapitalisation trigger, 11,956 of them), HUD subsidy contract expiries (4,721), scheduled loan maturities (3,298) now national rather than Massachusetts, CMBS distress and workout reporting (3,041 delinquency flags across 26 states, 123 foreclosures acro

Search 4,313 FDIC-insured banks by their commercial real estate book at the June 2026 call report: total CRE, construction and multifamily in dollars and against equity and assets, noncurrent and net charge-off ratios, ROA, and two screens against the 2006 Interagency CRE guidance (construction over 100%, total CRE over 300%). For 4,242 of them, UBPR's peer-group and national percentile RANKS on t

Search HUD's project-level Picture of Subsidized Households: 29,455 subsidised projects nationally, one row per project and programme, with units AVAILABLE (HUD's subsidised units available, which excludes units offline for rehab or disposition; occupancy is measured against these, so 100% of 20 available can be 20 of 50 built), occupied units, occupancy percent, MONTHS ON THE WAITING LIST, averag

Search the assessor parcel layer with filters instead of one exact address. Filter by state, municipality, assessor land use code, owner-occupancy, tax-exempt status, year built and assessed value range; results carry assessed value, gross building area, assessed value per square foot, the annual tax and the year built. This is the way to ask a QUESTION of the parcel layer without an address in ha

Takes an objective in natural language and returns whether DFX can help, the tool name and arguments that answer it, and a free sample of the result. Says no clearly when the answer is no. Accepts objectives that do not yet map to a specific query. READ ONLY, and the annotation means it: nothing is created, nothing you or anyone else can read back is changed. The question itself is kept in DFX's o

A feed of what is NEW since a cursor, ordered by when DFX learned it rather than by when it happened. The first call, made without a cursor, returns ZERO events and a starting position by design; a later call with that cursor returns what DFX learned in between. It answers what is new, not what exists. Filter by event type, state, or a specific property or parcel id. Deterministic and indexed, so

Free, keyless and unauthenticated. Returns the LOAN rather than the event: for one US state and one forward window, up to 200 loans with maturity date, original and current principal, interest rate, lender name, instrument type, origination date and the secured property's address, deduplicated to one row per loan and ordered by maturity. Every maturity_basis is 'confirmed': 19,821 of 19,821 loans

Measured coverage, served sources, object types and the known gaps stated plainly, including where geography is a single state and where nothing carries a calibrated probability. It separates an empty result from an absent market. With NO arguments: the full grid, every event family, every state, measured. With state and/or event_type: a direct verdict on that one slice (COVERED, NOT_COVERED o

Family offices as compact cards: class (single, multi, embedded...) with confidence, whether they invest directly, sectors and asset classes on record, check size where stated, direct investment count, latest investing activity (private or public 13F/13D), and counts of people, sponsor and real estate relationships. A list filter sorted by one column: for a ranked answer to a buyer's criteria use

THE tool for any family office question with criteria (sector, check size, capital, sponsors, co-investors, recent events, geography, reachable people). Family offices ranked by a transparent weighted score over the criteria given. Each row carries reasons (what matched, citing card fields and dfx ids), failed (evaluated, did not match) and gaps (could not be evaluated: data missing, not a failure

The full card for one family office: profile, AUM / RAUM / 13F value kept apart with their as-of dates, behaviour, the people who run it with roles, its observed investments, relationships, recent events, evidence rows and cross-graph links (same_as by shared CRD/CIK/EIN). Contact points are withheld over MCP. Accepts dfx:fo: ids. ACCESS: without a paid DFX plan on the vertical, a list returns its

Dated investments family offices have been observed making: target, sector, asset class, structure, control or minority, lead or participant, amounts where disclosed (with basis), board seats, exits, and the source quote. Filter by office, sector, asset class, state, kind or since-date. The evidence behind 'this office backs X'. ACCESS: without a paid DFX plan on the vertical, a list returns its f

Verified independent sponsor firms (deal-by-deal acquirers of lower middle market companies) as compact cards: verification status, classification, mandate summary, principals, vehicle count and latest vehicle, and how many companies resemble the sponsor's observed deals. Only firms whose identity evidence names them (eligibility VERIFIED_SPONSOR_FIRM) are returned unless include_unverified is tru

The full card for any entity on the sponsor graph: a sponsor (with its verification status, the companies resembling its observed deals as counted facts and reasons with no score, its announced transactions and its observed capital relationships), a capital provider (with fund size, average investment, SBIC status, strategy, whether making new investments) or a private company (with its transition

SBICs, mezzanine and private equity funds, and family offices observed providing capital to independent sponsors: provider type, strategy, fund style, fund size and average investment (kept apart), vintage, SBIC licence, whether making new investments, mandate summary. Filter by state, type, sector text, SBIC status or fund size. ACCESS: without a paid DFX plan on the vertical, a list returns its

US private companies whose filings (Form 5500 plan history, final filings, ownership changes) record a change: vertical, plan participants as a size proxy, EBITDA band where derivable, and rule scores 0 to 100 for opportunity, dealability, transition readiness and urgency, each backed by observations. The scores are NOT a prediction: replayed against later transactions (backtest 2026-09-13) the co

Announced acquisitions, recapitalisations and exits by independent sponsors: sponsor, target, dates, enterprise value range where disclosed, structure, parties and source. Filter by sponsor, target, type, state, since-date or name text. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the

OFFICIAL state records that a skilled nursing facility's ownership, control or operator is changing, before the change takes effect (Kentucky, New York, Rhode Island, New Jersey, Maine): facility, CCN, beds, current and proposed operator, real estate owner where public, the state's own stage, record class (OFFICIAL_PENDING_FILING, DERIVED_STATUS, CONFIRMED_EFFECTIVE_CHANGE, WITHDRAWN_OR_DENIED), f

Venture firms as compact cards: stated sectors, stages, geography and check size beside OBSERVED behaviour (investments in the last 6 and 12 months, lead count, behaviour summary and divergence from the stated thesis), funds with the latest vintage and Form D, people and partner counts. Filter by sector, stage, state, active or raising, emerging manager. Returns dfx:vc: ids. Funds, people and indi

The full card for any entity on the venture graph: a firm (with recent investments, co-investors and funds), a person (with attributed investments and board seats), a fund (with all seven fund amounts kept apart and its lifecycle state) or a portfolio company (with its investors). Plus relationships, events, evidence and cross-graph links. Accepts dfx:vc: ids. ACCESS: without a paid DFX plan on th

Investor-by-investor participations in rounds: investor, company, fund, the partner attributed (with attribution level), role (lead or participant), new or follow-on, board seat, round type, stage and amount (the round's, never the check), and the source quote. Filter by investor, company, partner, stage, state, since-date or lead only. Each row is one investor's participation, newest OBSERVED fir

Funds with every amount under its own name (target, first close, final close, announced size, Form D offering and sold, ADV gross asset value), vintage and basis, lifecycle state, investor counts, LP count. Filter by manager, lifecycle, vintage range, strategy or Form D sold. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (l

Private equity firms (management companies and advisers) as compact cards: the classifier's class with its state, confidence and basis; size band with the evidence it was sized on; fund counts, latest vintage and Form ADV gross assets reported for private equity funds since 2024 (reported gross assets, NOT fund size or dry powder); portfolio and transaction counts (36 and 12 months); team counts;

The full card for a private equity firm: identity (website, HQ, ADV filing dates), classification with basis and the size band's definition and evidence, classification history, stated criteria (sectors, EBITDA, EV, equity check, control) kept apart from observed behaviour, funds summary and its ten latest funds, team summary and current people with titles, portfolio summary with recent investment

Funds on the private equity graph with every amount under its own name and beside its basis: target, first close, final close, announced size, Form D offering and sold, and the Form ADV gross asset value with its as-of date. adv_gross_asset_value is the gross assets the adviser REPORTED for the fund: it is not fund size, not commitments and not dry powder. Also vintage with basis, ADV fund type, l

One fund: manager, vintage and basis, every amount kept apart with its basis (adv_gross_asset_value is reported gross assets, not fund size or dry powder), the year-by-year Form ADV reporting tape (gross assets, owners, minimum investment, ownership percentages), LP commitments where disclosed, relationships (placement agents, auditors, principals), events and evidence. Refuses an id that is not a

Acquisitions, add-ons, recapitalisations, carve-outs, secondary sales and exits on the private equity graph: type, status, announced and closed dates, target with industry and state, platform for an add-on (with the basis for calling it one), control, every party with role, side and attribution, and money (enterprise value, purchase price, equity value, target revenue and EBITDA) ONLY where disclo

Companies that act as a platform (a sponsor's platform investment, or a company that has made add-ons): industry, add-on counts (total and last 24 months) and latest add-on date, current owners with role, status and dates, ownership since, and the platform acquisition activity and exit readiness scores. Filter by name, state, industry text, minimum add-ons in 24 months or owner firm. Returns dfx:p

Computed buyer_for_company matches from the private equity matcher for one company (a dfx:pe:, dfx:isi: or dfx:vc: company id): each firm with the matcher's reasons, blockers, why_now and comparable transactions verbatim, the deal partner where attributed, score, confidence, model version and computed date. When the matcher has scored nothing for the company the answer is NOT_COVERED with the popu

Computed company_for_buyer matches for one private equity firm (dfx:pe: id): each company (on the private equity, sponsor or venture graph, with its dfx id) with the matcher's reasons, blockers, why_now and comparables verbatim, score, confidence and computed date. NOT_COVERED when the matcher has scored nothing for the firm, which is not a statement that nothing fits. ACCESS: without a paid DFX p

Computed addon_for_platform matches for one platform (a dfx:pe: company id from search_pe_platforms): each candidate company with the matcher's reasons, blockers, why_now and comparable add-ons verbatim, the platform's owner, score, confidence and computed date. NOT_COVERED when the matcher has scored nothing for the platform, which is not a statement that no add-on fits. ACCESS: without a paid DF

Registered investment advisers (Form ADV: RAUM, clients by type, employees, advisors on IAPD, private funds, class such as INDEPENDENT_WEALTH or WIREHOUSE), registered advisors (IAPD: current firm, registration history counts, exams, designations) and the private funds advisers report, as compact cards with dfx:ria: ids. query takes a name, a firm CRD number, an SEC file number (801-...), an ind

The full card for one registered investment adviser plus its people flows (joins, departures, net, rates over 90 days, 12 and 36 months), growth between annual amendments (RAUM, employees, offices, funds one and three years back), offices (city, state, postal, employees), owners with control persons first (Schedule A and B), affiliates (Item 7.A related persons with roles), its ten largest private

One IAPD-registered advisor: name, current firm with class and tenure, employment history as dated registration spans in order (firm, begin, end, current), every firm change as two registration dates (bulk re-registrations and departures included and labelled), the teams the person moved with, exams, designations, industry start, and recent events. States plainly that no book size is public or est

Resolve an advisor by name AND a firm (name or CRD), or by individual CRD, to one person card. A name alone is never resolved to one person: 439,425 registrants share many names, so with only a name the answer lists labelled candidates and resolved is false. With a firm name, the current firm is tried first, then prior registrations with that firm. The card that comes back is the same as get_ria

Private funds from Form ADV Schedule D 7.B.(1): fund name, SEC fund id (805-...), type, gross asset value with its as-of date (reported gross assets, NOT fund size or commitments), owners, minimum investment, ownership percentages, 3(c)(1) or 3(c)(7), master or feeder, first and last reported, status (reported or dropped) and the Form D file number where the adviser gave one. With include_custodia

Advisors who left one firm and registered at another: the person, from and to firms with class, the registration end and begin dates, the gap, and the move type (WIREHOUSE_TO_RIA, IBD_TO_RIA, RIA_TO_RIA, ...). Filter by from firm, to firm, advisor, move type and date window. Bulk corporate re-registrations (an acquirer re-registering a roster on one day, 99,737 rows) are EXCLUDED unless include_bu

Teams: clusters of advisors who left the same firm for the same firm from the same branch state within a 14-day chain, with member count, dates, spread, the from firm's headcount that day and the share that left (an estimate on a survivor-biased tape), whether a succession was filed, and the kind as a printed rule: TEAM_LIFT_OUT (2 to 49), LARGE_TRANSFER (50 or more), FIRM_ABSORBED (half or more o

RIA M&A from three factual sources, each labelled: successions the acquirer swore on Form ADV Item 4 (succession); firms whose advisors re-registered whole at one other firm (absorbed, a rule over registration dates); and firms that left the SEC adviser roster (roster_exit; the reason is not stated). Each row carries the target and, where there is one, the acquirer as dfx:ria: ids, the date, headl

The RIA event tape by OBSERVATION time: advisor firm changes and departures, team lift-outs and absorptions, successions, RAUM and headcount changes, control persons joining or leaving, first ADV filings, roster exits, each with occurred_at (the registration or filing date), observed_at (when DFX wrote it), fact class, magnitude, previous and new state, evidence and source. since is an ISO times

Three derived views from the RIA lane's aggregates: state_stats (SEC-registered firms, wealth firms, RAUM, private funds, advisors, joins, departures and new firms in the last year, by state); flows (firms ranked by departures, joins, net, departure rate or join rate over 12 months, with 90-day and 36-month counts, filter by state, class or size); growth (firms ranked by RAUM growth or decline bet

For one RIA firm (or one private fund): every link to the private equity, venture, family office and sponsor graphs written on a shared identifier, with the basis printed on each link: the firm's own CRD or CIK, and each private fund of the firm that a private equity or venture graph row holds under the same SEC fund id (805-...). Answers 'which PE or VC graph entities hold vehicles this wealth ma

What a practice looks like from what it filed: reported Form ADV fields (RAUM, discretionary, accounts, employees, advisors, clients and RAUM by type, private funds, wrap, custody, compensation methods, advisory activities, affiliations, the Item 6.A, 8 and 9 answers by item number), derived operating metrics each with its formula (RAUM per advisor, clients per advisor, average HNW client, average

SEC-registered advisers screened on the practice layer: by archetype (HNW_WEALTH_MANAGER, UHNW_PRIVATE_WEALTH, MASS_AFFLUENT_RIA, INSTITUTIONAL_ASSET_MANAGER, RETIREMENT_PLAN_ADVISER, MULTI_FAMILY_OFFICE_LIKE, RIA_WITH_PRIVATE_FUNDS, RIA_WITH_HEAVY_ALTERNATIVES, BANK_AFFILIATED, BROKER_DEALER_AFFILIATED, PE_BACKED, CONSOLIDATOR, INDEPENDENT_BOUTIQUE, MULTI_OFFICE_GROWTH_PLATFORM, SOLO_SMALL_TEAM,

Reported values and filing-to-filing changes that stand out against a peer group (segment by RAUM band, 30 or more advisers), each with the metric, current and prior value, peer median, percentile, robust deviations (median absolute deviation, floored), the filing date, a sentence saying why it triggered, a confidence and a severity. Families: STATIC (2nd/98th percentile and 3 robust deviations),

Offices (a firm and an IAPD branch city) ranked by departures, joins, net flow, departure rate, team lift-outs out or in, breakaways in formation (advisors at the office who own a newly registered adviser), or size, with advisors today and 12 and 36 month flows. Filter by firm CRD, state, class and minimum advisors. From branch city and state with registration dates; street addresses are never rea

The observed pre-move indicators DFX holds, per advisor: a prior co-move teammate or the team's senior member left the firm (with who and where to), a fifth or more of the advisor's branch or practice left in six months, a Series 65 or 63 added outside licensing classes, or the advisor owns part of a newly filed adviser. Each indicator is dated, names its source (IAPD registration spans or Form AD

Outside-business entries from the advisor's own Form U4 disclosure, reviewed extraction: the company, what it does and on what basis, the advisor's role (owner, director, partner...), ownership where stated, start and end dates, materiality and why it matters, and the advisor's own words as evidence, beside the advisor's name and current firm. Every row is disclosure_status DISCLOSED_OBA (a corres

With an advisor (dfx:ria: id or individual CRD): every reviewed outside-business entry, the measured dimensions (entrepreneurial, breadth, community, network, real estate, recent, independence) with the rule behind each, and dated changes (entry added or removed, a coworker disclosing the same company), plus a disclosure_status: DISCLOSED_OBA, NOT_IN_REVIEWED_RECORD (reviewed, no corresponding OBA

The capital structure graph behind private markets, built from every BDC's schedule of investments each quarter since 2022. query is a name (trigram matched across names and aliases: Ares, Ares Capital and ARCC resolve to the adviser, the BDC and its ticker as distinct rows); without a query, filters list providers (class, state, BDC advisers only) or borrowers (sponsor, industry, minimum BDC le

A credit manager: its classes with basis, the BDCs it advises (from each BDC's own 10-K) with their latest schedules, its credit funds on Form ADV, its sponsor relationships ranked by borrowers financed, and its links to the RIA and private equity graphs by shared CRD or CIK. A BDC: its portfolio every quarter end (fair value, principal held, borrowers, mark on cost, PIK positions, average spread)

Every position a BDC tagged at one quarter end (the latest unless as_of is given), each in the filer's own figures: borrower, instrument, kind, lien, principal, fair value, cost, spread, PIK, all-in rate, maturity, unfunded commitment. Debt only by default. Paged at 25. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.

The borrower group (its spellings and grade), every facility (kind, lien, principal held across lenders as a lower bound, mark, pricing, PIK, maturity with basis), every BDC piece at the latest quarter end, the borrower's tape quarter by quarter, every sponsor attribution with its basis and confidence, and the non-routine events. Every row names its fact class (filed: the BDC's own figure; derived

A facility (one borrower group in one instrument class): size as the sum of BDC pieces with its basis, pricing modal and ranged across pieces, maturity with basis, the lender group (every BDC that holds or held a piece, each row the lender's own figures, plus lenders named on a deal), the facility through time, and every change at facility grain. ACCESS: without a paid DFX plan on the vertical, a

Debt facilities still on a BDC schedule whose tagged or written maturity falls inside the window (default the next 24 months from today), ordered by date: borrower, sponsor with basis, lien, principal held (a lower bound), mark on cost, the BDCs holding it. Filter by sponsor, lien and minimum principal. A BDC that tags no maturity contributes nothing here. ACCESS: without a paid DFX plan on the ve

Sponsor x lender pairs counted once per borrower held (the lender is the adviser behind the BDCs, or the BDC where the adviser is not read): borrowers, facilities, principal held, first and latest quarter, new borrowers in the last four quarters against the prior four, quarters since the last new borrower, and the weakest sponsor attribution basis in the pair. Filter by sponsor or lender id. ACCES

Lenders ranked on the comparable facilities they CURRENTLY HOLD on BDC schedules: same lien, a borrower industry containing the term (as the filer wrote it: health, software, industrial, business services), a facility size lower bound inside the band, entered since the window. Score = comparables 35%, recency 20%, size fit 15%, mark on the comparable book 15%, sponsors named 15%. Refuses one stale

Dated changes by effective date (the quarter end where the change is visible) or by first-seen: new borrowers on any schedule, lenders joining and leaving facilities, facilities leaving every schedule, markdowns across lenders, PIK appearing or rising, a BDC placing a borrower on non-accrual or returning it to accrual (NON_ACCRUAL_PLACED, RETURNED_TO_ACCRUAL, from the BDC's own footnotes), maturit

The capital-owner graph: public pensions (every Census unit), corporate and Taft-Hartley DB plans (Form 5500), endowments and foundations (IRS), state pools and investment offices, as compact cards with dfx:al: ids carrying reported assets and basis, funded status, policy targets, commitment counts and adviser counts. entity_type=consultant lists consultants and OCIOs by their own ADV filing with

For an allocator: the card with reported assets and basis, funded status, the latest allocation policy rows (target, range, actual as printed with the subject's own label beside DFX's bucket), size and funding readings with source, investment staff and executives with the quote they were read from, plus relationships (advisers, managers, the systems an office invests for), events and same_as links

One row per line of a plan's own disclosure: allocator, fund as printed, manager and fund resolved to the pe / vc graphs where the resolver matched, bucket, the plan's commitment amount, status (COMMITTED with the plan's closing date; DISCLOSED_HOLDING as of the report date), vintage, re-up / first-time-manager in the plan's words, the plan's own paid-in, distributed, remaining value, IRR and mult

Advisers that swear a Real Estate Fund vehicle on Form ADV Schedule D 7.B.(1): one manager is one CRD, with its registration and latest filing, regulatory assets under management, the summed gross asset value of its non-feeder, non-quarantined real estate vehicles with its size band, vehicles current and ever, strategy class with its state and basis, operator model, property types and markets with

The manager card, its ten largest vehicles and the whole family by vintage, validated property bindings with the rule and confidence behind each and the properties, loans and lenders underneath, its lenders by name with loans, principal and the last 24 months, its next ten loan maturities, property events attributed through those bindings, the public plans that disclosed commitments, the people on

Vehicles sworn as Real Estate Funds by their SEC fund id (805-...): the fund and its family and sequence, master, feeder or fund of funds, gross asset value latest, first and peak with the filing date, years reported, vintage with its basis, owners and minimum investment, the Form D file number, lifecycle state with the components behind it, and the public plans that disclosed a commitment. `query

The vehicle card with its reporting history year by year as filed (gross asset value, owners, minimum investment, the fund type and name as filed that year), its family in sequence, the public plans that disclosed a commitment, any validated holdings, and its events. A gap in the history is a year the adviser did not report the vehicle, never a year of zero assets. Accepts a dfx:ref: id, an 805- A

Derived series over the sworn tape, each with its population, derivation and caveat printed beside it: vehicles first reported by year (with the managers filing them), managers filing a real estate fund for the first time by year, reported gross asset value by year (feeders and quarantined readings excluded), vehicle vintages by year, vehicles that stopped being reported by year, and the largest m

Loans bound to a real estate fund manager through a validated property binding: lender of record (labelled when it is the CMBS trust holding the note rather than the originator), instrument, amount with its basis, origination, recorded and maturity dates, whether still open, address, state and property type where recorded, and the source. Filter by manager (dfx id or CRD), a name in the manager, h

Manager by lender pairs from the loans at the manager's validated holdings: the lender group, loans, principal, properties, property types and states, first and latest loan dates, new originations and refinancings in the last 24 months, the lender's share of the manager's loans, and the trend. Securitization trusts and trustees are not lenders and are left out. Give a manager (dfx id or CRD) for i

The public LP tape resolved to real estate fund managers and vehicles: the plan (allocator id), the manager and vehicle with the basis of each resolution, the fund as the plan printed it, the plan's commitment amount with its basis, status, commitment and approval dates, vintage, re-up, the plan's own paid-in, distributed, value, IRR and multiple where printed, and the source document with a quote

Published capital flow paths through one institution: which allocators back this manager and through which fund, which lenders finance this sponsor's borrowers and on what facilities, which properties sit under this real estate manager where a binding is validated. Each path names every hop with its graph, id, type and role, the amount where one is disclosed, the as-of date, the bases the hops res

The commitment tapes, in one call, for any id they reference: the allocator tape (a public plan's own disclosure, with the plan, the fund as printed, the manager and fund resolved to the private equity, venture or real estate record, the amount, the status, the vintage, re-up and first-time-manager in the plan's words, the plan's own paid-in, distributed, remaining value, IRR and multiple, and the

Every facility a borrower group has on the BDC tape (kind, lien, principal held across lenders as a lower bound, mark on cost, pricing, PIK, maturity with its basis) with the lender group on each: every BDC holding or that held a piece, its own principal, fair value and spread, the quarters it held, and the credit manager behind it. Principal is the sum of BDC pieces: a lower bound, never the comm

Sponsor by lender pairs counted once per borrower held: borrowers, facilities, principal held, first and latest quarter, new borrowers in the last four quarters against the prior four, quarters since the last new borrower, and the weakest sponsor attribution basis in the pair. Accepts a private credit sponsor id, or a private equity, independent sponsor or venture id, resolved to the credit sponso

The change tape for the three capital graphs by FIRST SIGHT: the day DFX first saw each row, which is the only order a poller can trust. Commitments and re-ups disclosed by public plans, allocation targets moved, consultants changed, new borrowers and lenders on the credit tape, facilities marked down, maturities moving, sponsor and lender pairs forming, vehicles reported and dropped. Rows that ex

One search across family offices, independent sponsors and their capital providers, private companies, venture firms, private equity firms and funds, and real estate organisations: by name, or by filters (entity_type, domain, state, sector, ...). Compact cards with stable dfx ids and a per-domain coverage note. Breadth across every domain in one query, with fewer per-domain filters than the domain

Resolve a firm, fund, person or company name to canonical dfx ids from the Data Factory's index of every published name and alias (former names, dbas, legal names) on the family office, sponsor, venture, private equity, RIA, allocator, private credit and real estate fund graphs as each graph is indexed. Each row carries the ROLES the institution holds across graphs where the identity layer publish

For any DFX id: the full card, published relationships with sources and dates, recent events, evidence rows (the observation each fact traces to), cross-graph same_as links by shared identifier, same-name candidates on other graphs (labelled as candidates), and pointers to deeper views. One answer to 'show me everything on X'. ACCESS: without a paid DFX plan on the vertical, a list returns its fir

Investment professionals, principals and family office staff as names with titles, roles, seniority, investment responsibility, organisation and tenure, from public filings and firm pages; with domain=ria, IAPD-registered advisors by name or firm. By name, or by organization_dfx_id, or by role. cross_graph_only=true answers 'which venture people are connected to family offices' in one call. organi

Every published relationship touching one entity (EMPLOYS, PRINCIPAL_OF, INVESTED_IN, CO_INVESTED_WITH, MANAGES, OWNS, BOARD_MEMBER_OF, VEHICLE_OF, ...), each with role, dates, currency, confidence, evidence class and source. Plus same_as links to the same entity on other graphs. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by typ

An evidence-backed path between two DFX ids across every graph: each hop is a published relationship with its source, or a SAME_AS identity link by shared CRD/CIK/EIN. Bidirectional search up to max_hops (default 3). NO_MATCH means no observed path within budget, not that they are unconnected. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of t

Dated events across family offices, sponsors, venture, private equity and real estate: investments announced, vehicles formed, Form D and ADV filings, people joining and leaving, funds raised, acquisitions, plan final filings, record departures, loan maturities. Filter by domain, subject dfx_id, event_type, state, significance and window. Routine 13F position and fund-reporting noise is excluded u

SUPPORTED, PARTIALLY_SUPPORTED, CONTRADICTED or UNKNOWN for a claim, with the observations. Give a sentence ('Family Office X invested in Company Y in 2025', 'Z is a business development company', 'A is the investment adviser of BDC B', 'Pension P committed to Fund F') or a structured subject / predicate / object / year. SUPPORTED always carries at least one evidence row with a citation; a name re

Investors for a company (dfx_id) or a described opportunity (sector, state, deal size, stage, control): verified independent sponsors with observed acquisitions in the sector (listed, not paired or ranked; company to sponsor pairs are withdrawn), family offices with observed investments or stated sectors in it, venture firms when the opportunity is venture-shaped, and private equity matcher rows w

For a family office, sponsor, capital provider or venture firm: the opportunities DFX knows that fit its DEMONSTRATED behaviour: computed matches where the graph has them (with reasons and blockers), then private companies with transition signals in the sectors it has actually invested in, sponsors seeking capital, companies raising in its stated sectors. Returns the behaviour it reasoned from. AC

For an investor and an opportunity (either order): MATCH REASONS, BLOCKERS, SUPPORTING OBSERVATIONS, COMPARABLE HISTORY (the investor's dated investments in the same sector, with sources), RELATIONSHIPS (a path on the graph if one exists), RECENT EVENTS on both, the computed match if the graph has one, and a confidence label. Facts, not a score. ACCESS: without a paid DFX plan on the vertical, a l

Evidence-backed reasons an entity matters now: recent filings, vehicles formed, deployments, people moves, fundraising, transition signals, loan maturities, each dated with its source. Empty means DFX observed no change in the window, not that nothing is happening. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count

Given an entity or an event id: who is likely to care and why. A company transition names sponsors, capital providers and family offices with the observed reason; a family office names its co-investors and fitting opportunities; a venture firm names its co-investors; a property names its owner, lender and the next query for exposed lenders and real estate offices. Needs an entity or event id; a de

Full-text search over DFX's document index: verbatim passages from the documents the graph already points at (SEC filings and BDC schedules of investments, public pension board minutes, ACFRs and investment reports, 990s, Form D, firm press and team pages). Each result is one passage with its document (URL, accession, CIK, type, rights class, publication and effective dates), the graph row it was

Lenders ranked on the commercial real estate loans they ORIGINATED, from CMBS loan-level filings (SEC ABS-EE): same property type, loans in the states and city given, loans inside the size band nationally, recency and size fit. Each row names the lender (originator names normalised to the parent, a loan with several originators credits each), its local and national comparable counts and balances,

Loans on the ACTIVE CMBS tape (SEC ABS-EE, each loan's latest monthly reading, read within 100 days of the newest period) with the servicer's own fields: payment status (current, 30/60/90 days, non performing matured balloon), special servicer and transfer date, whether it is in special servicing now, workout strategy, modification, current DSCR with its basis, occupancy, appraisal and LTV, balanc

The governed signal layer the site ranks by (actionable now, public or sellable only): each card names its family, the subject with its dfx id, what changed, why it matters, why now, the falsifier, the dates, the exposure in dollars with its basis, a rank, and the audience (who is affected and how) with their dfx ids. Reachability is a count only: how many named people are on the card and, for eac

Opportunity summaries: the condition (credit deterioration, refinancing window, lender group change, capital raised, advisor movement, servicing distress ...), the subject with its dfx id, the signal families and published signals behind it, first and last observed dates, exposure with basis, the intelligence class (JOINED, INFERRED, DERIVED, DFX_EXCLUSIVE ...), beneficiary classes, and COUNTS of

For one organization (dfx_id, or its name in organization, resolved through the identity layer so every graph the institution is on is read) or one opportunity (opportunity_id from search_opportunities): ONE recommended person and up to two DISTINCT backups, ranked for a purpose (private_credit, advisor_recruiting, acquisitions, capital_raising, lending_desk, lp_fundraising ...). People come fro

Forward opportunities across DFX: an entity, the event a measured pattern points to (a borrower reaching non-accrual, a pension plan re-upping with a manager, an RIA entering succession, a nursing home closing), the horizon, the pattern's lift over its base rate with the lower bound of its interval and a band (BASELINE, ELEVATED, HIGHLY_ELEVATED, EXCEPTIONAL, cut on the lower bound), an economic r

The ledger behind every forward claim: for each pattern, its definition, population, test period, base rate, rate among entities showing it, lift with its interval, median lead time, early and late halves (stability), precision at the top 1% against a conventional recency list at the same cut, the multiple-testing q value, and its status (VALIDATED, PRODUCTION, TESTING, PROSPECTIVE_ONLY, WEAK, REJ

Every conduit CMBS loan whose servicer reported a foreclosure, REO or deed in lieu workout (SEC ABS-EE), with how it ended: resolved or still pending, the SEC liquidation code decoded (disposition/liquidation, discounted payoff, payoff, repurchase), the liquidation date, the balance before resolution, the last reported realized loss and loss severity, the special servicer, and the trust filing tha

The Census Bureau's count of firms (Statistics of US Businesses 2022, all firms and firms with 20 or more employees) in one NAICS code (2 to 6 digits) and one state or the nation, beside the number of companies DFX holds there (Form 5500 plan sponsors on the private company graph), how many of those are current with 20+ participants, and the coverage percentage. The answer to 'how many HVAC contra

Family offices (and, with family_capital_only false, every 13F filer on the family office graph) that hold public positions in a sector per their latest Form 13F: for each office, the value held in the sector, the number of positions, the sector's share of the office's 13F book, its top five positions (issuer, ticker, value, share of book), its class (single or multi family office) and state, and

For a term (software, tariffs, AI, healthcare, energy, consumer, office, crypto or any word), every active BDC whose latest 10-K or 10-Q names it, compared sentence by sentence with the filing before: whether the language changed, how many sentences were added, removed or rewritten, and those sentences (clipped), with both filings cited. The answer to 'which BDCs added language about software risk

The capital parties named on announced independent sponsor transactions, aggregated. group=provider ranks lenders and equity providers by distinct deals and distinct sponsors financed, with how many sponsors they financed more than once, their roles, verticals and first and last deal. group=pair lists sponsor and provider pairs that repeat (min_deals, default 2) with the targets. group=deal return

Every portfolio holding DFX has for one private equity or independent sponsor firm (current and exited): company, state, listed sector, fund, platform or add-on, control, entry and exit dates with their basis, and the source. Plus a fingerprint of the portfolio: counts by sector, state and control, how many are current. Give a dfx id (dfx:pe: or dfx:isi:, linked through the identity layer) or a fi

Service providers on announced independent sponsor transactions, ranked over the whole graph: law firms (family legal), investment banks and M&A advisers (investment_banking), accounting firms (accounting), quality of earnings providers (qoe), commercial diligence, R&W insurance and brokers (insurance), debt advisers, technology diligence. Each row: independent sponsor deals, how many on the spons

A law firm, bank, accounting or diligence firm as the independent sponsor graph sees it: deal counts and role mix, the sponsors it has served most (with deal counts and first and last deal), the capital providers it meets on the same deals, its professionals named on deals (title, practice, office, deals; no contact values), recent engagements with the deal, the side represented and the source tha

Provider and sponsor pairs from announced independent sponsor transactions. Give a sponsor (name or dfx:isi: id) to list the law firms, banks, accountants and QoE providers it has used, each with deals together, first and last deal and the roles; or give a provider to list the sponsors it has served. family narrows to one kind of provider (legal, investment_banking, accounting, qoe ...). rank_for_

The borrower to sponsor chain: a BDC borrower, linked through a graded identity bridge to its company record, then to the private equity firms that invested (fund, entry and exit dates, whether the source states the investment is current, and the page that says so), beside the borrower's latest BDC picture: principal held across BDCs (a lower bound), fair value over cost, BDC count, credit status

Credit stress on the BDC tape, counted over every event: NON_ACCRUAL_PLACED and RETURNED_TO_ACCRUAL (from each BDC's schedule of investments footnotes), PIK_ADDED and PIK_INCREASED (from the PIK rate each BDC tags). group='bdc' compares the latest quarter end with the one before for every BDC (events, change, borrowers, and each type), sort='change' for 'which BDCs increased non-accruals last quar

The independent sponsor call list (rule isi-pcall-1, XV1 2026-10-02): one row per role family, trigger and sponsor over census-verified sponsor deals. Triggers are facts: recent_deal_role_not_on_record (a deal in the last 180 days with no firm in this role on record), repeat_acquirer (2 or more deals in 12 months), provider_change (the sponsor's latest deal used a different sponsor-side firm), fir

ISI opportunities in the shared opportunity contract (rule isi-opp-1): deal_provider_gap (counsel, bank or accountant not on record for a recent sponsor deal), repeat_acquirer, active_capital_provider, and three types HELD by blind QA (deal_no_capital_partner_on_record, new_geography, repeat_capital_pair) which are returned only with status=held and their hold reason. Each row: what happened, why

Venture firms for a company raising a round, with HARD constraints (geography, sector, stage, amount_usd, active_only) kept apart from RANKING signals (observed entries at the stage, portfolio companies in the sector, investments in 12 months, recency, rounds led). Returns match=exact rows that meet every hard constraint, then match=relaxed rows that miss exactly ONE, each naming the criterion rel

The firms that invest most often beside a named venture firm, from the rounds both were named on: shared portfolio companies, shared rounds, the last and first shared dates, stages of the shared rounds, who led, and sample shared companies. The firm is resolved to its firm group; its own funds, group members and aliases are excluded. Give the firm's name or its dfx:vc: id. Use for 'who co-invests

Venture vehicles launched since a date (first Form D sale or first Form ADV appearance), or with an open Form D offering (raising_now), one row per manager: fund, manager, vintage, fund number, lifecycle and fundraising state, Form D offered and sold. Filter by state or city, sector of the manager's portfolio, emerging managers only, fund number (max_fund_number=2 for Fund I and II). Use for 'fund

Venture managers with an emerging-manager score of 0.5 or more (few funds, recent first vintage, small reported assets), with the score, sector evidence, fund count and first vintage. Filter by sector, state or city, a fund launched since a date (launched_since), or first appearance on the SEC adviser roster since a date (new_adviser_since). Use for 'emerging managers investing in climate', 'emerg

Disclosed LP commitments to venture funds from the LPs' own public reports (public pensions, endowments): LP, fund, manager, amount, date, fund number. group_by=lp ranks LPs by commitments. max_fund_number=2 keeps commitments to a manager's first or second fund; emerging_only keeps emerging managers. Use for 'LPs that back first-time venture managers', 'which allocators made venture commitments re

Companies on the venture graph that raised since a date, each financing labelled an ANNOUNCED ROUND (press: round type, stage, amount where disclosed) or an SEC FORM D OFFERING (never called a round: no stage, lead or investors). sector is matched on the company's own words, every term required ('enterprise ai' needs both). debt_only keeps offerings that include debt securities. order_by=amount ra

Fund N+1: a known venture manager's next numbered fund (Fund III after Fund II), dated by its first Form D, with the previous fund, the years between them and the size against the prior fund on a stated basis (Form D offering or ADV GAV, never a close). Filter by since, the managers' portfolio sector, fund number. Use for 'which comparable managers recently launched another fund', 'who is raising

Filed or announced triggers on the venture graph mapped to the service providers they create work for (admin, audit, law, placement, banking, lending, insurance, recruiting, compliance): new advisers, fund Form Ds, next funds, open offerings, harvest, company financings, partner departures. The need is inferred, never observed. Use for 'new venture funds likely needing administrators', 'companies

Acquisitions, IPOs and listings of venture-backed companies, with the investor that reported it and the date's basis: occurred (a dated source) or observed (seen on a portfolio page, deal date unpublished). dated_only keeps only exits with a transaction date. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, lock

People named as an executive officer on the Form D filings of two or more operating companies, listed by the NEW company with its first Form D date, the person, and the earlier companies (whether venture-backed). Derived, never filed: identity is inferred from the same name in the same state. Filter by since (the new company's first Form D), state or city, sector words on the new company, prior_ve

Venture-backed companies that are CANDIDATES BY RULE to raise again: last dated financing 12 to 36 months ago and none since, no exit on record, still listed on an investor's portfolio page DFX read in the last 60 days. Never a prediction. Filter by sector words, state or city, stage of the last round, and the months-since window. Use for 'portfolio companies that may raise in the next 12 months',

The call list for a fund administrator, auditor, custodian or placement agent: venture funds with no provider of that role on record (new fund Form D), next numbered funds, funds whose provider of that role changed (one row per adviser decision), managers growing quickly, and new managers on the SEC adviser roster. Each row: fund, manager, trigger and its date, why now, the provider on record (or

The venture opportunity object: dated signals (fund formation, fund lifecycle, company capital, people movement, relationship change) each with why now, what happened, why it may matter, who could care, evidence, a categorical confidence and urgency, providers on record, provider roles not on record, and decision makers by name. Filter by family, opportunity types, provider_type (law, audit, admin