DFX Real Estate Intelligence

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, private-client and HNW shares, private funds, and flags (PE owner on Schedule A, bank owner, custody, performance fees, wrap, pension consulting, financial planning), sorted by RAUM, growth, RAUM per advisor, advisors, clients per advisor, average HNW client or headcount growth. Every metric is derived from filed fields with its formula in get_ria_practice; no book size, no revenue. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; 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, 7 days free at https://dfxintel.com/data-factory/plans.

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; left out unless asked for by kind). Filter by from or to firm, kind, move type, state, minimum members or date; include_members lists the people. A team is a rule over dates, never a claim about intent. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; 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, 7 days free at https://dfxintel.com/data-factory/plans.

Provider and sponsor pairs from announced independent sponsor transactions. Give a sponsor (name or dfx:isi: id) to list the law firms, banks, accountants and QoE providers it has used, each with deals together, first and last deal and the roles; or give a provider to list the sponsors it has served. family narrows to one kind of provider (legal, investment_banking, accounting, qoe ...). rank_for_sponsor 1 means the provider is that sponsor's most used in the family. Returns dfx:isi: ids for both sides. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; 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, 7 days free at https://dfxintel.com/data-factory/plans.

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 on. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; 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, 7 days free at https://dfxintel.com/data-factory/plans.

SBICs, mezzanine and private equity funds, and family offices observed providing capital to independent sponsors: provider type, strategy, fund style, fund size and average investment (kept apart), vintage, SBIC licence, whether making new investments, mandate summary. Filter by state, type, sector text, SBIC status or fund size. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; 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, 7 days free at https://dfxintel.com/data-factory/plans.

Announced acquisitions, recapitalisations and exits by independent sponsors: sponsor, target, dates, enterprise value range where disclosed, structure, parties and source. Filter by sponsor, target, type, state, since-date or name text. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; 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, 7 days free at https://dfxintel.com/data-factory/plans.

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. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; 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, 7 days free at https://dfxintel.com/data-factory/plans.

Search HUD's project-level Picture of Subsidized Households: 29,455 subsidised projects nationally, one row per project and programme, with units AVAILABLE (HUD's subsidised units available, which excludes units offline for rehab or disposition; occupancy is measured against these, so 100% of 20 available can be 20 of 50 built), occupied units, occupancy percent, MONTHS ON THE WAITING LIST, average rent, average household income, average tenure and what HUD pays per unit per month. Filter by state, city, programme (Public Housing, Section 8 NC/SR, Section 236, 202/PRAC, 811/PRAC, Mod Rehab), minimum waiting list, occupancy range and minimum units. Ordered by waiting list, deepest queue first. Every row carries the canonical property dfx_id. Free. ONE ANNUAL CAPTURE, effective 2025-12-31, stated on every row: this is a snapshot of demand, not a change over time. A NULL waiting list is an absent disclosure (housing authorities report it, private owners under a HAP contract mostly do not), never an empty queue; min_waiting_months EXCLUDES such rows and the answer states how many projects in the same place report one. Tenant composition is not published here.

The firms that invest most often beside a named venture firm, from the rounds both were named on: shared portfolio companies, shared rounds, the last and first shared dates, stages of the shared rounds, who led, and sample shared companies. The firm is resolved to its firm group; its own funds, group members and aliases are excluded. Give the firm's name or its dfx:vc: id. Use for 'who co-invests with Bessemer', 'frequent co-investors of a16z'. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; 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, 7 days free at https://dfxintel.com/data-factory/plans.

Venture managers with an emerging-manager score of 0.5 or more (few funds, recent first vintage, small reported assets), with the score, sector evidence, fund count and first vintage. Filter by sector, state or city, a fund launched since a date (launched_since), or first appearance on the SEC adviser roster since a date (new_adviser_since). Use for 'emerging managers investing in climate', 'emerging managers that launched funds this quarter', 'new venture managers in Massachusetts'. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; 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, 7 days free at https://dfxintel.com/data-factory/plans.

Acquisitions, IPOs and listings of venture-backed companies, with the investor that reported it and the date's basis: occurred (a dated source) or observed (seen on a portfolio page, deal date unpublished). dated_only keeps only exits with a transaction date. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; 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, 7 days free at https://dfxintel.com/data-factory/plans.

Companies on the venture graph that raised since a date, each financing labelled an ANNOUNCED ROUND (press: round type, stage, amount where disclosed) or an SEC FORM D OFFERING (never called a round: no stage, lead or investors). sector is matched on the company's own words, every term required ('enterprise ai' needs both). debt_only keeps offerings that include debt securities. order_by=amount ranks by the financing's amount, largest first, one row per company: the read for 'largest venture rounds of 2026' (since=2026-01-01, order_by=amount) and 'biggest raises this quarter'. Use for 'which AI companies raised recently', 'companies that raised debt', 'Series A rounds in fintech this quarter'. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; 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, 7 days free at https://dfxintel.com/data-factory/plans.

Venture firms as compact cards: stated sectors, stages, geography and check size beside OBSERVED behaviour (investments in the last 6 and 12 months, lead count, behaviour summary and divergence from the stated thesis), funds with the latest vintage and Form D, people and partner counts. Filter by sector, stage, state, active or raising, emerging manager. Returns dfx:vc: ids. Funds, people and individual deals are not on these cards. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; 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, 7 days free at https://dfxintel.com/data-factory/plans.

Funds with every amount under its own name (target, first close, final close, announced size, Form D offering and sold, ADV gross asset value), vintage and basis, lifecycle state, investor counts, LP count. Filter by manager, lifecycle, vintage range, strategy or Form D sold. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; 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, 7 days free at https://dfxintel.com/data-factory/plans.

Investor-by-investor participations in rounds: investor, company, fund, the partner attributed (with attribution level), role (lead or participant), new or follow-on, board seat, round type, stage and amount (the round's, never the check), and the source quote. Filter by investor, company, partner, stage, state, since-date or lead only. Each row is one investor's participation, newest OBSERVED first: since is when DFX saw it, not when the round happened, and rows are never ranked by amount. For the largest rounds or raises in a period use search_vc_financings(since, order_by=amount). ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; 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, 7 days free at https://dfxintel.com/data-factory/plans.

Disclosed LP commitments to venture funds from the LPs' own public reports (public pensions, endowments): LP, fund, manager, amount, date, fund number. group_by=lp ranks LPs by commitments. max_fund_number=2 keeps commitments to a manager's first or second fund; emerging_only keeps emerging managers. Use for 'LPs that back first-time venture managers', 'which allocators made venture commitments recently', 'who are this fund's LPs'. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; 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, 7 days free at https://dfxintel.com/data-factory/plans.

Venture vehicles launched since a date (first Form D sale or first Form ADV appearance), or with an open Form D offering (raising_now), one row per manager: fund, manager, vintage, fund number, lifecycle and fundraising state, Form D offered and sold. Filter by state or city, sector of the manager's portfolio, emerging managers only, fund number (max_fund_number=2 for Fund I and II). Use for 'funds raising now', 'managers that launched a new vehicle in the last 90 days', 'new venture funds likely needing an administrator'. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; 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, 7 days free at https://dfxintel.com/data-factory/plans.

Fund N+1: a known venture manager's next numbered fund (Fund III after Fund II), dated by its first Form D, with the previous fund, the years between them and the size against the prior fund on a stated basis (Form D offering or ADV GAV, never a close). Filter by since, the managers' portfolio sector, fund number. Use for 'which comparable managers recently launched another fund', 'who is raising their next fund'. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; 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, 7 days free at https://dfxintel.com/data-factory/plans.

The venture opportunity object: dated signals (fund formation, fund lifecycle, company capital, people movement, relationship change) each with why now, what happened, why it may matter, who could care, evidence, a categorical confidence and urgency, providers on record, provider roles not on record, and decision makers by name. Filter by family, opportunity types, provider_type (law, audit, admin, banking, lending, insurance, recruiting, placement, compliance, secondaries), persona (investor, founder, manager, lp, provider, advisor), provider_gap, state or city (a metro holds its cities), sector words and since. Counts first. Use for 'opportunities for a venture law firm in Boston', 'what should I look at this week as a seed investor', 'new funds with no auditor on record'. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; 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, 7 days free at https://dfxintel.com/data-factory/plans.

The call list for a fund administrator, auditor, custodian or placement agent: venture funds with no provider of that role on record (new fund Form D), next numbered funds, funds whose provider of that role changed (one row per adviser decision), managers growing quickly, and new managers on the SEC adviser roster. Each row: fund, manager, trigger and its date, why now, the provider on record (or none), what it replaced, a potential decision maker by name and title, contact CLASS only, confidence and urgency. Counts first (coverage.total). Use for 'new venture funds that may need administrators', 'which venture funds changed auditors', 'who should a fund custodian call'. Fund counsel is on no filing: use search_vc_opportunities(provider_type=law). ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; 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, 7 days free at https://dfxintel.com/data-factory/plans.

Venture-backed companies that are CANDIDATES BY RULE to raise again: last dated financing 12 to 36 months ago and none since, no exit on record, still listed on an investor's portfolio page DFX read in the last 60 days. Never a prediction. Filter by sector words, state or city, stage of the last round, and the months-since window. Use for 'portfolio companies that may raise in the next 12 months', 'companies due for their next round'. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; 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, 7 days free at https://dfxintel.com/data-factory/plans.

People named as an executive officer on the Form D filings of two or more operating companies, listed by the NEW company with its first Form D date, the person, and the earlier companies (whether venture-backed). Derived, never filed: identity is inferred from the same name in the same state. Filter by since (the new company's first Form D), state or city, sector words on the new company, prior_venture_backed_only. Use for 'repeat founders who recently started companies', 'serial entrepreneurs raising again'. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; 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, 7 days free at https://dfxintel.com/data-factory/plans.

Filed or announced triggers on the venture graph mapped to the service providers they create work for (admin, audit, law, placement, banking, lending, insurance, recruiting, compliance): new advisers, fund Form Ds, next funds, open offerings, harvest, company financings, partner departures. The need is inferred, never observed. Use for 'new venture funds likely needing administrators', 'companies that recently raised where venture debt may be relevant' (provider_type=lending, trigger_family=company_funding). ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; 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, 7 days free at https://dfxintel.com/data-factory/plans.

SUPPORTED, PARTIALLY_SUPPORTED, CONTRADICTED or UNKNOWN for a claim, with the observations. Give a sentence ('Family Office X invested in Company Y in 2025', 'Z is a business development company', 'A is the investment adviser of BDC B', 'Pension P committed to Fund F') or a structured subject / predicate / object / year. SUPPORTED always carries at least one evidence row with a citation; a name resolves only to a record carrying that name, otherwise the answer is UNKNOWN with candidates. DFX contradicts only what its own record contradicts; absence of evidence is UNKNOWN, never CONTRADICTED. Its predicates cover investment, acquisition, adviser, commitment and identity claims (business development company, registered investment adviser, family office, venture capital, private equity), lending ('X is a lender to Y', 'Y's lenders include X'), dated positions ('X held a position in Y as of 2025-06-30', with a fair value or principal), and advisor moves ('P moved from firm A to firm B in 2023'). A BDC's filed schedule is a complete list of its holdings, so a lending or position claim it does not carry for that date (or, in the present tense, on its latest schedule) is CONTRADICTED; a stated amount or year is checked against the document. Property facts are outside them. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; 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, 7 days free at https://dfxintel.com/data-factory/plans.

Cancels a watch: no further deliveries, the quota slot is freed, earlier deliveries stay readable.

Material changes since a checkpoint: each with its filing, filing date, a check against the lender's own rows, NEW_EVENT or NEWLY_OBSERVED_HISTORICAL, a materiality score with its rubric, and duplicates folded. Returns the next checkpoint; a repeated call returns the same delivery.

Save a private credit investigation for this account: a research question and/or borrowers, a sponsor's borrowers or a lender's book, and the changes to watch (lenders, maturity, spread, PIK, marks). `since` starts it at a past date. Returns a watch id and checkpoint. Needs a DFX account key.

This account's watches with status, latest checkpoint, reads used and cost. Needs a DFX account key.

Re-tests the conclusions recorded at a checkpoint (maturity, mark, lenders, performing) against what changed since, and diffs a saved investigation's claims against the question asked now.

Takes an objective in natural language and returns whether DFX can help, the tool name and arguments that answer it, and a free sample of the result. Says no clearly when the answer is no. Accepts objectives that do not yet map to a specific query. READ ONLY, and the annotation means it: nothing is created, nothing you or anyone else can read back is changed. The question itself is kept in DFX's own interaction ledger, as every call on this server is, and unmet asks are what decide what DFX builds next.

Given an entity or an event id: who is likely to care and why. A company transition names sponsors, capital providers and family offices with the observed reason; a family office names its co-investors and fitting opportunities; a venture firm names its co-investors; a property names its owner, lender and the next query for exposed lenders and real estate offices. Needs an entity or event id; a description of a situation without an id is not accepted. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; 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, 7 days free at https://dfxintel.com/data-factory/plans.

The independent sponsor call list (rule isi-pcall-1, XV1 2026-10-02): one row per role family, trigger and sponsor over census-verified sponsor deals. Triggers are facts: recent_deal_role_not_on_record (a deal in the last 180 days with no firm in this role on record), repeat_acquirer (2 or more deals in 12 months), provider_change (the sponsor's latest deal used a different sponsor-side firm), first_time_sponsor (first observed deal in 12 months). Each row names the incumbent sponsor-side firm(s) or says none is on record, and up to three people at the sponsor with the CLASS of contact DFX holds (never a contact value). Give provider (a dfx:isi: id or name) to get that firm's own list: its role families, sponsors it does not already serve, ranked by sector and state match with its own deals. 'Not on record' never means the sponsor needs one. total is the full count before the limit. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; 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, 7 days free at https://dfxintel.com/data-factory/plans.

For one organization (dfx_id, or its name in `organization`, resolved through the identity layer so every graph the institution is on is read) or one opportunity (opportunity_id from search_opportunities): ONE recommended person and up to two DISTINCT backups, ranked for a purpose (private_credit, advisor_recruiting, acquisitions, capital_raising, lending_desk, lp_fundraising ...). People come from every contact source DFX holds: the organization's own team pages, Form ADV Schedule A officers, sponsor and provider principals, private equity, venture, family office and allocator staff, and named contact routes. Each person carries title, role family, why they fit the purpose, decision authority (inferred from the title, or observed, labelled which), the contact route TYPES on record with their rights class (RESALEABLE, REVEALABLE, INTERNAL_USE) and verification, the kind and host of the evidence, and confidence by dimension. Never an email address, 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 with name null. If nobody on record holds a role that owns the purpose it says so and lists the roles that would; a generic inbox is never offered as a substitute. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; 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, 7 days free at https://dfxintel.com/data-factory/plans.

Evidence-backed reasons an entity matters now: recent filings, vehicles formed, deployments, people moves, fundraising, transition signals, loan maturities, each dated with its source. Empty means DFX observed no change in the window, not that nothing is happening. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; 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, 7 days free at https://dfxintel.com/data-factory/plans.