Solutions for every team

Advancement & Foundations

Prospect research on the person and the foundation behind the gift — holdings, vesting, family foundations and grants, from the filings.

Capacity, giving history and affinity

Wealth Managers & Advisors

People, companies and deals resolved into one graph — so you see money in motion with the record attached, not a modeled score.

Clients before a liquidity event

VC, Family Offices & PE

Funding rounds captured to the minute from press releases and news, with private company and people detail pulled from primary sources.

Funding rounds and the people behind them

Hedge Funds, Quants & Data Teams

Build auditable signals from point-in-time filings — every value traceable to its source sentence.

Filing data your models can trust

Credit & Fixed Income

The private loan book from the filings — every lender's mark, maturity walls and dated distress, cited to the source.

Private loans and bonds, from the filings

Bankers & Corporate Development

Precedent from the filed agreement — deal terms, timelines and advisors, every term cited to the section.

Deal comps from the signed agreement

Investor Relations

Filings, stock data and press releases on your IR site — current without anyone babysitting it.

An IR site that updates itself

Legal & Compliance

Prepare cases and deals with research where every claim points back to the filing.

As-filed language and precedent

Developers

Wire cited filing intelligence into your own agents, models and internal tools.

Cited data inside your own tools

Grant Intelligence

Every IRS 990 read end to end — Schedule I grant tables, board rosters and narrative text — so you find funders by what they actually funded.

Insider & Ownership

Track Forms 3, 4 and 5 to see real ownership — share counts, vesting dates and sales as filed, not a modeled estimate.

Investment Research

Ask a question across every SEC and SEDAR filing and get an answer cited to the sentence it came from — not a summary, not a guess.