Single Family Office Database
A single family office database is a dataset of SFO profiles with mandate signals, verified contacts, and decision-chain context used for allocator targeting.
Allocator relevance: Transforms a hard-to-map allocator segment into an actionable coverage universe—if verification + authority mapping are strong.
Expanded Definition
A useful SFO database goes beyond names and websites. It captures: investment preferences (asset classes, sectors, liquidity posture), decision-maker roles (principal vs CIO vs gatekeeper), ticket sizes, geography, and verification metadata (source confidence, last verified). Because SFOs can be deliberately private, confidence scoring and data lineage matter.
For Altss, the differentiation is OSINT-driven authority mapping and recency discipline—reducing false positives in outreach.
How It Works in Practice
Users filter by mandate fit and geography, then build target lists and route outreach based on validated roles. Watchlists and change detection help keep routing current as teams evolve.
Decision Authority and Governance
Data governance must define what qualifies as an SFO, evidence rules for mandate fields, and validation thresholds for labeling decision-makers.
Common Misconceptions
- An SFO database is inherently accurate (SFOs are opaque).
- “Contact info” is enough without authority mapping.
- One profile timestamp equals field freshness.
Key Takeaways
- Authority mapping is the difference between a list and intelligence.
- Confidence + recency protect usability.
- Field-level freshness is ideal for outreach.