See who owns, funds or advises a firm
A profile opens with a Research goal: pick one (Raise capital, Find an introduction, Find decision makers, Identify lenders and more) and the page reorders itself around that question. Relationship intelligence shows every connection as a Network, a Timeline and a Table, and every fact has its Sources one click away.
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Choose what you are researching
- Research goal, at the top of the profile, starts on Overview. Open it and pick a goal: the options depend on the kind of record (for example Raise capital, Find an introduction, Find decision makers, Identify lenders, Investigate ownership, Acquisition research).
- A goal reorders the sections, opens the relationships that answer it first and rewrites the Ask DFX questions. It never adds or hides a fact. The goal is in the page address, so a goal view can be shared as a link.
- Under the goal, the research overview asks the goal's question and shows the few relationships that answer it, each with its evidence mark, and Full network to see them all.
Relationship intelligence
- Every relationship on record, one set shown three ways: Network, Timeline and Table (and Capital flow where the record has one).
- Filter by group, by When (All time, 12 months, 3 years, 5 years) and Rank (Strongest, Most recent, Most deals), or search names, roles and sectors.
- Capital flow: on the left, capital into this record (limited partners, owners, lenders); on the right, where it went (holdings, portfolio, borrowers). Every card is an edge in the network, with its sources.
- Press a name for its detail: Open full profile, or Explore that firm's network.
Evidence and sources
- Each fact carries a mark: Verified (stated in a filing or by the subject), Calculated (computed by DFX from verified records), Inferred, Claimed, Historical or Under review.
- Sources beside a fact opens what stands behind it: each source with the date it was filed and the date DFX read it.
- On this profile, at the side, jumps to a section: Key facts, People, Capital, Transactions, Relationships, Across DFX, Timeline, Evidence and sources.
Act on a profile
- Under the name: Follow, the way to the people (People to know on some records), View relationships, Ask DFX about this record, then More (Add to list and the record's own lists) and Share.
- Who can introduce me opens Your network on this firm or person (see Find someone who can introduce you).
- Suggest a correction, in the header, tells a person something is wrong.
Why a section is short or counted
Without a plan for this market, each related section shows its first 3 rows by name and counts the rest, and some names are masked. See Why something is locked.
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Related
- Find someone who can introduce youWho can introduce me finds the people you already know who can reach a firm or a person you want to meet. Upload your LinkedIn connections or a CRM export, say who you want to reach, and DFX ranks the routes in, with the evidence for every step. It is included in every paid plan and the 7-day free trial; anyone can open the sample network.
- Confidence, evidence and scoresDFX states how it knows each thing rather than hiding it in one number: an evidence tier, a match basis, and a stated breakdown for any score. A candidate or inference is labelled as one.
- Fix something wrong on a profilePress Suggest a correction under the profile's name. Say what is wrong and where the right value is published. A person checks it against the source; nothing is changed automatically.
Still stuck?
The help assistant knows the page you are on and your plan. A person reads every message.