Primary use case Fundraising / Capital Formation Investor Relations / LP Coverage Institutional Sales / Business Development Deal Sourcing / M&A / Corporate Development Market / Company Research Multiple Teams / Enterprise Other
Coverage of interest Family offices Family offices + institutional investors Investors + companies + transaction context
Workflow need Research and monitoring Research plus investor CRM and outreach
Selected product Family Office Intelligence Global Investor Intelligence Full Market Intelligence Family Office Fundraising OS Global Fundraising OS Full Market + Fundraising OS Enterprise Revenue Agents — scoped intelligence request You can change the suggestion. Fundraising OS and Enterprise configurations are reviewed with the team.
Named users
Pricing segment Standard Emerging Manager Fund I-III managers or teams with fund AUM under $250 million; eligibility requires confirmation.