FAMILY OFFICES / FOUNDATIONS / ALLOCATOR SIGNALS

Co-invest maps and allocator signals for family offices and foundations.

We map family-office investment activity from IRS 990s, ADV filings, 13F/13D-G, foundation grants, and public theses.

Request a co-invest mapSee deliverables
WHO THIS IS FOR

Built for:

  • —Family offices
  • —Foundations
  • —Allocator networks
  • —Investment offices
THE PAIN

"Family-office deal flow is fragmented. We need ranked, thesis-aligned co-invest opportunities backed by public evidence."

WHAT WE CAN PREPARE

Deliverables

01
Co-invest map
02
Deal-flow intelligence brief
03
Allocator signal report
04
Thesis-matched opportunities
USE CASES

Real situations we map

  • 01Family office mapping co-investment opportunities in a stated theme
  • 02Foundation mapping mission-aligned investment partners
  • 03Allocator network ranking incoming GP and direct-deal opportunities
  • 04Investment office mapping public 13F overlap with peer offices
WHY DFX INTELLIGENCE
  • —IRS 990 (ProPublica), SEC ADV, 13F as primary sources
  • —Thesis-match scoring against public investment themes
  • —Named decision makers (CIO, Director of Investments) verified via public URLs
  • —Evidence pack for every recommendation
NEXT STEP

Request a co-invest map

Tell us the thesis, the target market, and the urgency. We will produce a sample within 72 hours. Lightweight, public-data-only, with an evidence pack.

Request a co-invest map
COMPLIANCE POSTURE
  • — No investment advice.
  • — No guarantee of returns.