Every change Wellknown observed on this MCP server, newest first, with what it was before and what it became. Tool-surface changes carry the definition diff. Nothing here is edited after the fact.
First tool surface recorded: 19 tools (server version 0.16.0)
https://exchange-production-9123.up.railway.app/mcp?c=reg (mcp_streamable_http) — from mcp_registry
https://exchange-production-9123.up.railway.app/mcp/core/member (mcp_streamable_http) — from mcp_registry
https://exchange-production-9123.up.railway.app/mcp/core?c=reg (mcp_streamable_http) — from mcp_registry
Authorization not required, issuer https://dfxintel.com
Authorization not required, issuer https://dfxintel.com
Authorization not required, issuer https://dfxintel.com
Authorization not required, issuer https://dfxintel.com
Authorization not required, issuer https://dfxintel.com
Authorization not required, issuer https://dfxintel.com
Authorization not required, issuer https://dfxintel.com
Authorization not required, issuer https://dfxintel.com
Authorization not required, issuer https://dfxintel.com
Authorization not required, issuer https://dfxintel.com
Authorization not required, issuer https://dfxintel.com
Changed the definition of "search_property_events"
Only numbers and dates differ: this server embeds live figures in the definition, so the text moves without the contract changing.
⟨69 unchanged words⟩ sales (47,479, 3 states). 9,376564 events fall inside the next 548 days, measured2026-09-29.2026-09-30. Filter by event type, state and days ⟨97 unchanged words⟩ PORTFOLIO_CONTRACTED, PORTFOLIO_EXPANDED, PROPERTY_SOLD, TAX_LIEN_LISTED, USE_CONVERSION_PERMITTED. Measured2026-09-29.2026-09-30. Passing `within_days` asks about a future whatever the ⟨78 unchanged words⟩
⟨344 unchanged words⟩ LEASE_EXPIRING, LOAN_MATURITY_SCHEDULED, SUBSIDY_CONTRACT_EXPIRING. ENTIRELY HISTORICAL as of
Changed the definition of "search_property_events"
Only numbers and dates differ: this server embeds live figures in the definition, so the text moves without the contract changing.
⟨69 unchanged words⟩ sales (47,479, 3 states). 9,374376 events fall inside the next 548 days, measured2026-09-28.2026-09-29. Filter by event type, state and days ⟨97 unchanged words⟩ PORTFOLIO_CONTRACTED, PORTFOLIO_EXPANDED, PROPERTY_SOLD, TAX_LIEN_LISTED, USE_CONVERSION_PERMITTED. Measured2026-09-28.2026-09-29. Passing `within_days` asks about a future whatever the ⟨78 unchanged words⟩
⟨344 unchanged words⟩ LEASE_EXPIRING, LOAN_MATURITY_SCHEDULED, SUBSIDY_CONTRACT_EXPIRING. ENTIRELY HISTORICAL as of
Changed the definition of "explain_match", "find_capital_for_opportunity", "find_lenders_for_financing" and 87 more
⟨58 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrest
Changed the definition of "search_property_events"
Only numbers and dates differ: this server embeds live figures in the definition, so the text moves without the contract changing.
⟨69 unchanged words⟩ sales (47,479, 3 states). 9,377374 events fall inside the next 548 days, measured2026-09-27.2026-09-28. Filter by event type, state and days ⟨97 unchanged words⟩ PORTFOLIO_CONTRACTED, PORTFOLIO_EXPANDED, PROPERTY_SOLD, TAX_LIEN_LISTED, USE_CONVERSION_PERMITTED. Measured2026-09-27.2026-09-28. Passing `within_days` asks about a future whatever the ⟨78 unchanged words⟩
⟨344 unchanged words⟩ LEASE_EXPIRING, LOAN_MATURITY_SCHEDULED, SUBSIDY_CONTRACT_EXPIRING. ENTIRELY HISTORICAL as of
Certificate changed, valid to 2026-12-26
Added "search_ria_move_indicators"; changed the definition of "rank_sponsor_capital", "search_cmbs_loans" and "search_ria_ma" (101 tools before, 102 now)
⟨127 unchanged words⟩ and 'which sponsors and lenders work together repeatedly'. DEALS LIKE ONE DEAL: give deal_sponsor and deal_company ("which lenders financed deals similar to Glen Oaks Capital's acquisition of StanChem Resins") and the deal itself is resolved, then providers on OTHER sponsors' deals in that deal's vertical since `since` (default 730 days ago) are ranked by distinct sponsors backed, each marked if it already backs this sponsor; the same comparable set the capital map letters use. A company that matches none of the sponsor's deals is DEAL_NOT_FOUND with the sponsor's deals listed, never a guessed sector. Returns dfx:isi: ids. ACCESS: without a ⟨81 unchanged words⟩
{"additionalProperties":false,"properties":{"deal_company":{"description":"Deals like this one: the company it bought (a name fragment is enough).","type":"string"},"deal_sponsor":{"description":"Deals like this one: the sponsor that made it (name or dfx:isi: id).","type":"string"},"ebitda_max_usd":{"type":"number"},"ebitda_min_usd"
Changed the definition of "search_property_events"
Only numbers and dates differ: this server embeds live figures in the definition, so the text moves without the contract changing.
⟨69 unchanged words⟩ sales (47,479, 3 states). 9,381377 events fall inside the next 548 days, measured2026-09-26.2026-09-27. Filter by event type, state and days ⟨97 unchanged words⟩ PORTFOLIO_CONTRACTED, PORTFOLIO_EXPANDED, PROPERTY_SOLD, TAX_LIEN_LISTED, USE_CONVERSION_PERMITTED. Measured2026-09-26.2026-09-27. Passing `within_days` asks about a future whatever the ⟨78 unchanged words⟩
⟨344 unchanged words⟩ LEASE_EXPIRING, LOAN_MATURITY_SCHEDULED, SUBSIDY_CONTRACT_EXPIRING. ENTIRELY HISTORICAL as of
Added "get_company_coverage", "get_sponsor_portfolio", "rank_sponsor_capital" and 3 more; changed the definition of "search_people" and "who_to_contact" (95 tools before, 101 now)
⟨45 unchanged words⟩ are connected to family offices' in one call. organization (a firm name) or organization_dfx_id returns everyone on record at that institution across every graph it is on (one institution is several ids) and every contact source. At least one of query, organization, organization_dfx_id, role, investment_responsibility or cross_graph_only is ⟨131 unchanged words⟩
⟨99 unchanged words⟩ "minimum":1,"type":"integer"},"organization":{"description":"An organization's NAME (e.g. Akoya Capital Partners): resolved through the identity layer, and everyone on record there is returned from every graph it is on and every contact source, with route types (never values).","type":"string"},"organization_dfx_id":{"description":"A DFX id: ⟨56 unchanged words⟩
Changed the definition of "explain_match", "find_capital_for_opportunity", "find_lenders_for_financing" and 80 more
⟨46 unchanged words⟩ and a confidence label. Facts, not a score. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨73 unchanged words⟩ basis (observed_behaviour, computed_match, observed_investments, derived). ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
Changed the definition of "search_property_events"
Only numbers and dates differ: this server embeds live figures in the definition, so the text moves without the contract changing.
⟨78 unchanged words⟩ fall inside the next 548 days, measured2026-09-25.2026-09-26. Filter by event type, state and days ⟨97 unchanged words⟩ PORTFOLIO_CONTRACTED, PORTFOLIO_EXPANDED, PROPERTY_SOLD, TAX_LIEN_LISTED, USE_CONVERSION_PERMITTED. Measured2026-09-25.2026-09-26. Passing `within_days` asks about a future whatever the ⟨78 unchanged words⟩
⟨344 unchanged words⟩ LEASE_EXPIRING, LOAN_MATURITY_SCHEDULED, SUBSIDY_CONTRACT_EXPIRING. ENTIRELY HISTORICAL as of2026-09-252026-09-26
Added "who_to_contact"; changed the definition of "search_cmbs_loans" (94 tools before, 95 now)
⟨35 unchanged words⟩ ,"any"],"type":"string"},"dscr_max":{"description":"Only loans whose latest DSCR is strictly below this (the current filing, else the last DSCR reported within 12 months; each row prints the period it was reported for). 'DSCR under 1.2' is dscr_max 1.2.","maximum":10,"minimum":0,"type":"number"},"limit":{"default":20,"maximum":50, ⟨92 unchanged words⟩
The person most likely to own the decision, with why, route type and confidence — For one opportunity (opportunity_id from search_opportunities) or one organization (dfx_id): the recommended person and up to two backups, each with title, role family, why this person fits THIS opportunity, decision authority (observed from a source, or inferred from the title, and labelled which), the contact route TYPES on record with their rights class (RESALEABLE, REVEALABLE, INTERNAL_USE) and verification, role freshness, the kind of source that shows the person, and confidence by dimension (identity, current role, role relevance, email, phone, authority, overall). Also the opportunity'…
Added "get_ria_outside_business" and "search_ria_outside_business" (92 tools before, 94 now)
One advisor's or one company's outside-business record — 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 located) or UNKNOWN (not reviewed). With a company_id (from search_ria_outside_business): the company, registry status and formation date where a state registry carries them, and every reviewed advi…
What advisors do outside their firm — 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 corresponding disclosed OBA was found); DFX never labels anything undisclosed. Served for the reviewed cohort (about 2,500 advisors), so a count is a count of that cohort, not of the industry. Filter by co…
Added "rank_family_offices"; changed the definition of "search_family_offices" and "search_forward_opportunities" (91 tools before, 92 now)
⟨32 unchanged words⟩ of people, sponsor and real estate relationships. A list filter sorted by one column: for a ranked answer to a buyer's criteria use rank_family_offices. Filter bystatestates or region,sectorcanonical industries, direct investing, manager allocation, recent activity,orAUM,AUM.anReturnseventdfx:fo:typeids.
Changed the definition of "search_property_events"
Only numbers and dates differ: this server embeds live figures in the definition, so the text moves without the contract changing.
⟨41 unchanged words⟩ than Massachusetts, CMBS distress and workout reporting (1631,430 delinquency flags across 26 states, 123 foreclosures ⟨7 unchanged words⟩ filings (Boston only), and recorded sales (4347,778479,23 states). 9,381 events fall inside the ⟨202 unchanged words⟩
Changed the definition of "search_property_events"
Only numbers and dates differ: this server embeds live figures in the definition, so the text moves without the contract changing.
⟨68 unchanged words⟩ sales (43,778, 2 states). 9,385381 events fall inside the next 548 days, measured2026-09-24.2026-09-25. Filter by event type, state and days ⟨97 unchanged words⟩ PORTFOLIO_CONTRACTED, PORTFOLIO_EXPANDED, PROPERTY_SOLD, TAX_LIEN_LISTED, USE_CONVERSION_PERMITTED. Measured2026-09-24.2026-09-25. Passing `within_days` asks about a future whatever the ⟨78 unchanged words⟩
⟨344 unchanged words⟩ LEASE_EXPIRING, LOAN_MATURITY_SCHEDULED, SUBSIDY_CONTRACT_EXPIRING. ENTIRELY HISTORICAL as of
Changed the definition of "search_property_events"
⟨187 unchanged words⟩ LOAN_MODIFIED, PERMIT_ISSUED, PORTFOLIO_CONTRACTED, PORTFOLIO_EXPANDED, PROPERTY_SOLD, TAX_LIEN_LISTED, USE_CONVERSION_PERMITTED. Measured 2026-09-24. Passing `within_days` asks about a ⟨81 unchanged words⟩
⟨363 unchanged words⟩ LOAN_MODIFIED, PERMIT_ISSUED, PORTFOLIO_CONTRACTED, PORTFOLIO_EXPANDED, PROPERTY_SOLD, TAX_LIEN_LISTED, USE_CONVERSION_PERMITTED.","type":"integer"}},"type":"object"}
Added "get_forward_signal_ledger" and "search_forward_opportunities"; changed the definition of "changes_since", "dfx_coverage", "search_private_companies" and 2 more (89 tools before, 91 now)
⟨50 unchanged words⟩ COMPLIANCE_PERIOD_ENDING","DEMOLITION_FILED","DISTRESS_FLAG_RAISED","FORECLOSURE_EVENT","FORECLOSURE_FILED","LEASE_EXPIRING","LOAN_MATURITY_SCHEDULED","LOAN_MODIFIED","PERMIT_ISSUED","PERMIT_STATUS_CHANGED","PORTFOLIO_CONTRACTED","PORTFOLIO_EXPANDED","PROPERTY_SOLD","SUBSIDY_CONTRACT_EXPIRING","TAX_LIEN_LISTED","USE_CONVERSION_PERMITTED","VACANT_FORECLOSURE_REGISTERED"],"type":"string"},"limit": ⟨96 unchanged words⟩
⟨15 unchanged words⟩ COMPLIANCE_PERIOD_ENDING","DEMOLITION_FILED","DISTRESS_FLAG_RAISED","FORECLOSURE_EVENT","
Changed the definition of "get_sponsor_lenders"
⟨41 unchanged words⟩ the pair. Accepts a private credit sponsor id, or a private equityid,whichindependentissponsor or venture id, resolvedthroughto the creditgraph'ssponsorowncarriedcross-referencefrom that same record (basis origin_record) with its basis printed. A pair whose weakest basis is an inference is aninference.
Added "search_cmbs_loans", "search_opportunities" and "search_signals"; changed the definition of "search_people" and "search_property_events" (86 tools before, 89 now)
⟨73 unchanged words⟩ with INVALID_ARGUMENT. Contact points are withheld over MCP;theeachsitecardpublisheswhosethemorganisationperisoffice.on a contact graph carries `reachability` booleans instead (a verified email or phone on record for that name at that organisation, never the value).
Added "find_real_estate_lenders" and "search_documents" (84 tools before, 86 now)
Which lenders have made commercial real estate loans like this one — 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, the latest origination and three example loans with property, city, trust and the SEC filing. This is the answer to 'find lenders for a $100M hotel in Atlanta' or 'who lends on multifamily in Texas':…
The passage behind a fact, with its document — 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 read into, the dfx ids it names, and any claim it states (a commitment amount, an allocation target). Give dfx_id to see only passages naming that entity. Use for 'show me the filing / minutes / quot…
Changed the definition of "search_allocator_commitments"
⟨126 unchanged words⟩ :"string"},"query":{"description":"FundAllocator, fund or manager name contains.","type":"string ⟨34 unchanged words⟩
Changed the definition of "search_property_events"
Only numbers and dates differ: this server embeds live figures in the definition, so the text moves without the contract changing.
⟨68 unchanged words⟩ sales (43,680, 2 states). 9,362359 events fall inside the next 548 days, measured2026-09-23.2026-09-24. Filter by event type, state and days ⟨95 unchanged words⟩ PERMIT_ISSUED, PORTFOLIO_CONTRACTED, PORTFOLIO_EXPANDED, PROPERTY_SOLD, USE_CONVERSION_PERMITTED. Measured2026-09-23.2026-09-24. Passing `within_days` asks about a future whatever the ⟨78 unchanged words⟩
⟨341 unchanged words⟩ LEASE_EXPIRING, LOAN_MATURITY_SCHEDULED, SUBSIDY_CONTRACT_EXPIRING. ENTIRELY HISTORICAL as of
Changed the definition of "search_property_events"
Only numbers and dates differ: this server embeds live figures in the definition, so the text moves without the contract changing.
⟨68 unchanged words⟩ sales (43,680, 2 states). 9,364362 events fall inside the next 548 days, measured2026-09-22.2026-09-23. Filter by event type, state and days ⟨95 unchanged words⟩ PERMIT_ISSUED, PORTFOLIO_CONTRACTED, PORTFOLIO_EXPANDED, PROPERTY_SOLD, USE_CONVERSION_PERMITTED. Measured2026-09-22.2026-09-23. Passing `within_days` asks about a future whatever the ⟨78 unchanged words⟩
⟨341 unchanged words⟩ LEASE_EXPIRING, LOAN_MATURITY_SCHEDULED, SUBSIDY_CONTRACT_EXPIRING. ENTIRELY HISTORICAL as of
Changed the definition of "search_property_events"
Only numbers and dates differ: this server embeds live figures in the definition, so the text moves without the contract changing.
⟨68 unchanged words⟩ sales (43,680, 2 states). 9,368364 events fall inside the next 548 days, measured2026-09-21.2026-09-22. Filter by event type, state and days ⟨95 unchanged words⟩ PERMIT_ISSUED, PORTFOLIO_CONTRACTED, PORTFOLIO_EXPANDED, PROPERTY_SOLD, USE_CONVERSION_PERMITTED. Measured2026-09-21.2026-09-22. Passing `within_days` asks about a future whatever the ⟨78 unchanged words⟩
⟨341 unchanged words⟩ LEASE_EXPIRING, LOAN_MATURITY_SCHEDULED, SUBSIDY_CONTRACT_EXPIRING. ENTIRELY HISTORICAL as of
Changed the definition of "search_property_events"
Only numbers and dates differ: this server embeds live figures in the definition, so the text moves without the contract changing.
⟨77 unchanged words⟩ fall inside the next 548 days, measured2026-09-20.2026-09-21. Filter by event type, state and days ⟨95 unchanged words⟩ PERMIT_ISSUED, PORTFOLIO_CONTRACTED, PORTFOLIO_EXPANDED, PROPERTY_SOLD, USE_CONVERSION_PERMITTED. Measured2026-09-20.2026-09-21. Passing `within_days` asks about a future whatever the ⟨78 unchanged words⟩
⟨341 unchanged words⟩ LEASE_EXPIRING, LOAN_MATURITY_SCHEDULED, SUBSIDY_CONTRACT_EXPIRING. ENTIRELY HISTORICAL as of2026-09-202026-09-21
Changed the definition of "find_lenders_for_financing"
⟨76 unchanged words⟩ lower bounds (BDC pieces), never thecommitment;commitment.a`states`BDCfiltersscheduleoncarriesborrowernoheadquartersborrowerwherestateDFX holds one (GLEIF, about one comparable in six today); the answer reports geo_coverage, so
Added "find_lenders_for_financing" (83 tools before, 84 now)
Which lenders have funded deals like this one — 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 comparable, a book marked under 0.85 and passive holds under $2M. Sizes are lower bounds (BDC pieces), never the commitment; a BDC schedule carries no borrower state, so geography cannot be applied.…
Changed the definition of "search_property_events"
Only numbers and dates differ: this server embeds live figures in the definition, so the text moves without the contract changing.
⟨68 unchanged words⟩ sales (43,680, 2 states). 9,369368 events fall inside the next 548 days, measured2026-09-19.2026-09-20. Filter by event type, state and days ⟨95 unchanged words⟩ PERMIT_ISSUED, PORTFOLIO_CONTRACTED, PORTFOLIO_EXPANDED, PROPERTY_SOLD, USE_CONVERSION_PERMITTED. Measured2026-09-19.2026-09-20. Passing `within_days` asks about a future whatever the ⟨78 unchanged words⟩
⟨341 unchanged words⟩ LEASE_EXPIRING, LOAN_MATURITY_SCHEDULED, SUBSIDY_CONTRACT_EXPIRING. ENTIRELY HISTORICAL as of
Changed the definition of "search_property_events"
Only numbers and dates differ: this server embeds live figures in the definition, so the text moves without the contract changing.
⟨68 unchanged words⟩ sales (43,680, 2 states). 9,370369 events fall inside the next 548 days, measured2026-09-18.2026-09-19. Filter by event type, state and days ⟨95 unchanged words⟩ PERMIT_ISSUED, PORTFOLIO_CONTRACTED, PORTFOLIO_EXPANDED, PROPERTY_SOLD, USE_CONVERSION_PERMITTED. Measured2026-09-18.2026-09-19. Passing `within_days` asks about a future whatever the ⟨78 unchanged words⟩
⟨341 unchanged words⟩ LEASE_EXPIRING, LOAN_MATURITY_SCHEDULED, SUBSIDY_CONTRACT_EXPIRING. ENTIRELY HISTORICAL as of
Added "get_allocator", "get_bdc_portfolio", "get_borrower_capital_structure" and 33 more; changed the definition of "explain_match", "find_capital_for_opportunity", "find_opportunities_for_capital" and 17 more (47 tools before, 83 now)
⟨24 unchanged words⟩ dfx:pe:<uuid> (private equity graph), dfx:ria:<uuid> (registered investment adviser graph), dfx:al:<uuid> (allocator graph), dfx:pc:<uuid> (private credit graph), dfx:ref:<uuid> (real estate fund graph), or a bare real estate UUID.","type" ⟨20 unchanged words⟩ venture graph), dfx:pe:<uuid> (private equity graph), dfx:ria:<uuid> (registered investment adviser graph), dfx:al:<uuid> (allocator graph), dfx:pc:<uuid> (private credit graph), dfx:ref:<uuid> (real estate fund graph), or a bare real estate UUID. ⟨7 unchanged words⟩
Changed the definition of "search_property_events"
Only numbers and dates differ: this server embeds live figures in the definition, so the text moves without the contract changing.
⟨68 unchanged words⟩ sales (43,680, 2 states). 9,372370 events fall inside the next 548 days, measured2026-09-17.2026-09-18. Filter by event type, state and days ⟨95 unchanged words⟩ PERMIT_ISSUED, PORTFOLIO_CONTRACTED, PORTFOLIO_EXPANDED, PROPERTY_SOLD, USE_CONVERSION_PERMITTED. Measured2026-09-17.2026-09-18. Passing `within_days` asks about a future whatever the ⟨78 unchanged words⟩
⟨341 unchanged words⟩ LEASE_EXPIRING, LOAN_MATURITY_SCHEDULED, SUBSIDY_CONTRACT_EXPIRING. ENTIRELY HISTORICAL as of
Changed the definition of "search_property_events"
Only numbers and dates differ: this server embeds live figures in the definition, so the text moves without the contract changing.
⟨68 unchanged words⟩ sales (43,680, 2 states). 9,375372 events fall inside the next 548 days, measured2026-09-16.2026-09-17. Filter by event type, state and days ⟨95 unchanged words⟩ PERMIT_ISSUED, PORTFOLIO_CONTRACTED, PORTFOLIO_EXPANDED, PROPERTY_SOLD, USE_CONVERSION_PERMITTED. Measured2026-09-16.2026-09-17. Passing `within_days` asks about a future whatever the ⟨78 unchanged words⟩
⟨341 unchanged words⟩ LEASE_EXPIRING, LOAN_MATURITY_SCHEDULED, SUBSIDY_CONTRACT_EXPIRING. ENTIRELY HISTORICAL as of
Changed the definition of "search_property_events"
Only numbers and dates differ: this server embeds live figures in the definition, so the text moves without the contract changing.
⟨68 unchanged words⟩ sales (43,680, 2 states). 9,384375 events fall inside the next 548 days, measured2026-09-15.2026-09-16. Filter by event type, state and days ⟨95 unchanged words⟩ PERMIT_ISSUED, PORTFOLIO_CONTRACTED, PORTFOLIO_EXPANDED, PROPERTY_SOLD, USE_CONVERSION_PERMITTED. Measured2026-09-15.2026-09-16. Passing `within_days` asks about a future whatever the ⟨78 unchanged words⟩
⟨341 unchanged words⟩ LEASE_EXPIRING, LOAN_MATURITY_SCHEDULED, SUBSIDY_CONTRACT_EXPIRING. ENTIRELY HISTORICAL as of
Changed the definition of "search_property_events"
Only numbers and dates differ: this server embeds live figures in the definition, so the text moves without the contract changing.
⟨68 unchanged words⟩ sales (43,680, 2 states). 9,390384 events fall inside the next 548 days, measured2026-09-14.2026-09-15. Filter by event type, state and days ⟨95 unchanged words⟩ PERMIT_ISSUED, PORTFOLIO_CONTRACTED, PORTFOLIO_EXPANDED, PROPERTY_SOLD, USE_CONVERSION_PERMITTED. Measured2026-09-14.2026-09-15. Passing `within_days` asks about a future whatever the ⟨78 unchanged words⟩
⟨341 unchanged words⟩ LEASE_EXPIRING, LOAN_MATURITY_SCHEDULED, SUBSIDY_CONTRACT_EXPIRING. ENTIRELY HISTORICAL as of
Changed the definition of "debt_maturity_schedule"
⟨121 unchanged words⟩ whether a maturity event was published for theloan;loan.aACMBSmissing event does not mean the loanwithoutisonedefeased:wasloans filed as defeased (ABS-EE code F, or IP for a portion) are withheld, andwillcode X means defeasance is not
Added "resolve_name" and "search_pending_ownership_changes"; changed the definition of "debt_maturity_schedule", "find_capital_for_opportunity" and "search_property_events" (45 tools before, 47 now)
Only numbers and dates differ: this server embeds live figures in the definition, so the text moves without the contract changing.
⟨51 unchanged words⟩ by maturity. Every maturity_basis is 'confirmed': 19,881821 of 19,881821 loans carry a date filed with the SEC ⟨75 unchanged words⟩
⟨12 unchanged words⟩ Added "find_pe_addons_for_platform", "find_pe_buyers_for_company", "find_pe_companies_for_buyer" and 6 more; changed the definition of "explain_match", "find_capital_for_opportunity", "find_opportunities_for_capital" and 17 more (36 tools before, 45 now)
⟨19 unchanged words⟩ ), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), or a bare real estate UUID.","type" ⟨15 unchanged words⟩ (sponsor graph), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), or a bare real estate UUID. ⟨7 unchanged words⟩
Ranked investorsInvestors
Changed the definition of "search_property_events"
Only numbers and dates differ: this server embeds live figures in the definition, so the text moves without the contract changing.
⟨68 unchanged words⟩ sales (43,680, 2 states). 9,401399 events fall inside the next 548 days, measured2026-09-13.2026-09-14. Filter by event type, state and days ⟨95 unchanged words⟩ PERMIT_ISSUED, PORTFOLIO_CONTRACTED, PORTFOLIO_EXPANDED, PROPERTY_SOLD, USE_CONVERSION_PERMITTED. Measured2026-09-13.2026-09-14. Passing `within_days` asks about a future whatever the ⟨78 unchanged words⟩
⟨341 unchanged words⟩ LEASE_EXPIRING, LOAN_MATURITY_SCHEDULED, SUBSIDY_CONTRACT_EXPIRING. ENTIRELY HISTORICAL as of
Removed "dfx_payment_status", "fund_dfx_account" and "open_dfx_account"; changed the definition of "changes_since", "debt_maturity_schedule", "dfx_coverage" and 33 more (39 tools before, 36 now)
PollAforfeed of what is NEWtosinceyoua cursor, ordered by when DFX learned it rather than by when it happened.TWO CALLS ARE REQUIRED BEFORE YOU SEE ANYTHING: theThe first call,withmadenowithout a cursor,
Changed the definition of "search_family_office_investments"
⟨3 unchanged words⟩ {"asset_class":{"type":"string"},"include_candidates":{"description":"Without an office id the tape covers family-capital offices only (confirmed and probable SFOs, confirmed MFOs, family investment companies and vehicles), the same rule as dfxintel.com. true widens to every classed office, candidates included; each row says its investor_class.","type":"boolean"},"investment_kind":{"description":"portfolio_listing is a company named on the office's own portfolio page without a datedtransaction.transaction; round_participation, direct_investment, recapitalization and credit come from dated press releases and the office's own news.","enum":["acquisition","direct_equity","direct_investment","round_participation","recapitalization","credit","venture","growth","portfolio_listing"]," ⟨60 unchanged words⟩
Changed the definition of "search_property_events"
Only numbers and dates differ: this server embeds live figures in the definition, so the text moves without the contract changing.
⟨72 unchanged words⟩ sales (43,680, 2 states). 9,397401 events fall inside the next 548 days, measured2026-09-12.2026-09-13. Filter by event type, state and days ⟨95 unchanged words⟩ PERMIT_ISSUED, PORTFOLIO_CONTRACTED, PORTFOLIO_EXPANDED, PROPERTY_SOLD, USE_CONVERSION_PERMITTED. Measured2026-09-12.2026-09-13. Passing `within_days` asks about a future whatever the ⟨78 unchanged words⟩
⟨352 unchanged words⟩ LEASE_EXPIRING, LOAN_MATURITY_SCHEDULED, SUBSIDY_CONTRACT_EXPIRING. ENTIRELY HISTORICAL as of
Changed the definition of "search_people"
⟨25 unchanged words⟩ 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. Contact points are withheld over MCP; the site publishes them per office.
{"additionalProperties":false,"properties":{"cross_graph_only":{"description":"Only people who are the same person on two graphs (a venture professional who is also on a family office's ADV Schedule A), linked by shared individual CRD; returns both cards.","type":"boolean"},"current_only":{"default":true,"type":"boolean ⟨80 unchanged words⟩
Added "explain_match", "find_capital_for_opportunity", "find_opportunities_for_capital" and 21 more; changed the definition of "changes_since", "debt_maturity_schedule" and "what_can_dfx_answer" (15 tools before, 39 now)
{"properties":{"dfx_id":{"description":"With `domain`: watch one entity (dfx:fo:, dfx:isi: or dfx:vc: id).","type":"string"},"domain":{"description":"Ask an intelligence domain instead of real estate; then `since` is an ISO timestamp.","enum":["family_office","independent_sponsor","venture_capital"],"type":"string"},"event_type":{"description":"One family. Same vocabulary ⟨127 unchanged words⟩
Only numbers and dates differ: this server embeds live figures in the definition, so the text moves without the contract changing.
⟨9 unchanged words⟩ ONLY priced tool on this server. The other14
Certificate recorded, valid to 2026-10-27
Authorization not required
First tool surface recorded: 15 tools (server version 0.14.0)
Showing the latest 61 events. The API returns up to 500 and filters by kind: ?kind=tool_surface_changed
⟨83 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨142 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨63 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨57 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨91 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨61 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨158 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨128 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨47 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨127 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨87 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨107 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨121 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨96 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨65 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨95 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨54 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨58 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨88 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨80 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨112 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨66 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨135 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨105 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨146 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨83 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨118 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨166 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨88 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨187 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨105 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨105 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨91 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨62 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨132 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨229 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨51 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨140 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨85 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨133 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨132 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨134 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨85 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨89 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨170 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨113 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨63 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨124 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨65 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨67 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨52 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨88 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨245 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨96 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨76 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨121 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨94 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨72 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨90 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨100 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨144 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨108 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨146 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨71 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨163 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨160 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨39 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨171 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨96 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨146 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨113 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨110 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨153 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨193 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨71 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨135 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨103 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨144 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨109 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨51 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨34 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨70 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨73 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨48 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨51 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨72 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨81 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨195 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨41 unchanged words⟩ DFX plan on the vertical, a listnamesreturns its first 5 rowsand returnsinthefullrestandwithatheircountfigures,ofdatestheandrestclassesbybuttypenames(locked.count,ids andlocked.by_type),URLsneverreadtheLOCKED;rows; a record names its subject and the first ⟨43 unchanged words⟩
⟨96 unchanged words⟩ property type, maturity window, distress or sponsortext.text, or ask for ONE building with property (its name or street address, e.g. 'Park West Village', '1384 Broadway') or property_dfx_id (the id resolve_address or get_property_record gave). The answer to 'Texas multifamily loans maturing in ⟨111 unchanged words⟩
⟨135 unchanged words⟩ "minimum":1,"type":"integer"},"property":{"description":"One building by its name or street address, as a buyer writes it: 'Renaissance Seattle Hotel', '225 & 233 Park Avenue South', 'One West 34th Street'. Matched on the tape's property name and address after normalising both (case, punctuation, & as and, Street as St); a single house number also finds a range address. Use this, not sponsor, for a building name.","type":"string"},"property_dfx_id":{"description":"A core property id (from resolve_address or get_property_record): the loans on that building, including its notes in other trusts.","type":"string"},"property_type":{"enum":["retail","office" ⟨36 unchanged words⟩
⟨85 unchanged words⟩ firm id, date window or minimum advisors. Absorbed also returns acquisitions measured from registration history (a succession, half the firm in one 14-day chain, or 25 or more advisors in one month) with the advisors transferred, how many are still registered through the acquirer at 30, 90, 182 and 365 days, and the pooled retention of similar-size deals. No press, no rumours, no predictions. ACCESS: ⟨83 unchanged words⟩
{"additionalProperties":false,"properties":{"acquirer":{"description":"The acquirer's name; every adviser CRD carrying it (whole words) is included.","type":"string"},"acquirer_crd":{"type":"string"},"cursor" ⟨62 unchanged words⟩ "},"since":{"description":"ISO date.","type":"string"},"target":{"description":"The acquired firm's name; every adviser CRD carrying it (whole words) is included.","type":"string"},"target_crd":{ ⟨8 unchanged words⟩
Advisors showing observed signs they might move, with what was observed and when — 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 ADV) and carries the back-test that admitted it: the 365-day move rate with and without it, the lift with its 95% interval (only lower bounds of 1.15 or more are served) and the lift inside the move mo…
The one person most likely to own the decision, with distinct backups, why, route type and confidence
For oneopportunityorganization (opportunity_iddfx_id,fromorsearch_opportunitiesits name in `organization`, resolved through the identity layer so every graph the institution is on is read) or oneorganizationopportunity (dfx_idopportunity_id from search_opportunities):theONE recommended person and up to two DISTINCT backups,eachrankedwithfortitle,arolepurposefamily(private_credit,why this personadvisor_recruiting,fitsacquisitions,THIScapital_raising,opportunitylending_desk,decisionlp_fundraisingauthority...).(observedPeople come fromaeverysource,contactorsourceinferredDFXfromholds: thetitle,organization'sandownlabelledteamwhich)pages,theFormcontactADVrouteScheduleTYPESAonofficers,recordsponsorwithandtheirproviderrightsprincipals,classprivate(RESALEABLEequity,REVEALABLEventure,INTERNAL_USE)family office andverificationallocator staff,roleandfreshness,namedthecontactkindroutes.ofEachsourcepersonthatcarriesshowstitle,therolepersonfamily,andwhyconfidencetheybyfitdimensionthe(identitypurpose,currentdecisionrole,authorityrole(inferredrelevance,fromemail,thephonetitle,authorityor observed,overall).labelledAlsowhich), theopportunity's readiness rung (SIGNAL_ONLYcontacttorouteCOMMERCIAL_READY)TYPESandonwhatrecordblockswiththetheirnextrightsrung.classWith(RESALEABLE,aREVEALABLE,purposeINTERNAL_USE) anda dfx_idverification,peoplethearekindre-rankedandforhostthatofpurposethe(recruitingevidence,lp_fundraising,andcredit_originationconfidence...).byNeverdimension.returnsNever an email addressor, phone number or a person's page: routes are types only, and a person known only from a data provider is returned as a role,notwithanamename.null. If nobodysuitable ison record holds a role that owns the purpose it saysso;so and lists the roles that would; a generic inbox is never offered as a ⟨85 unchanged words⟩
⟨34 unchanged words⟩ from search_opportunities.","type":"string"},"organization":{"description":"The organization's name, when no dfx_id is at hand (e.g. 'Akoya Capital Partners').","type":"string"},"purpose":{"description":"What the caller wants to talk about;re-rankspeopleatareanrankedorganization.for it.","enum":["acquisition","acquisitions","advisor_recruiting","capital_raising","co_investment","consultant_search","credit_origination","distressed_credit","lending_desk","lp_fundraising","placement","private_credit","property_capital","re_lending","recruiting","refinancing ⟨7 unchanged words⟩
⟨5 unchanged words⟩ :false,"readOnlyHint":true,"title":"The one person most likely to own the decision, with distinct backups, why, route type and confidence"}
How many companies exist in a NAICS code and state, and how many DFX holds — 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 contractors are there in Ohio and how many do you cover'. A multi-state firm counts once in each state, as SUSB defines. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and r…
A named sponsor's own holdings and what they say about its strategy — 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 firm name. The first read for 'which companies fit this sponsor's strategy': read what it owns before searching for lookalikes. ACCESS: without a paid DFX plan on the vertical, a list names its first 5…
Who finances independent sponsor deals: ranked providers, repeat pairs, or the deals — 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 returns the deal rows. role_class=debt keeps lenders, senior, mezzanine, unitranche and subordinated debt; equity keeps equity and co-invest. EBITDA filters use the TARGET's estimated EBITDA band (employee…
Family offices holding a sector in their 13F — 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 the 13F filing. Sectors are the SEC's own SIC codes on each issuer (CUSIP to ticker to SEC CIK to EDGAR SIC). Give SIC codes (3674 semiconductors, 6021/6022 banks, 1311 oil and gas, 2834 pharmaceutic…
Which BDCs changed what they say about a topic in their risk factors or MD&A — 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 this quarter'. A refreshed number is reported as numbers_updated, not as a change. For the passages themselves use search_documents. ACCESS: without a paid DFX plan on the vertical, a list names its…
CMBS loans that went to foreclosure, REO or deed in lieu, and how they ended — 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 that reported the resolution. Plus a summary by resolution and the total loss reported. The answer to 'which CMBS loans went to foreclosure and how were they resolved'. A zero realized loss is stored as…
⟨130 unchanged words⟩ it before search_private_credit, whose industry filter lists borrowers. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨51 unchanged words⟩ stated sectors. Returns the behaviour it reasoned from. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨45 unchanged words⟩ is not a statement that no add-on fits. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨79 unchanged words⟩ offices and capital providers as well, use find_capital_for_opportunity. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨49 unchanged words⟩ which is not a statement that nothing fits. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨146 unchanged words⟩ so pair it with search_bank_cre_exposure for local banks. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨116 unchanged words⟩ estimates are labelled and nothing predictive is published. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨35 unchanged words⟩ commitment. Debt only by default. Paged at 25. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨115 unchanged words⟩ not on the tape and are never inferred. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨75 unchanged words⟩ lender that files no schedule is invisible here. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨95 unchanged words⟩ not computed this, never that no relationship exists. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨109 unchanged words⟩ repeat across successive reports of the same plan. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨53 unchanged words⟩ through time, and every change at facility grain. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨83 unchanged words⟩ provider or BDC id, or a BDC's CIK. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨42 unchanged words⟩ One answer to 'show me everything on X'. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨46 unchanged words⟩ are withheld over MCP. Accepts dfx:fo: ids. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨76 unchanged words⟩ predict. Filter by vertical, status or signal key. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨68 unchanged words⟩ evidence and cross-graph links. Accepts dfx:isi: ids. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨100 unchanged words⟩ fund or company id and returns that card. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨54 unchanged words⟩ not a fund; use get_pe_firm for the manager. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨123 unchanged words⟩ only where a binding passed its blind labels. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨93 unchanged words⟩ is not this year. Nothing here is predictive. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨134 unchanged words⟩ only where a binding passed its blind labels. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨71 unchanged words⟩ dfx:ria: id or the individual CRD number. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨106 unchanged words⟩ firm or fund id, or a firm CRD. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨154 unchanged words⟩ predictive. Accepts dfx:ria: ids or a CRD. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨76 unchanged words⟩ every reviewed advisor disclosing a role in it. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨175 unchanged words⟩ Accepts a dfx:ria: id or a CRD. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨93 unchanged words⟩ excluded; RAUM sums double count affiliates. Nothing predictive. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨93 unchanged words⟩ announced deal, not read from a BDC schedule. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨50 unchanged words⟩ evidence and cross-graph links. Accepts dfx:vc: ids. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨121 unchanged words⟩ ) or plain words. Returns dfx:fo: ids. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨39 unchanged words⟩ path within budget, not that they are unconnected. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨128 unchanged words⟩ Real estate organisations are resolved by resolve_organization instead. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨73 unchanged words⟩ get_ria_advisor's summary; call get_ria_advisor(dfx_id) for the history. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨120 unchanged words⟩ estimates are labelled and nothing predictive is published. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨122 unchanged words⟩ estimates are labelled and nothing predictive is published. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨77 unchanged words⟩ week. Poll with the `next_since` the answer returns. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨131 unchanged words⟩ debt fund loans are not on this tape. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨51 unchanged words⟩ BDC that tags no maturity contributes nothing here. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨112 unchanged words⟩ not cite a row is refused, never returned. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨53 unchanged words⟩ with fewer per-domain filters than the domain searches. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨55 unchanged words⟩ for. Ordered and windowed by when events occurred. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨40 unchanged words⟩ since-date. The evidence behind 'this office backs X'. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨76 unchanged words⟩ or a named co-investor. Returns dfx:fo: ids. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨234 unchanged words⟩ happened, a completed succession) as a forecast. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨84 unchanged words⟩ and target companies are not in these results. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨65 unchanged words⟩ condition, class, subject id or minimum rank. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨110 unchanged words⟩ or venture firms (search_family_offices, search_independent_sponsors, search_vc_firms). ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨82 unchanged words⟩ vintage range, lifecycle or minimum reported gross assets. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨60 unchanged words⟩ firm. Returns dfx:pe: company ids for find_pe_addons_for_platform. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨79 unchanged words⟩ since-date, add-ons only, control or target name. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨88 unchanged words⟩ owners and percentages are not returned as fact. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨103 unchanged words⟩ name at that organisation, never the value). ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨96 unchanged words⟩ size and minimum opportunity. Returns dfx:isi: ids. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨134 unchanged words⟩ not on the tape and are never inferred. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨60 unchanged words⟩ increase, decrease, single-lender mark) only with include_routine. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨151 unchanged words⟩ only where a binding passed its blind labels. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨148 unchanged words⟩ only where a binding passed its blind labels. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨27 unchanged words⟩ links to the same entity on other graphs. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨159 unchanged words⟩ may appear on both graphs (get_entity same_as). ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨84 unchanged words⟩ why. Not a prediction of who will move. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨134 unchanged words⟩ never a conclusion; there is no master score. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨103 unchanged words⟩ , ownership, firm, consolidation) or subject id. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨98 unchanged words⟩ Fund reporting after 2024-12-31 is roster counts only. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨91 unchanged words⟩ advisors. No press, no rumours, no predictions. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨59 unchanged words⟩ with registration dates; street addresses are never read. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨123 unchanged words⟩ general; the caveats name the two measured exceptions. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨91 unchanged words⟩ formula in get_ria_practice; no book size, no revenue. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨132 unchanged words⟩ rule over dates, never a claim about intent. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨97 unchanged words⟩ every card names the observation it rests on. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨40 unchanged words⟩ , sector text, SBIC status or fund size. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨23 unchanged words⟩ target, type, state, since-date or name text. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨58 unchanged words⟩ the pair. Filter by sponsor or lender id. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨61 unchanged words⟩ and individual deals are not on these cards. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨37 unchanged words⟩ , vintage range, strategy or Form D sold. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨40 unchanged words⟩ partner, stage, state, since-date or lead only. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨60 unchanged words⟩ and identity claims; property facts are outside them. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨69 unchanged words⟩ a situation without an id is not accepted. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨151 unchanged words⟩ generic inbox is never offered as a substitute. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
⟨29 unchanged words⟩ in the window, not that nothing is happening. ACCESS: without a paid DFX plan on the vertical, a list names its first 5 rows and returns the rest with their figures, dates and classes but names, ids and URLs read LOCKED; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 3 days for $1 at https://dfxintel.com/data-factory/plans.
{"additionalProperties":false,"properties":{"allocates_to_managers":{"description":"Offices with a manager or fund commitment on record, or a stated allocation.","type":"boolean"},"asset_class":{"type":"string"},"city" ⟨30 unchanged words⟩ ,"NOT_FAMILY_OFFICE"],"type":"string"},"co_invested_with":{"description":"Firm names the office has co-invested with.","items":{"type":"string"},"type":"array"},"counterparty_kind":{"enum":["pe","vc","family_office","lender","independent_sponsor","capital_provider"],"type":"string"},"cursor":{"type":"string"},"event_since":{"description":"ISO date for has_event_type; default two years back.","type":"string"},"has_event_type":{"description":"Offices with one of these events since event_since.","items":{"enum":["FAMILY_LIQUIDITY_EVENT","CIO_HIRED","CIO_JOINED","CIO_LEFT","INVESTMENT_PROFESSIONAL_JOINED","INVESTMENT_PROFESSIONAL_LEFT","INVESTMENT_TEAM_EXPANDED","SUCCESSION_EVENT","NEW_INVESTMENT_VEHICLE","FORM_D_FILED","FUND_COMMITMENT_DISCLOSED","NEW_MANAGER_RELATIONSHIP","DIRECT_INVESTMENT_ANNOUNCED","PORTFOLIO_ADD_ON","PORTFOLIO_EXITED","OFFICE_FORMED","ADVISER_REGISTERED","DIRECT_INVESTMENT_PROGRAM_LAUNCHED","NEW_ASSET_CLASS","OFFICE_EXPANDED","OFFICE_RELOCATED","REAL_ESTATE_LINKED","PRIVATE_FUND_REPORTED","CO_INVESTMENT_RELATIONSHIP_OBSERVED"],"type":"string"},"type":"array"},"has_real_estate":{"description":"Offices with a real ⟨41 unchanged words⟩ carries one.","type":"boolean"},"industries":{"description":"Canonical industry codes, any of.","items":{"type":"string"},"type":"array"},"invests_directly":{"type":"boolean"},"limit" ⟨17 unchanged words⟩ ,"recent_activity_days":{"type":"integer"},"region":{"enum":["new_england","mid_atlantic","southeast","midwest","southwest","mountain","pacific","northeast","west","west_coast","south","sunbelt","east_coast","rockies","great_lakes","tri_state"],"type":"string"},"sector":{"description":"A sectoron thewordoffice'sorrecord,canonicale.g.code (industrial,servicesfintech, healthcare, realestate.estate); matched on the canonical industries array.","type":"string"},"sort":{ ⟨9 unchanged words⟩ "Two-letter US state code.","type":"string"},"states":{"description":"Two-letter codes, any of.","items":{"type":"string"},"type":"array"}},"required":[],"type":"object"}
⟨10 unchanged words⟩ pattern points to (a borrower reaching non-accrual, a pension plan re-upping with a manager, anadvisorRIAmovingentering succession, aplannursingcommittinghome closing), the horizon, the pattern's lift over ⟨90 unchanged words⟩ event, persona, horizon, economic size, band, contact coverage or entity. Rows come ranked by the model's entity rank (rank.position, rank.family_percentile). Use FIRST forquestionsanyshapedquestionlikeabout'familywhatofficesis likely,tonext,deploynear-term,$25Mabout to$75Mhappen,inorthewhonextshows12indicators.months'Sayorwhich'PE-ownedstatuscompanieseachlikelyrowtohas:refinanceVALIDATEDovermay$100Mbewithindescribed18asmonths'.a measured pattern; TESTING and PROSPECTIVE_ONLY are emerging indicators and must not be called predictions. An empty answer means no governed forward row matches, not that nothing isdeveloping.developing: then say plainly that DFX has no validated forward signal for it (get_forward_signal_ledger shows what was tested and failed), and never offer completed events (a move that happened, a completed succession) as a forecast.
{"additionalProperties":false,"properties":{"contact":{"description":"actionable: a decision maker with a professional email, LinkedIn or direct line. any_person: a named decision maker at least. Flags only; no contact value is returned.","enum":["actionable","any_person"],"type":"string"},"cursor":{"description":"next_cursor from a previous ⟨106 unchanged words⟩ the row was framed for (e.g. lend,recruitacquire, serve, distribute, raise).; matches the row's persona or any of its applicable_personas.","type":"string"},"predicted_event":{ ⟨51 unchanged words⟩
Rank family offices against a buyer's criteria — 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), plus capital band, last deal, top decision maker (name and title, no contact value) and signal. The envelope says per criterion how many candidates it could be evaluated on. Geography and class ar…
Private companies withan ownership transitionownership-changecomingfilings
⟨7 unchanged words⟩ plan history, final filings, ownership changes)showrecord atransitionchange: 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 composite's top decile transacted at 0.94x the base rate at 24 months, so never present a high score as a company likely to sell or transact; present the filed changes as the evidence. Filter by vertical, state, NAICS prefix, ⟨8 unchanged words⟩
⟨6 unchanged words⟩ readOnlyHint":true,"title":"Private companies withan ownership transitionownership-changecomingfilings"}
⟨31 unchanged words⟩ (4,721), scheduled loan maturities (3,395281) now national rather than Massachusetts, CMBS distress ⟨23 unchanged words⟩ sales (43,778, 2 states). 9,434385 events fall inside the next 548 days, ⟨97 unchanged words⟩ first: BANKRUPTCY_EVENT, CERTIFICATE_OF_OCCUPANCY, DEMOLITION_FILED, DISTRESS_FLAG_RAISED, FORECLOSURE_EVENT, FORECLOSURE_FILED, LOAN_MODIFIED, PERMIT_ISSUED, PORTFOLIO_CONTRACTED, PORTFOLIO_EXPANDED, PROPERTY_SOLD, ⟨89 unchanged words⟩
⟨148 unchanged words⟩ COMPLIANCE_PERIOD_ENDING","DEMOLITION_FILED","DISTRESS_FLAG_RAISED","FORECLOSURE_EVENT","FORECLOSURE_FILED","LEASE_EXPIRING","LOAN_MATURITY_SCHEDULED","LOAN_MODIFIED","PERMIT_ISSUED","PERMIT_STATUS_CHANGED","PORTFOLIO_CONTRACTED","PORTFOLIO_EXPANDED","PROPERTY_SOLD","SUBSIDY_CONTRACT_EXPIRING","TAX_LIEN_LISTED","USE_CONVERSION_PERMITTED","VACANT_FORECLOSURE_REGISTERED"],"type":"string"},"include_past":{ ⟨188 unchanged words⟩ nothing: BANKRUPTCY_EVENT, CERTIFICATE_OF_OCCUPANCY, DEMOLITION_FILED, DISTRESS_FLAG_RAISED, FORECLOSURE_EVENT, FORECLOSURE_FILED, LOAN_MODIFIED, PERMIT_ISSUED, PORTFOLIO_CONTRACTED, PORTFOLIO_EXPANDED, PROPERTY_SOLD, ⟨5 unchanged words⟩
⟨44 unchanged words⟩ COMPLIANCE_PERIOD_ENDING","DEMOLITION_FILED","DISTRESS_FLAG_RAISED","FORECLOSURE_EVENT","FORECLOSURE_FILED","LEASE_EXPIRING","LOAN_MATURITY_SCHEDULED","LOAN_MODIFIED","PERMIT_ISSUED","PERMIT_STATUS_CHANGED","PORTFOLIO_CONTRACTED","PORTFOLIO_EXPANDED","PROPERTY_SOLD","SUBSIDY_CONTRACT_EXPIRING","TAX_LIEN_LISTED","USE_CONVERSION_PERMITTED","VACANT_FORECLOSURE_REGISTERED"],"type":"string"},"limit": ⟨117 unchanged words⟩
How each forward pattern was measured — 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, REJECTED). Rejected patterns are listed on purpose: they are what DFX tested and found did not predict. Filter by vertical, status or signal key.
What is likely to happen next, with how well each pattern was measured — Forward opportunities across DFX: an entity, the event a measured pattern points to (a borrower reaching non-accrual, an advisor moving, a plan committing), 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 range with its unit, dated why-now facts, the evidence labelled by kind, confidence by dimension, and whether a person is identified. Each row says whether it may be read as 'likely to' (a VALIDATED pattern) or only as an emerging indicator. The likelihoo…
⟨7 unchanged words⟩ pc: sponsor id, or a dfx:pe:, dfx:isi: or dfx:vc: id the credit graph carries.","type": ⟨28 unchanged words⟩
Only numbers and dates differ: this server embeds live figures in the definition, so the text moves without the contract changing.
⟨64 unchanged words⟩ (Boston only), and recorded sales (43,680778, 2 states). 9,359434 events fall inside the next 548 days, ⟨197 unchanged words⟩
CMBS loans with status, special servicing, DSCR, maturity and sponsor — 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, balance, maturity, originator, and the sponsor as the prospectus annex discloses it (sponsor column, else carve-out guarantor, labelled). Each row carries the core property id where the building chain reso…
Opportunities built from signals — 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 named and reachable beneficiaries. No contacts and no sales state. Filter by condition, class, subject id or minimum rank.
What matters now: the published signal cards — 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 each organisation, whether a verified contact route exists and how many. Filter by family, domain, subject id, since date or minimum exposure. Not a prediction: every card names the observation it rests…
⟨94 unchanged words⟩ bound) to count.","type":"number"},"states":{"description":"Two-letter borrower headquarters states, e.g. [\"TX\",\"FL\"]. Thins the universe to borrowers with a known state.","items":{"type":"string"},"type":"array"}},"required":["industry"],"type":"object"}
⟨24 unchanged words⟩ dfx:pe:<uuid> (private equity graph), dfx:ria:<uuid> (registered investment adviser graph), dfx:al:<uuid> (allocator graph), dfx:pc:<uuid> (private credit graph), dfx:ref:<uuid> (real estate fund graph), or a bare real estate UUID.","type" ⟨14 unchanged words⟩
⟨24 unchanged words⟩ dfx:pe:<uuid> (private equity graph), dfx:ria:<uuid> (registered investment adviser graph), dfx:al:<uuid> (allocator graph), dfx:pc:<uuid> (private credit graph), dfx:ref:<uuid> (real estate fund graph), or a bare real estate UUID.","type" ⟨46 unchanged words⟩
⟨24 unchanged words⟩ dfx:pe:<uuid> (private equity graph), dfx:ria:<uuid> (registered investment adviser graph), dfx:al:<uuid> (allocator graph), dfx:pc:<uuid> (private credit graph), dfx:ref:<uuid> (real estate fund graph), or a bare real estate UUID.","type" ⟨5 unchanged words⟩
⟨24 unchanged words⟩ dfx:pe:<uuid> (private equity graph), dfx:ria:<uuid> (registered investment adviser graph), dfx:al:<uuid> (allocator graph), dfx:pc:<uuid> (private credit graph), dfx:ref:<uuid> (real estate fund graph), or a bare real estate UUID.","type" ⟨5 unchanged words⟩
⟨24 unchanged words⟩ dfx:pe:<uuid> (private equity graph), dfx:ria:<uuid> (registered investment adviser graph), dfx:al:<uuid> (allocator graph), dfx:pc:<uuid> (private credit graph), dfx:ref:<uuid> (real estate fund graph), or a bare real estate UUID.","type" ⟨5 unchanged words⟩
⟨24 unchanged words⟩ dfx:pe:<uuid> (private equity graph), dfx:ria:<uuid> (registered investment adviser graph), dfx:al:<uuid> (allocator graph), dfx:pc:<uuid> (private credit graph), dfx:ref:<uuid> (real estate fund graph), or a bare real estate UUID.","type" ⟨29 unchanged words⟩ venture graph), dfx:pe:<uuid> (private equity graph), dfx:ria:<uuid> (registered investment adviser graph), dfx:al:<uuid> (allocator graph), dfx:pc:<uuid> (private credit graph), dfx:ref:<uuid> (real estate fund graph), or a bare real estate UUID. ⟨7 unchanged words⟩
⟨27 unchanged words⟩ 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 publishes them, so one institution that is a private equitygraphs.manager, a registered adviser, a private credit manager, a real estate fund manager and a manager holding allocator capital comes back as one identity with the id on each graph, never as five unrelated firms. Ranked exact, prefix, then word match; one ⟨20 unchanged words⟩
⟨4 unchanged words⟩ description":"Comma-separated: family_office, independent_sponsor, venture_capital,private_equity.private_equity, ria, allocators, private_credit, real_estate_funds. Default:all four.all.","type":"string"},"entity_type":{ ⟨39 unchanged words⟩
⟨17 unchanged words⟩ "Comma-separated: real_estate, family_office, independent_sponsor, venture_capital,private_equity.private_equity, ria, allocators, private_credit, real_estate_funds. Default: all.","type":"string"}," ⟨7 unchanged words⟩ pe_firm, platform, fund, person, property,organization.organization, ria_firm, advisor, private_fund, allocator, consultant, manager, credit_provider, bdc, borrower, vehicle.","type":"string"},"has_real_estate":{ ⟨57 unchanged words⟩
⟨24 unchanged words⟩ dfx:pe:<uuid> (private equity graph), dfx:ria:<uuid> (registered investment adviser graph), dfx:al:<uuid> (allocator graph), dfx:pc:<uuid> (private credit graph), dfx:ref:<uuid> (real estate fund graph), or a bare real estate UUID.","type" ⟨51 unchanged words⟩
⟨123 unchanged words⟩ dfx:pe:<uuid> (private equity graph), dfx:ria:<uuid> (registered investment adviser graph), dfx:al:<uuid> (allocator graph), dfx:pc:<uuid> (private credit graph), dfx:ref:<uuid> (real estate fund graph), or a bare real estate UUID.","type" ⟨21 unchanged words⟩
⟨16 unchanged words⟩ and tenure, from public filings and firmpages.pages; with domain=ria, IAPD-registered advisors by name or firm. By name, or by organization_dfx_id, or by ⟨48 unchanged words⟩
⟨45 unchanged words⟩ ["family_office","independent_sponsor","venture_capital","private_equity","ria","allocators","real_estate_funds"],"type":"string"},"investment_responsibility":{ ⟨30 unchanged words⟩ venture graph), dfx:pe:<uuid> (private equity graph), dfx:ria:<uuid> (registered investment adviser graph), dfx:al:<uuid> (allocator graph), dfx:pc:<uuid> (private credit graph), dfx:ref:<uuid> (real estate fund graph), or a bare real estate UUID. ⟨53 unchanged words⟩
⟨27 unchanged words⟩ dfx:pe:<uuid> (private equity graph), dfx:ria:<uuid> (registered investment adviser graph), dfx:al:<uuid> (allocator graph), dfx:pc:<uuid> (private credit graph), dfx:ref:<uuid> (real estate fund graph), or a bare real estate UUID.","type" ⟨13 unchanged words⟩
⟨47 unchanged words⟩ dfx:pe:<uuid> (private equity graph), dfx:ria:<uuid> (registered investment adviser graph), dfx:al:<uuid> (allocator graph), dfx:pc:<uuid> (private credit graph), dfx:ref:<uuid> (real estate fund graph), or a bare real estate UUID.","type" ⟨28 unchanged words⟩ venture graph), dfx:pe:<uuid> (private equity graph), dfx:ria:<uuid> (registered investment adviser graph), dfx:al:<uuid> (allocator graph), dfx:pc:<uuid> (private credit graph), dfx:ref:<uuid> (real estate fund graph), or a bare real estate UUID. ⟨14 unchanged words⟩
⟨57 unchanged words⟩ dfx:pe:<uuid> (private equity graph), dfx:ria:<uuid> (registered investment adviser graph), dfx:al:<uuid> (allocator graph), dfx:pc:<uuid> (private credit graph), dfx:ref:<uuid> (real estate fund graph), or a bare real estate UUID.","type" ⟨17 unchanged words⟩
⟨24 unchanged words⟩ dfx:pe:<uuid> (private equity graph), dfx:ria:<uuid> (registered investment adviser graph), dfx:al:<uuid> (allocator graph), dfx:pc:<uuid> (private credit graph), dfx:ref:<uuid> (real estate fund graph), or a bare real estate UUID.","type" ⟨22 unchanged words⟩ dfx:pe:<uuid> (private equity graph), dfx:ria:<uuid> (registered investment adviser graph), dfx:al:<uuid> (allocator graph), dfx:pc:<uuid> (private credit graph), dfx:ref:<uuid> (real estate fund graph), or a bare real estate UUID.","type" ⟨32 unchanged words⟩ venture graph), dfx:pe:<uuid> (private equity graph), dfx:ria:<uuid> (registered investment adviser graph), dfx:al:<uuid> (allocator graph), dfx:pc:<uuid> (private credit graph), dfx:ref:<uuid> (real estate fund graph), or a bare real estate UUID. ⟨30 unchanged words⟩
⟨30 unchanged words⟩ dfx:pe:<uuid> (private equity graph), dfx:ria:<uuid> (registered investment adviser graph), dfx:al:<uuid> (allocator graph), dfx:pc:<uuid> (private credit graph), dfx:ref:<uuid> (real estate fund graph), or a bare real estate UUID.","type" ⟨32 unchanged words⟩ venture graph), dfx:pe:<uuid> (private equity graph), dfx:ria:<uuid> (registered investment adviser graph), dfx:al:<uuid> (allocator graph), dfx:pc:<uuid> (private credit graph), dfx:ref:<uuid> (real estate fund graph), or a bare real estate UUID. ⟨8 unchanged words⟩
⟨24 unchanged words⟩ dfx:pe:<uuid> (private equity graph), dfx:ria:<uuid> (registered investment adviser graph), dfx:al:<uuid> (allocator graph), dfx:pc:<uuid> (private credit graph), dfx:ref:<uuid> (real estate fund graph), or a bare real estate UUID.","type" ⟨16 unchanged words⟩
⟨24 unchanged words⟩ dfx:pe:<uuid> (private equity graph), dfx:ria:<uuid> (registered investment adviser graph), dfx:al:<uuid> (allocator graph), dfx:pc:<uuid> (private credit graph), dfx:ref:<uuid> (real estate fund graph), or a bare real estate UUID.","type" ⟨10 unchanged words⟩
One allocator, consultant, manager or fund in full — 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 through get_entity. For a consultant: client counts on the tape and its ADV institutional numbers. For a manager or fund: which public LPs back it and its pe / vc reference. A target is never an act…
One BDC's schedule of investments at a quarter end — 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.
One borrower as its BDC lenders see it — 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: arithmetic over filed figures, a sum of pieces is a lower bound; carried: from another DFX graph with its source; inferred: an attribution by rule with confidence). A mark below cost is a mark, not…
One borrower's facilities and the lender group on each — 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 commitment, and a lender that files no schedule is invisible here.
How capital reaches this institution, and where it goes next — 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 rest on and a confidence. Paths are built only from identity-grade or measured links; a candidate link is labelled and carries a confidence below 0.5. NOT_COVERED means the path layer has not computed t…
Who committed to this manager or fund, or what this allocator committed to — 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 source with a quote) and the real estate fund LP tape. Dated commitments with an amount by default; value-only holdings (a line in a performance report, never an approval) only with include_holdings…
One facility with its lender group and history — 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.
One credit provider or BDC in full — 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), its largest facilities held with the co-lenders, and the sponsors it finances. Accepts a dfx:pc: provider or BDC id, or a BDC's CIK.
One real estate fund manager in full — 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, property events attributed through those bindings, the public plans that disclosed commitments, the people on its Schedule A, recent events and the same institution's records on other graphs by shared identifier. Accepts a dfx:ref: id or the manager's CRD. Gross asset value is a fund's assets on a filing date: never fund size, never commitments, never dry powder, and a quarantined reading enters no su…
Real estate fund trends by year — 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 managers by summed gross asset value. The tape starts in 2011 and ends with the 2024 filings, so the first years carry funds that already existed and the last year is not this year. Nothing here is pr…
One real estate fund vehicle in full — 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- ADV fund id or an 021- Form D number. Gross asset value is a fund's assets on a filing date: never fund size, never commitments, never dry powder, and a quarantined reading enters no sum. The sworn ta…
One registered advisor in full — 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 estimated. Disclosure flags, outside business text and street addresses are withheld. Accepts a dfx:ria: id or the individual CRD number.
An adviser's identifier links to the private capital graphs — 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 manager advises'. The 200 largest funds are checked. A link is an identifier match; its precision by basis is not yet sampled, and a name is never a basis. Accepts a dfx:ria: firm or fund id, or a firm…
One RIA firm in full — 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 funds with the count still reported, teams that left or arrived, the latest departures and arrivals, recent events, and same_as links to the private equity, venture, family office and sponsor graphs…
One adviser's practice profile, anomalies, offices, retention and public contact path — 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 account, discretionary and institutional shares, employees per advisor, advisors per office, one-year growth), the practice archetypes with the printed rule that admitted each (19 rules; a firm can …
RIA state statistics, advisor flows and firm growth — 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 between annual amendments, with employees, offices and fund counts one and three years back; under $100M RAUM excluded by default). Counts are over registration dates with bulk re-registrations excluded…
Which lenders finance this sponsor's borrowers — 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 id, which is resolved through the credit graph's own cross-reference with its basis printed. A pair whose weakest basis is an inference is an inference.
A person's name plus a firm to one advisor card — 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_advisor's summary; call get_ria_advisor(dfx_id) for the history.
The commitment tape: who committed to which fund, when, in the plan's own words — 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 multiple where printed, and the source URL with a quote. Filter by allocator, manager (who backs this manager), fund, consultant, status, bucket, re-ups only, first-time only, since date; sort by date, a…
Search institutional allocators, consultants, managers and funds — 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 client counts on the tape; entity_type=manager lists managers by the public LPs that disclose a fund of theirs (who backs this manager); entity_type=fund lists funds by public LPs. A bare query with …
What changed on the allocator, private credit and real estate fund graphs — 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 existed when the arm was created are excluded, so history never reads as this week. Poll with the `next_since` the answer returns.
The maturity wall: facilities maturing inside a window — 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.
Search lenders, BDCs, borrowers, sponsors and credit funds — 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 lenders, maturity before a date, sort). Every row names its fact class (filed: the BDC's own figure; derived: arithmetic over filed figures, a sum of pieces is a lower bound; carried: from another DFX …
What changed on the private credit tape — 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, maturities and spreads moving (observed term changes, not amendments), maturities approaching, sponsor x lender pairs forming and repeating. Routine changes (each new piece, increase, decrease, single-lender mark) only with include_routine.
Search real estate fund managers — 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 their bases, validated property bindings and their loans, and the public plans that disclose commitments. Filter by state, strategy class, size band, operator model, gross asset value, vehicles, pro…
Search real estate fund vehicles — 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` takes a name, an 805- fund id or an 021- Form D number. Feeders are excluded unless asked for (a feeder's assets are its master's, counted twice). Gross asset value is a fund's assets on a filing d…
Search RIA firms, advisors and private funds — 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 individual CRD (with entity_type=advisor) or an SEC private fund id (805-...). Filter firms by state, class, wealth managers only, RAUM band, advisor headcount or private funds; advisors by firm CRD or …
Advisor firm changes as registration dates — 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_bulk; departures with no registered destination are excluded unless include_departures. A move is two dates on IAPD, never a statement about why. Not a prediction of who will move.
ADV anomalies against comparable advisers — 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), TEMPORAL (a change between the last two annual amendments beyond a base-size threshold and in the top or bottom decile of peer changes), COMBINATION (two changes together: RAUM down with advisors sta…
What changed on the RIA graph since a timestamp — 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 timestamp; poll with the `next_since` the answer returns. The historical backfill was written on 2026-09-15, so a `since` before that day returns history in bulk; the Data Factory's first-seen accrual for…
Private funds an adviser reports on Form ADV — 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_custodians, each fund's custodians (question 25) with city, state, SEC number and LEI. Filter by adviser (dfx:ria: id or CRD), name, type, status, state, Form D number or minimum gross assets. Fund reporting…
RIA acquisitions and exits as filed facts — 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, headline, advisor count or RAUM as magnitude, and the source. Filter by kind, acquirer or target CRD, firm id, date window or minimum advisors. No press, no rumours, no predictions.
Branch-level advisor movement — 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 read.
Screen advisers by practice archetype, operating metrics and flags — 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, OCIO_INSTITUTIONAL_ADVISORY, DUAL_WEALTH_AND_ASSET_MANAGER, WRAP_PROGRAM_SPONSOR, PLANNING_LED_PRACTICE; each a printed rule), class, RAUM band, advisors, one-year RAUM growth, RAUM per advisor, priv…
Advisors who moved together — 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 of the firm, or a succession naming it), CHANNEL_CHANGE (the two CRDs are one enterprise: same name, same 75%+ owner around the move, or one name a prefix of the other; enterprise_evidence says which;…
Which lenders finance which sponsors — 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.
Only numbers and dates differ: this server embeds live figures in the definition, so the text moves without the contract changing.
⟨31 unchanged words⟩ (4,721), scheduled loan maturities (3,422395) now national rather than Massachusetts, CMBS distress and workout reporting (167163 delinquency flags across 26 states,128123 foreclosures across2221), issued building permits and demolition filings ( ⟨4 unchanged words⟩ sales (43,680, 2 states). 9,399390 events fall inside the next 548 days, ⟨197 unchanged words⟩
A name to DFX ids, fast, across every private capital graph — 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 and private equity graphs. Ranked exact, prefix, then word match; one row per entity; typically under 200 ms. The first call before get_entity. Real estate organisations are resolved by resolve_organization instead.
Official pending nursing home ownership changes — 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), first public record date, days pending, planned close, evidence tags with their facts, source URL and last checked. With changed_since, returns what changed (new application, agenda, vote, withdrawal,…
⟨31 unchanged words⟩ ), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), or a bare real estate UUID.","type":"string"},"investor_types":{"description":"Default: independent_sponsor, capital_provider, family_office, venture_capital. private_equity adds the private equity matcher's computed buyers for a company id (always included for a dfx:pe: company).","items":{"enum":["independent_sponsor","capital_provider","family_office","venture_capital","private_equity"],"type":"string"},"type": ⟨33 unchanged words⟩
⟨19 unchanged words⟩ ), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), or a bare real estate UUID.","type" ⟨14 unchanged words⟩
⟨19 unchanged words⟩ ), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), or a bare real estate UUID.","type" ⟨46 unchanged words⟩
⟨19 unchanged words⟩ ), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), or a bare real estate UUID.","type" ⟨5 unchanged words⟩
⟨7 unchanged words⟩ the sponsor graph: a sponsor (with itscomputedverificationcompanystatus,matchesthe 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, ⟨32 unchanged words⟩
⟨19 unchanged words⟩ ), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), or a bare real estate UUID.","type" ⟨5 unchanged words⟩
⟨19 unchanged words⟩ ), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), or a bare real estate UUID.","type" ⟨5 unchanged words⟩
⟨19 unchanged words⟩ ), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), or a bare real estate UUID.","type" ⟨24 unchanged words⟩ (sponsor graph), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), or a bare real estate UUID. ⟨7 unchanged words⟩
⟨8 unchanged words⟩ their capital providers, private companies, venture firms, private equity firms and funds, and real estate organisations: by name, or ⟨34 unchanged words⟩
⟨16 unchanged words⟩ description":"Comma-separated: real_estate, family_office, independent_sponsor,venture_capital.venture_capital, private_equity. Default: all.","type":"string"},"entity_type":{"description":"family_office, sponsor, capital_provider, company, vc_firm, pe_firm, platform, fund, person, property, organization.","type ⟨59 unchanged words⟩
Dated events across family offices, sponsors, venture, private equity and real estate: investments announced, vehicles formed ⟨47 unchanged words⟩
⟨19 unchanged words⟩ ), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), or a bare real estate UUID.","type" ⟨51 unchanged words⟩
⟨118 unchanged words⟩ ), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), or a bare real estate UUID.","type" ⟨21 unchanged words⟩
IndependentVerifiedsponsorsindependent sponsor firms (deal-by-deal acquirers of lower middle market companies) as compact cards:classificationverificationwithstatus,confidenceclassification, mandate summary, principals, vehicle count and latest vehicle,companyandmatchhowcount.manyWithcompanies`sector`,resemble theanswersponsor'sisobservedOBSERVEDdeals.behaviour:Onlysponsorsfirmsrankedwhosebyidentitytheevidencecompaniesnamestheythemmatched(eligibilityinVERIFIED_SPONSOR_FIRM)thatareverticalreturnedwithunlesssectorinclude_unverifiedevidenceis(vehiclestrue,filedwhichthere)returnsfirst,thethenunverifiedsize/activity-onlyfilingmatchesgroups and candidates as a labelled research list. With `sector`,eachthelabelled.answer is OBSERVED behaviour: verified sponsors with observed deals in that vertical first. Returns dfx:isi: ids. Capital providers and ⟨7 unchanged words⟩
⟨3 unchanged words⟩ {"city":{"type":"string"},"include_unverified":{"description":"true returns the research list instead: unverified Form D filing groups and candidates, never paired with companies. Default false.","type":"boolean"},"kind":{"enum":["independent_sponsor","sponsor_candidate" ⟨67 unchanged words⟩
People across the family office, sponsor, venture andventureprivate equity graphs
⟨44 unchanged words⟩ "enum":["family_office","independent_sponsor","venture_capital","private_equity"],"type":"string"},"investment_responsibility":{ ⟨27 unchanged words⟩ ), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), or a bare real estate UUID.","type" ⟨28 unchanged words⟩ venture_partner, operating_partner, platform, founder_executive, board, other. private_equity: managing_partner, partner, operating_partner, vice_president, business_development and the other categories on each card.","type":"string"}},"required": ⟨2 unchanged words⟩
⟨8 unchanged words⟩ title":"People across the family office, sponsor, venture andventureprivate equity graphs"}
⟨22 unchanged words⟩ ), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), or a bare real estate UUID.","type" ⟨13 unchanged words⟩
⟨42 unchanged words⟩ ), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), or a bare real estate UUID.","type" ⟨23 unchanged words⟩ (sponsor graph), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), or a bare real estate UUID. ⟨14 unchanged words⟩
⟨52 unchanged words⟩ ), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), or a bare real estate UUID.","type" ⟨17 unchanged words⟩
⟨19 unchanged words⟩ ), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), or a bare real estate UUID.","type" ⟨17 unchanged words⟩ ), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), or a bare real estate UUID.","type" ⟨27 unchanged words⟩ (sponsor graph), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), or a bare real estate UUID. ⟨30 unchanged words⟩
⟨25 unchanged words⟩ ), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), or a bare real estate UUID.","type" ⟨27 unchanged words⟩ (sponsor graph), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), or a bare real estate UUID. ⟨8 unchanged words⟩
⟨19 unchanged words⟩ ), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), or a bare real estate UUID.","type" ⟨16 unchanged words⟩
⟨19 unchanged words⟩ ), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), or a bare real estate UUID.","type" ⟨10 unchanged words⟩
Add-on candidates for a platform company — 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.
Private equity firms that could buy this company — 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 population count: that means DFX has not computed buyers for it, never that no buyer exists. For sponsors, family offices and capital providers as well, use find_capital_for_opportunity.
Companies a private equity firm should look at — 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.
One private equity firm in full — 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 investments and transactions, top counterparties (lenders, advisers, placement agents, co-investors with shared-deal counts), every score WITH its components and missing_inputs, recent events, evidence, and sa…
One private equity fund in full — 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 fund; use get_pe_firm for the manager.
Search private equity firms — 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; acquisition appetite and investment velocity values. Filter by name, class, class_state, size_band, state or minimum transactions in 36 months. Returns dfx:pe: ids. Funds, people, transactions, score…
Private equity funds and their amounts — 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, lifecycle state, owner and LP counts. Filter by name, manager, ADV fund type, vintage range, lifecycle or minimum reported gross assets.
Private equity platform companies — 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:pe: company ids for find_pe_addons_for_platform.
Private equity transactions — 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 disclosed, each beside its basis. An undisclosed amount is absent, never estimated. Filter by firm (any party), target, platform, type, target state, since-date, add-ons only, control or target name.
⟨18 unchanged words⟩ :"string"},"domain":{"description":"Ask anAn intelligence domain instead of real estate;thenwith it, `since` is an ISO timestamp.","enum":[ ⟨4 unchanged words⟩ string"},"event_type":{"description":"Onefamily. Same vocabularyservedaseventsearch_property_events.family.","enum":["BANKRUPTCY_EVENT","CERTIFICATE_OF_OCCUPANCY"," ⟨31 unchanged words⟩ which means the backlog was longer than onecall:pagegoandagainmore rows are available immediately with the returnedcursor rather than waiting for your next poll interval.cursor. The cursor is the last row on the page, never the present moment, so nothing isskipped by doing so.skipped.","type":"integer"},"place_dfx_id":{ ⟨9 unchanged words⟩ description":"Opaque cursor from a previous call.OmitUnset on the first call,towhichestablishestablishes aposition; thatpositioncalland returns no events by design.","type": ⟨11 unchanged words⟩
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"What DFX has learned since your last call"}
PAID, $1.00: confirmedConfirmed commercial mortgage maturities for one state
PAID: $1.00 USD per delivered schedule. This is the ONLY priced tool on this server. The other 38 are freeFree, keyless andpermanently so.unauthenticated. Returns the LOAN rather than the event: ⟨68 unchanged words⟩ is estimated or inferred from a term length.HOW TO GET A PRICE, FREE: call this tool with no `authorize` argument and no credential. You are not charged andEverynotresponserefused.statesYouhowreceivemanyaloansrealDFXquoteholds foryour exact arguments,theprice, every field that would arrive, the known limits, and the number of rows your dollar would actually buy, so afilterthat would deliver one row is visible before you spend anything. HOW TO ACTUALLY BE CHARGED: resend the identical call with `authorize`andan `X-DFX-Account` header holding a funded account key. THIS IS THE ONLY THING ON THIS SERVER THAT NEEDS A CREDENTIAL, and it is the reasonwhether thehandshake's 'no signup'delivery isabout the free tier and not about this tool. To get onecomplete,call open_dfx_account onsothisansameanswerserver;cappednoathuman200steprows isneeded to open it, and a balance must be funded before it can spend. Everything elseneverhere,presentedincludingas thequote itself, needs no account at all. FREE ALTERNATIVE, AND IT IS A REAL ONE: search_property_eventswholewithpopulation.event_type=LOAN_MATURITY_SCHEDULEDEachreturnsrowupsaystowhether50a maturityEVENTSeventperwaspagepublished for thesame state, dated and sourced, each carrying the loan's balance, rate and instrument, but no lender, no origination and no term. It is also a smaller population: an event has to be resolved toloan; asingle building, so aCMBS loansecured by several is in the paid tape and not in the free index. Use the free tool for timing and the numbers, thiswithout onefor thewaswholefiledstateasindefeasedoneandcallwillwithnotthebecomelenderanamed.refinancing.
{"properties":{"authorize":{"description":"Omit to be quoted. Supply to be charged and served in one response.","properties":{"max_price_usd":{"description":"YOUR ceiling, checked before ours. If the price exceeds it you are refused rather than charged.","type":"number"},"quote_id":{"description":"from the PAYMENT_REQUIRED reply","type":"string"}},"required":["quote_id","max_price_usd"],"type":"object"},"limit":{"default":200,"description":"Maximum loans, up to 200.The price does not change with the row count.","type":"integer"},"state":{"description":"Two letter state code.Required: the schedule is priced per state.Required.","type":"string"},"within_days":{ ⟨17 unchanged words⟩
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Confirmed commercial mortgage maturities for one state"}
⟨18 unchanged words⟩ state and where nothing carries a calibrated probability.Call this before concludingItthatseparates an empty resultmeansfrom an absent market.Call it withWith NO argumentsfor: the full grid:, every event family, every state, measured.Call it withWith `state` and/or `event_type`for: a direct verdict on that one slice ( ⟨47 unchanged words⟩
⟨3 unchanged words⟩ ":"Optional: narrows the answer to thisfamily. Same vocabularyservedaseventsearch_property_events.family.","enum":["BANKRUPTCY_EVENT","CERTIFICATE_OF_OCCUPANCY"," ⟨33 unchanged words⟩
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"What DFX actually covers, and what it does not"}
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Why these two fit, and why not"}
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Who could buy, fund or finance this"}
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"What this investor should be looking at"}
⟨32 unchanged words⟩ other graphs (labelled as candidates), andthe tools that gopointersdeeper.toThedeepersingleviews.callOnethatansweranswersto 'show me everything on X'.
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Everything DFX knows about one id"}
⟨42 unchanged words⟩ CRD/CIK/EIN). Contact points are withheld over MCP.Same answer as get_entity for aAccepts dfx:fo:id.ids.
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"One family office in full"}
⟨47 unchanged words⟩ Plus relationships, events, evidence and cross-graph links.Same answer as get_entity for aAccepts dfx:isi:id.ids.
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"One sponsor, provider or private company in full"}
Two directions from one call.Pass aA PROPERTY dfx_idand getreturns the tenants observed at that building: tenant ⟨13 unchanged words⟩ lease expiration date where the source discloses one.Pass aA COMPANY dfx_idand getreturns where that company is observed to operate.Pass`company` with `address` (plus city and state)to havechecks ONE claimchecked: does DFX hold this company at this ⟨43 unchanged words⟩ disclosure, never a statement about the space.IdsAcceptscomethefromcanonicalresolve_address,propertyresolve_organization,andorcompanythedfx_ids`dfx_id`carriedonbyanyaddresssearch_property_eventsandrow.name resolution results and by event rows.
⟨2 unchanged words⟩ description":"Street address for the one-claim check.PassUsed`company`together withit.`company`.","type":"string"},"city":{ ⟨19 unchanged words⟩ ":"Company name, for the one-claim check.PassUsed`address`together withit.`address`; a company name alone is refused.","type":"string"},"dfx_id":{ ⟨18 unchanged words⟩ read from the object, not from aflag you have to set.flag.","type":"string"},"limit":{ ⟨25 unchanged words⟩
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Who occupies a property, or where a company operates"}
⟨71 unchanged words⟩ a parcel, and both come back in full:,takeincludingonethefrom`dfx_id`resolve_address,carriedorontakeeverytheaddress`dfx_id`resolutionoffobjectanyandroweverysearch_parcelsparcelreturned.search row.
⟨12 unchanged words⟩ Both work and both come back in full.SourcesAccepted forms: the `dfx_id` onanyanobjectaddressfromresolutionresolve_addressobject, the `dfx_id` onanyarowparcelfromsearchsearch_parcelsrow, or the`verify.dfx_id`evidence `dfx_id` handle carried on everyevent a searchreturnedreturns.event.","type":"string"}},"required":
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Everything DFX holds about one property or parcel"}
⟨47 unchanged words⟩ Plus relationships, events, evidence and cross-graph links.Same answer as get_entity for aAccepts dfx:vc:id.ids.
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"One venture firm, person, fund or company in full"}
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"How two entities are connected"}
⟨46 unchanged words⟩ return one, the other, or both. Free.StartThehere,idsthenreturnedcallareget_property_recordthewithcanonicalanpropertyid.and parcel ids used across this server.
⟨27 unchanged words⟩ address carrying its own city and state issplit here, soacceptedpasswholetheinwhole`address`lineandrathersplitthanserversplittingside.itAyourself.valueGivengivenexplicitlyhereittakeswinsprecedence over anything parsed out of `address`.","type ⟨12 unchanged words⟩ address, not a page of a search.Raise it only when`address_group_size` on a resultsaysreports when several published records share the address.","type ⟨13 unchanged words⟩
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Resolve a US street address to a property or parcel"}
⟨48 unchanged words⟩ , so a partial or differently punctuated nameis expected to returnreturns several candidatesand picking between themratheristhanyoursonetochosendo.match.","type":"string"}},"required": ⟨3 unchanged words⟩
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Resolve a company name to a DFX entity"}
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"FDIC-insured banks by commercial real estate concentration"}
⟨33 unchanged words⟩ stable dfx ids and a per-domain coverage note.Start hereBreadthwhenacrossyoueverydodomainnotinknowonewhichquery,domainwithholdsfewertheper-domainanswer;filtersusethan the domainsearch tools when you do.searches.
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Search every DFX domain at once"}
⟨46 unchanged words⟩ and fund-reporting noise is excluded unless asked for.ForOrdered'whatandchangedwindowedsincebyT'whenuseeventschanges_since.occurred.
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"The change tape across domains"}
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Observed family office investments"}
⟨45 unchanged words⟩ recent activity or AUM. Returns dfx:fo:ids for get_family_officeids./Peopleget_entity.andNotindividualforinvestmentspeopleare(search_people)notoroninvestmentsthese(search_family_office_investments).cards.
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Search US family offices"}
⟨52 unchanged words⟩ matches, each labelled. Returns dfx:isi: ids.NotCapitalforproviderscapitalandproviderstarget(search_sponsor_capital_providers)companiesoraretargetsnot(search_private_companies).in these results.
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Search independent sponsors"}
⟨43 unchanged words⟩ tax and the year built. This is theonlyway to ask a QUESTION of the parcel layer:resolve_address needswithout an addressyou alreadyinhave.hand. Every answer states the true match count alongside ⟨33 unchanged words⟩ AND IT IS A HANDLE, NOT ALABEL.LABEL:Passtheitcanonicaltoparcelget_property_recordid this server uses for that parcel's events, ownership, debt and recorded sales.That is the parcel-by-id lookup, and this is where the ids come from when you did not start with an address.
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Find parcels by place, use, tenure, vintage and assessed value"}
⟨37 unchanged words⟩ are connected to family offices' in one call. At least one of query, organization_dfx_id, role, investment_responsibility or cross_graph_only is required; a call with none of them is refused with INVALID_ARGUMENT. Contact points are withheld over MCP; the site publishes them per office.
⟨89 unchanged words⟩ ,"type":"string"},"query":{"description":"A person's name (contains).","type":"string"},"role":{"description" ⟨27 unchanged words⟩
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"People across the family office, sponsor and venture graphs"}
⟨46 unchanged words⟩ state, NAICS prefix, size and minimum opportunity.Then find_capital_for_opportunity(dfx_id) for who should buy orReturnsfunddfx:isi:it.ids.
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Private companies with an ownership transition coming"}
Dated events over US properties and parcels, with provenance and aheadline you can show ahuman-readableperson.headline. Covers LIHTC compliance period endings (the Year ⟨187 unchanged words⟩ first. PAGING: a full page carries `next_cursor`.Pass it backSupplied as `cursor` with every other argument unchanged,toitcontinue;continues the traversal; `next_cursor` is null on the last page, ⟨47 unchanged words⟩
{"properties":{"cursor":{"description":"Continue a previous page. Pass theThe `next_cursor`returned byfromthealastpreviouscall,page.withWith EVERY other argument identical,toitgetreturns the rows afterit. Repeatthatuntilpage. `next_cursor` is null,which is theonlysignal thatonce the whole result set has been read: ⟨11 unchanged words⟩ shrink when two sources publish the same event.Opaque;Opaque,doand notconstructconstructed orediteditedone.by hand. An unreadable cursor is REFUSED rather than ignored, so acallertraversalcanis neverbesilently restarted at page one.","type":"string"},"event_type":{"description":"ONE family per call.Omit itLeftandunset, every family is searched together, which mixes populations of very differentsizes and is rarely what you want: name the family.sizes. The list is generated from what this server actually publishes today, so it grows without a release.Call dfx_coverage forAnhowemptymanyresultofforeacha familyexistin agivenstatebeforeisreadingnotanbyemptyitselfresultevidenceasof an absentmarket.market: coverage per family and state is measured and published separately.","enum":["BANKRUPTCY_EVENT","CERTIFICATE_OF_OCCUPANCY"," ⟨95 unchanged words⟩ soonest first; the envelope reports this as `applied_date_floor`.Pass`include_past=true`forreturns the full history.","type":"integer"} ⟨23 unchanged words⟩ now, and it cannot reach the past.ForA historical event fails every forward window, so any value here returns an empty list for a backward-looking question (\"recent sales\", \"foreclosures that already happened\")OMIT this argument entirely. A historical event fails every forward window,so passingwhichonereadsreturnslike anemptyabsentlistmarket;thatthosereadseventslikeareanreachedabsentwithmarket.this argument unset. 548 is eighteen months. FORWARD FAMILIES, which ⟨33 unchanged words⟩
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Find dated property events by type, state and time window"}
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Published edges on one entity"}
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Capital providers that fund independent sponsors"}
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Announced sponsor transactions"}
⟨101 unchanged words⟩ , deepest queue first. Every row carries theproperty dfx_idcanonicalforpropertyget_property_record.dfx_id. Free. ONE ANNUAL CAPTURE, effective 2025-12-31, stated ⟨62 unchanged words⟩
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"HUD-subsidised projects by place, programme, occupancy and waiting list"}
⟨52 unchanged words⟩ raising, emerging manager. Returns dfx:vc: ids.Not for funds (search_vc_funds)Funds, people(search_people)andorindividual deals(search_vc_investments).are not on these cards.
⟨68 unchanged words⟩ carries one (websites unread this cycle);findfirms remain reachable through the investors recorded on their portfoliocompanies instead.companies.","type":"string"},"sort":{ ⟨21 unchanged words⟩
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Search venture capital firms"}
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Venture funds and their amounts"}
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Venture round participations"}
⟨46 unchanged words⟩ absence of evidence is UNKNOWN, never CONTRADICTED.ForItsapredicates cover investment, acquisition, co-investment, employment and identity claims; propertyfactfactsuseareget_property_record.outside them.
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Check a claim against DFX's evidence"}
DescribeTakes an objective in natural language andget backreturns whether DFX can help,whichthe toolto call,nametheand argumentstothatcallanswer itwith, and a free sample of the result. Says no clearly when the answer is no.Call this firstAcceptsifobjectivesyouthat do notknowyetwhatmap toaskafor.specific query. READ ONLY, and the annotation means it: ⟨40 unchanged words⟩
⟨34 unchanged words⟩ ,"properties":{"event_type":{"description":"SameOnevocabularyservedaseventsearch_property_eventsfamily","enum":["BANKRUPTCY_EVENT","CERTIFICATE_OF_OCCUPANCY"," ⟨39 unchanged words⟩ :"object"},"domain":{"description":"Ask about oneOne domain's coverage and tools, answered instead of routing a real estate objective."," ⟨41 unchanged words⟩ sentence is what the free sample is drawnfrom, so name one.from.","type":"string"},"topic":{ ⟨26 unchanged words⟩
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Ask in plain language whether DFX can help"}
⟨54 unchanged words⟩ exposed lenders and real estate offices. Needs anid: ifentityyouoronlyeventhaveid; a description ofthea situation,callwithoutfind_capital_for_opportunityanwithiditisinstead.not accepted.
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"The economic counterparties to an entity or event"}
{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Why this entity is relevant now"}
Has DFX actually been paid for this quote? — Reads the DFX payment ledger for one quote. Free. It is the ONLY trustworthy answer to 'did my payment go through'. A browser redirect, a Stripe success page and a client's own belief are all not receipts. This reads DFX rows, which advance only on a Stripe event DFX verified against Stripe's signature and then re-read from api.stripe.com. AWAITING_PAYMENT means keep polling. PAID means your balance is funded and you may now repeat the paid call with `authorize`.
Open a Stripe payment for one quote and get the payment URL — Opens a Stripe payment for exactly one quote, into the account key you present, and returns the hosted payment URL and a payment id. THE AMOUNT IS READ FROM THE QUOTE, SERVER SIDE. There is no field on this tool through which a price can be proposed, raised or lowered. A CARD MUST STILL BE AUTHORIZED. That is the card network's boundary and not a DFX design choice: show the URL and the price to your human, or present your own payment credential to Stripe. Everything either side of that step is callable by a machine. Returning to the success page is NOT a receipt. Poll dfx_payment_status until…
Open your own DFX economic account. Free, instant, no human. — Creates an economic identity you control, with NO money in it. Free. No human approval, no email, no contract, no sales call. It returns an account key ONCE. DFX stores only its digest and can never show it to you again, so store it before your next call. THE ACCOUNT STARTS AT $0.00 AND CANNOT BUY ANYTHING. DFX mints identity and never credit: a balance moves only when Stripe confirms a payment and DFX re-reads that payment from Stripe. There is no argument anywhere on this server through which you can propose a balance. Call this only if you intend to buy a paid capability. Every discovery, …
⟨81 unchanged words⟩ "integer"}},"type":"object"},"domain":{"description":"Ask about one domain's coverage and tools instead of routing a real estate objective.","enum":["real_estate","family_office","independent_sponsor","venture_capital"],"type":"string"},"objective":{"description":"What you are trying ⟨37 unchanged words⟩ so name one.","type":"string"},"topic":{"description":"A topic in your own words ('family office direct investing', 'venture fundraising'); answers with the domains that cover it.","type":"string"}},"required":["objective"],"type":"object"}
Why these two fit, and why not — 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.
Who could buy, fund or finance this — Ranked investors for a company (dfx_id) or a described opportunity (sector, state, deal size, stage, control): independent sponsors from the computed match plane with its reasons and blockers, capital providers whose mandate names the sector and who are making new investments, family offices with observed investments or stated sectors in it, venture firms when the opportunity is venture-shaped. Every row says its basis (computed_match, observed_investments, derived). No unexplained scores.
What this investor should be looking at — 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.
Everything DFX knows about one id — 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 the tools that go deeper. The single call that answers 'show me everything on X'.
One family office in full — 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. Same answer as get_entity for a dfx:fo: id.
One sponsor, provider or private company in full — The full card for any entity on the sponsor graph: a sponsor (with its computed company matches and announced transactions), a capital provider (with fund size, average investment, SBIC status, strategy, whether making new investments) or a private company (with its transition signals and sponsor matches). Plus relationships, events, evidence and cross-graph links. Same answer as get_entity for a dfx:isi: id.
One venture firm, person, fund or company in full — 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. Same answer as get_entity for a dfx:vc: id.
How two entities are connected — 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.
Search every DFX domain at once — One search across family offices, independent sponsors and their capital providers, private companies, venture firms 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. Start here when you do not know which domain holds the answer; use the domain search tools when you do.
The change tape across domains — Dated events across family offices, sponsors, venture 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 unless asked for. For 'what changed since T' use changes_since.
Observed family office investments — 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'.
Search US family offices — 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 deployment, and counts of people, sponsor and real estate relationships. Filter by state, sector, direct investing, recent activity or AUM. Returns dfx:fo: ids for get_family_office / get_entity. Not for people (search_people) or investments (search_family_office_investments).
Search independent sponsors — Independent sponsors (deal-by-deal acquirers of lower middle market companies) as compact cards: classification with confidence, mandate summary, principals, vehicle count and latest vehicle, company match count. With `sector`, the answer is OBSERVED behaviour: sponsors ranked by the companies they matched in that vertical with sector evidence (vehicles filed there) first, then size/activity-only matches, each labelled. Returns dfx:isi: ids. Not for capital providers (search_sponsor_capital_providers) or targets (search_private_companies).
People across the family office, sponsor and venture graphs — Investment professionals, principals and family office staff as names with titles, roles, seniority, investment responsibility, organisation and tenure, from public filings and firm pages. By name, or by organization_dfx_id, or by role. Contact points are withheld over MCP; the site publishes them per office.
Private companies with an ownership transition coming — US private companies whose filings (Form 5500 plan history, final filings, ownership changes) show a transition: vertical, plan participants as a size proxy, EBITDA band where derivable, and scores 0 to 100 for opportunity, dealability, transition readiness and urgency, each backed by observations. Filter by vertical, state, NAICS prefix, size and minimum opportunity. Then find_capital_for_opportunity(dfx_id) for who should buy or fund it.
Published edges on one entity — 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.
Capital providers that fund independent sponsors — 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.
Announced sponsor transactions — 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.
Search venture capital firms — 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. Not for funds (search_vc_funds), people (search_people) or deals (search_vc_investments).
Venture funds and their amounts — 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.
Venture round participations — 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.
Check a claim against DFX's evidence — 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 family office') or a structured subject / predicate / object / year. DFX contradicts only what its own record contradicts; absence of evidence is UNKNOWN, never CONTRADICTED. For a property fact use get_property_record.
The economic counterparties to an entity or event — 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 id: if you only have a description of the situation, call find_capital_for_opportunity with it instead.
Why this entity is relevant now — 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.