| Apollo.io people enrichment (licensed) apollo | Apollo.io | licensed | 3 mo | never | automated |
| DFX Independent Sponsor Intelligence graph (isi_*) dfx_isi_graph | DFX Intelligence | attribution | 7 d | Sep 12, 2026 | completed |
| DFX model output (classification rules, scores, mandates, matches) dfx_model | DFX Intelligence | attribution | | Sep 16, 2026 | completed |
| DFX Real Estate Data Factory graph (reg_*) dfx_re_graph | DFX Intelligence | attribution | 1 mo | Sep 13, 2026 | completed |
| DFX analyst research (General-assisted, every claim URL-cited) dfx_research | DFX Intelligence | attribution | | Sep 17, 2026 | completed |
| DOL EFAST2 Form 5500 datasets dol_form_5500 | U.S. Department of Labor, Employee Benefits Security Administration | open | 1 mo | never | automated |
| GlobeNewswire releases that name a family office (discovery and investment records, quoted) globenewswire | Notified GlobeNewswire | attribution | 1 d | Sep 14, 2026 | completed |
| Hunter.io email finder and verifier (licensed) hunter | Hunter Web Services | licensed | 3 mo | Sep 16, 2026 | completed |
| IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) irs_990_pf | Internal Revenue Service | open | 1 mo | Sep 14, 2026 | completed |
| Public job postings by family offices job_posting | various | restricted | 7 d | never | research |
| News coverage and institutional investment publications news | various | restricted | 1 d | never | research |
| Family office and investment company websites (about, team, portfolio, news pages) office_website | each office | restricted | 1 mo | Sep 16, 2026 | completed |
| Press releases and deal announcements (wires, firm sites, portfolio company news) press_release | various | restricted | 1 d | never | research |
| PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire | Cision PR Newswire | attribution | 1 d | Sep 14, 2026 | completed |
| Public professional biographies (conference programmes, firm pages, podcasts, interviews) public_bio | various | restricted | 1 mo | never | research |
| SEC Schedules 13D and 13G (beneficial ownership over 5%) sec_13d_13g | U.S. Securities and Exchange Commission | open | 1 d | never | automated |
| SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec_edgar_fts | U.S. Securities and Exchange Commission | open | 1 mo | Sep 14, 2026 | completed |
| SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec_edgar_submissions | U.S. Securities and Exchange Commission | open | 1 mo | Sep 13, 2026 | completed |
| SEC Form 13F data sets (quarterly holdings, all filers) sec_form_13f | U.S. Securities and Exchange Commission | open | 1 mo | Sep 12, 2026 | completed |
| SEC Form ADV monthly roster (RIA + exempt reporting advisers) sec_form_adv | U.S. Securities and Exchange Commission | open | 1 mo | Sep 13, 2026 | completed |
| SEC EDGAR Form D data sets (quarterly) sec_form_d | U.S. Securities and Exchange Commission | open | 7 d | Sep 12, 2026 | completed |
| SEC Forms 3, 4 and 5 (insider transactions) sec_forms_345 | U.S. Securities and Exchange Commission | open | 1 mo | never | automated |