DFX Intelligence MCP Server

One IAPD-registered advisor: name, current firm with class and tenure, employment history as dated registration spans in order (firm, begin, end, current), every firm change as two registration dates (bulk re-registrations and departures included and labelled), the teams the person moved with, exams, designations, industry start, and recent events. States plainly that no book size is public or estimated. Disclosure flags, outside business text and street addresses are withheld. Accepts a dfx:ria: id or the individual CRD number. 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 RIA firm (or one private fund): every link to the private equity, venture, family office and sponsor graphs written on a shared identifier, with the basis printed on each link: the firm's own CRD or CIK, and each private fund of the firm that a private equity or venture graph row holds under the same SEC fund id (805-...). Answers 'which PE or VC graph entities hold vehicles this wealth manager advises'. The 200 largest funds are checked. A link is an identifier match; its precision by basis is not yet sampled, and a name is never a basis. Accepts a dfx:ria: firm or fund id, or a firm CRD. 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 full card for one registered investment adviser plus its people flows (joins, departures, net, rates over 90 days, 12 and 36 months), growth between annual amendments (RAUM, employees, offices, funds one and three years back), offices (city, state, postal, employees), owners with control persons first (Schedule A and B), affiliates (Item 7.A related persons with roles), its ten largest private funds with the count still reported, teams that left or arrived, the latest departures and arrivals, recent events, and same_as links to the private equity, venture, family office and sponsor graphs by shared CRD, CIK or fund id. Every section is a page with its size stated. Every row names its fact class (reported: filed on Form ADV; fact_from_registration: IAPD registration dates; derived: a rule or arithmetic over filed inputs). RAUM double counts affiliates; no advisor book size exists or is estimated; the IAPD tape is survivor-biased before 2026-09-15. Nothing here is predictive. Accepts dfx:ria: ids or a CRD. 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.

With an advisor (dfx:ria: id or individual CRD): every reviewed outside-business entry, the measured dimensions (entrepreneurial, breadth, community, network, real estate, recent, independence) with the rule behind each, and dated changes (entry added or removed, a coworker disclosing the same company), plus a disclosure_status: DISCLOSED_OBA, NOT_IN_REVIEWED_RECORD (reviewed, no corresponding OBA located) or UNKNOWN (not reviewed). With a company_id (from search_ria_outside_business): the company, registry status and formation date where a state registry carries them, and every reviewed advisor disclosing a role in it. 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.

What a practice looks like from what it filed: reported Form ADV fields (RAUM, discretionary, accounts, employees, advisors, clients and RAUM by type, private funds, wrap, custody, compensation methods, advisory activities, affiliations, the Item 6.A, 8 and 9 answers by item number), derived operating metrics each with its formula (RAUM per advisor, clients per advisor, average HNW client, average account, discretionary and institutional shares, employees per advisor, advisors per office, one-year growth), the practice archetypes with the printed rule that admitted each (19 rules; a firm can carry several), the peer group, ADV anomalies against that peer group with the peer median, percentile and filing behind each (a place to look, never a conclusion; data quality rows kept apart), office-level movement, post-acquisition retention when the firm is an acquirer, and the public business contact path (principal office phone and website as filed on Form ADV, the firm's LinkedIn page, and what the firm publishes on its own site) with source, date and rights class. Advisor book size and revenue are marked UNKNOWN and never estimated. Accepts a dfx:ria: id or a CRD. 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.

Three derived views from the RIA lane's aggregates: state_stats (SEC-registered firms, wealth firms, RAUM, private funds, advisors, joins, departures and new firms in the last year, by state); flows (firms ranked by departures, joins, net, departure rate or join rate over 12 months, with 90-day and 36-month counts, filter by state, class or size); growth (firms ranked by RAUM growth or decline between annual amendments, with employees, offices and fund counts one and three years back; under $100M RAUM excluded by default). Counts are over registration dates with bulk re-registrations excluded; RAUM sums double count affiliates. Nothing predictive. 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.

Registered investment advisers (Form ADV: RAUM, clients by type, employees, advisors on IAPD, private funds, class such as INDEPENDENT_WEALTH or WIREHOUSE), registered advisors (IAPD: current firm, registration history counts, exams, designations) and the private funds advisers report, as compact cards with dfx:ria: ids. `query` takes a name, a firm CRD number, an SEC file number (801-...), an individual CRD (with entity_type=advisor) or an SEC private fund id (805-...). Filter firms by state, class, wealth managers only, RAUM band, advisor headcount or private funds; advisors by firm CRD or state; funds by firm CRD or type. Every row names its fact class (reported: filed on Form ADV; fact_from_registration: IAPD registration dates; derived: a rule or arithmetic over filed inputs). RAUM double counts affiliates; no advisor book size exists or is estimated; the IAPD tape is survivor-biased before 2026-09-15. Nothing here is predictive. Not for private equity or venture managers as investors (search_pe_firms, search_vc_firms), though the same adviser may appear on both graphs (get_entity same_as). 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.

Advisors who left one firm and registered at another: the person, from and to firms with class, the registration end and begin dates, the gap, and the move type (WIREHOUSE_TO_RIA, IBD_TO_RIA, RIA_TO_RIA, ...). Filter by from firm, to firm, advisor, move type and date window, and with a firm by state: state=CA with to_dfx_id is moves into the firm in CA, with from_dfx_id moves out of it in CA (a move is in a state when any branch on the advisor's registration at the destination firm, or the origin firm when only from is given, is there; state_filter.basis says so). Bulk corporate re-registrations (an acquirer re-registering a roster on one day, 99,737 rows) are EXCLUDED unless include_bulk; departures with no registered destination are excluded unless include_departures. A move is two dates on IAPD, never a statement about why. Not a prediction of who will move. 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.

Reported values and filing-to-filing changes that stand out against a peer group (segment by RAUM band, 30 or more advisers), each with the metric, current and prior value, peer median, percentile, robust deviations (median absolute deviation, floored), the filing date, a sentence saying why it triggered, a confidence and a severity. Families: STATIC (2nd/98th percentile and 3 robust deviations), TEMPORAL (a change between the last two annual amendments beyond a base-size threshold and in the top or bottom decile of peer changes), COMBINATION (two changes together: RAUM down with advisors stable, a control person gone and departures doubled, a firm absorbed and its advisors gone within a year), DATA_QUALITY (likely filing errors, excluded unless asked for). Filter by family, anomaly_type, class, state, severity, minimum RAUM, firm CRD or date. A place to look, never a conclusion; there is no master score. 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 RIA event tape by OBSERVATION time: advisor firm changes and departures, team lift-outs and absorptions, successions, RAUM and headcount changes, control persons joining or leaving, first ADV filings, roster exits, each with occurred_at (the registration or filing date), observed_at (when DFX wrote it), fact class, magnitude, previous and new state, evidence and source. `since` is an ISO timestamp; poll with the `next_since` the answer returns. The historical backfill was written on 2026-09-15, so a `since` before that day returns history in bulk; the Data Factory's first-seen accrual for RIA begins when its event arm exists. Filter by event type, signal family (people, ownership, firm, consolidation) or subject 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.

Private funds from Form ADV Schedule D 7.B.(1): fund name, SEC fund id (805-...), type, gross asset value with its as-of date (reported gross assets, NOT fund size or commitments), owners, minimum investment, ownership percentages, 3(c)(1) or 3(c)(7), master or feeder, first and last reported, status (reported or dropped) and the Form D file number where the adviser gave one. With include_custodians, each fund's custodians (question 25) with city, state, SEC number and LEI. Filter by adviser (dfx:ria: id or CRD), name, type, status, state, Form D number or minimum gross assets. Fund reporting after 2024-12-31 is roster counts only. With group_by=adviser and a fund_type, ranks advisers instead (which advisers manage the most real estate private fund gross assets): each adviser's CRD, Form ADV link, fund count, summed gross asset value and five largest funds by 805- id, over reported funds with gav_as_of in the last recency_months (default 24, stated in basis). A fund reporting more gross assets than its adviser's total RAUM is left out of the sums and listed in excluded_as_likely_misreported. 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.

RIA M&A from three factual sources, each labelled: successions the acquirer swore on Form ADV Item 4 (succession); firms whose advisors re-registered whole at one other firm (absorbed, a rule over registration dates); and firms that left the SEC adviser roster (roster_exit; the reason is not stated). Each row carries the target and, where there is one, the acquirer as dfx:ria: ids, the date, headline, advisor count or RAUM as magnitude, and the source. Filter by kind, acquirer or target CRD, firm id, date window or minimum advisors. Absorbed also returns acquisitions measured from registration history (a succession, half the firm in one 14-day chain, or 25 or more advisors in one month) with the advisors transferred, how many are still registered through the acquirer at 30, 90, 182 and 365 days, and the pooled retention of similar-size deals. No press, no rumours, no predictions. 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 observed pre-move indicators DFX holds, per advisor: a prior co-move teammate or the team's senior member left the firm (with who and where to), a fifth or more of the advisor's branch or practice left in six months, a Series 65 or 63 added outside licensing classes, or the advisor owns part of a newly filed adviser. Each indicator is dated, names its source (IAPD registration spans or Form ADV) and carries the back-test that admitted it: the 365-day move rate with and without it, the lift with its 95% interval (only lower bounds of 1.15 or more are served) and the lift inside the move model's deciles. Filter by firm (dfx:ria: id, CRD or name; a name covers every CRD that carries it), advisor, office city, state, kind or date; firm-scoped answers add counts by office and kind. These are indicators, never a forecast that a person will move, and most advisors carrying one do not move within a year. Use this for 'who shows signs of moving', 'who else in that office or team might leave', 'flight risk'; use search_ria_advisor_moves for moves that already happened. 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.

Offices (a firm and an IAPD branch city) ranked by departures, joins, net flow, departure rate, team lift-outs out or in, breakaways in formation (advisors at the office who own a newly registered adviser), or size, with advisors today and 12 and 36 month flows. Filter by firm CRD, state, class and minimum advisors. From branch city and state with registration dates; street addresses are never read. 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.

Outside-business entries from the advisor's own Form U4 disclosure, reviewed extraction: the company, what it does and on what basis, the advisor's role (owner, director, partner...), ownership where stated, start and end dates, materiality and why it matters, and the advisor's own words as evidence, beside the advisor's name and current firm. Every row is disclosure_status DISCLOSED_OBA (a corresponding disclosed OBA was found); DFX never labels anything undisclosed. Served for the reviewed cohort (about 2,500 advisors), so a count is a count of that cohort, not of the industry. Filter by company name, category, category group, materiality, investment related, role, start date, current only, or the advisor's current firm CRD or branch state. Outside business does not predict a move in general; the caveats name the two measured exceptions. 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.

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.

One fund: manager, vintage and basis, every amount kept apart with its basis (adv_gross_asset_value is reported gross assets, not fund size or dry powder), the year-by-year Form ADV reporting tape (gross assets, owners, minimum investment, ownership percentages), LP commitments where disclosed, relationships (placement agents, auditors, principals), events and evidence. Refuses an id that is not a fund; use get_pe_firm for the manager. 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 manager card, its ten largest vehicles and the whole family by vintage, validated property bindings with the rule and confidence behind each and the properties, loans and lenders underneath, its lenders by name with loans, principal and the last 24 months, its next ten loan maturities, property events attributed through those bindings, the public plans that disclosed commitments, the people on its Schedule A, recent events and the same institution's records on other graphs by shared identifier. Accepts a dfx:ref: id or the manager's CRD. Gross asset value is a fund's assets on a filing date: never fund size, never commitments, never dry powder, and a quarantined reading enters no sum. The sworn ADV tape starts in 2011 and runs through the latest monthly filings DFX has read (coverage_live on the answer gives the years and counts), so a first report in 2011 or 2012 is a first sighting, not a formation. Holdings, properties, loans and lenders appear only where a property binding passed its blind labels, which is a few hundred managers. 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.

Derived series over the sworn tape, each with its population, derivation and caveat printed beside it: vehicles first reported by year (with the managers filing them), managers filing a real estate fund for the first time by year, reported gross asset value by year (feeders and quarantined readings excluded), vehicle vintages by year, vehicles that stopped being reported by year, and the largest managers by summed gross asset value. The tape starts in 2011 and runs through the latest monthly filings DFX has read, so the first years carry funds that already existed and the current year is partial. Nothing here is predictive. 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 vehicle card with its reporting history year by year as filed (gross asset value, owners, minimum investment, the fund type and name as filed that year), its family in sequence, the public plans that disclosed a commitment, any validated holdings, and its events. A gap in the history is a year the adviser did not report the vehicle, never a year of zero assets. Accepts a dfx:ref: id, an 805- ADV fund id or an 021- Form D number. Gross asset value is a fund's assets on a filing date: never fund size, never commitments, never dry powder, and a quarantined reading enters no sum. The sworn ADV tape starts in 2011 and runs through the latest monthly filings DFX has read (coverage_live on the answer gives the years and counts), so a first report in 2011 or 2012 is a first sighting, not a formation. Holdings, properties, loans and lenders appear only where a property binding passed its blind labels, which is a few hundred managers. 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.

Manager by lender pairs from the loans at the manager's validated holdings: the lender group, loans, principal, properties, property types and states, first and latest loan dates, new originations and refinancings in the last 24 months, the lender's share of the manager's loans, and the trend. Securitization trusts and trustees are not lenders and are left out. Give a manager (dfx id or CRD) for its lenders, or a lender name for the managers it finances. Use this for 'who financed <real estate manager>', not the corporate private credit tools. Gross asset value is a fund's assets on a filing date: never fund size, never commitments, never dry powder, and a quarantined reading enters no sum. The sworn ADV tape starts in 2011 and runs through the latest monthly filings DFX has read (coverage_live on the answer gives the years and counts), so a first report in 2011 or 2012 is a first sighting, not a formation. Holdings, properties, loans and lenders appear only where a property binding passed its blind labels, which is a few hundred managers. 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.

Loans bound to a real estate fund manager through a validated property binding: lender of record (labelled when it is the CMBS trust holding the note rather than the originator), instrument, amount with its basis, origination, recorded and maturity dates, whether still open, address, state and property type where recorded, and the source. Filter by manager (dfx id or CRD), a name in the manager, holding or address, lender, state, property type, instrument (cmbs, mortgage...), maturing within N days or a maturity range; open loans only by default. group_by=manager rolls the matched loans up per manager (loans, amount, next maturity, lenders): the answer to 'which managers have loans maturing in the next 24 months'. A manager without a validated holding has no loans here, which is coverage, not an absence of debt. Property type is recorded on a minority of CMBS rows. Gross asset value is a fund's assets on a filing date: never fund size, never commitments, never dry powder, and a quarantined reading enters no sum. The sworn ADV tape starts in 2011 and runs through the latest monthly filings DFX has read (coverage_live on the answer gives the years and counts), so a first report in 2011 or 2012 is a first sighting, not a formation. Holdings, properties, loans and lenders appear only where a property binding passed its blind labels, which is a few hundred managers. 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 public LP tape resolved to real estate fund managers and vehicles: the plan (allocator id), the manager and vehicle with the basis of each resolution, the fund as the plan printed it, the plan's commitment amount with its basis, status, commitment and approval dates, vintage, re-up, the plan's own paid-in, distributed, value, IRR and multiple where printed, and the source document with a quote. Filter by manager (dfx id or CRD), vehicle, allocator, a name, allocator state, commitment type, private real estate only, minimum amount, since. similar_to=<manager> reads the LPs of the managers with the same strategy class and a shared property type (the subject excluded): the answer to 'which LPs back managers like X'. group_by=allocator rolls the rows up per plan with the managers it backs. A commitment is the plan's number, never the fund's size; plans disclose on their own schedule, so absence is not evidence of no commitment. Gross asset value is a fund's assets on a filing date: never fund size, never commitments, never dry powder, and a quarantined reading enters no sum. The sworn ADV tape starts in 2011 and runs through the latest monthly filings DFX has read (coverage_live on the answer gives the years and counts), so a first report in 2011 or 2012 is a first sighting, not a formation. Holdings, properties, loans and lenders appear only where a property binding passed its blind labels, which is a few hundred managers. 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.

Advisers that swear a Real Estate Fund vehicle on Form ADV Schedule D 7.B.(1): one manager is one CRD, with its registration and latest filing, regulatory assets under management, the summed gross asset value of its non-feeder, non-quarantined real estate vehicles with its size band, vehicles current and ever, strategy class with its state and basis, operator model, property types and markets with their bases, validated property bindings and their loans, and the public plans that disclose commitments. Filter by state (the manager's headquarters), strategy class, size band, operator model, gross asset value, vehicles, property type, holdings or public LPs, and by ACTIVITY on its validated holdings: acquisitions or financings in the last 12 months, a loan maturing before a date, the latest vintage, the year of its first real estate vehicle (emerging managers). similar_to gives the managers with the same strategy class and a shared property type, the subject excluded. Sort by gav, acquisitions, financings, maturity, vintage, newest, loans, lps, recent. Every row carries its activity numbers. Gross asset value is a fund's assets on a filing date: never fund size, never commitments, never dry powder, and a quarantined reading enters no sum. The sworn ADV tape starts in 2011 and runs through the latest monthly filings DFX has read (coverage_live on the answer gives the years and counts), so a first report in 2011 or 2012 is a first sighting, not a formation. Holdings, properties, loans and lenders appear only where a property binding passed its blind labels, which is a few hundred managers. 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.

Vehicles sworn as Real Estate Funds by their SEC fund id (805-...): the fund and its family and sequence, master, feeder or fund of funds, gross asset value latest, first and peak with the filing date, years reported, vintage with its basis, owners and minimum investment, the Form D file number, lifecycle state with the components behind it, and the public plans that disclosed a commitment. `query` takes a name, an 805- fund id or an 021- Form D number. lifecycle_state RAISING or FORMING is the vehicle raising or newly formed on its filings (the live fundraising read). Feeders are excluded unless asked for (a feeder's assets are its master's, counted twice). Gross asset value is a fund's assets on a filing date: never fund size, never commitments, never dry powder, and a quarantined reading enters no sum. The sworn ADV tape starts in 2011 and runs through the latest monthly filings DFX has read (coverage_live on the answer gives the years and counts), so a first report in 2011 or 2012 is a first sighting, not a formation. Holdings, properties, loans and lenders appear only where a property binding passed its blind labels, which is a few hundred managers. 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 by lender pairs counted once per borrower held: 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. Accepts a private credit sponsor id, or a private equity, independent sponsor or venture id, resolved to the credit sponsor carried from that same record (basis origin_record) with its basis printed. A pair whose weakest basis is an inference is an inference; deal_party means the lender was named on an announced deal, not read from a BDC schedule. 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.

Every portfolio holding DFX has for one private equity or independent sponsor firm (current and exited): company, state, listed sector, fund, platform or add-on, control, entry and exit dates with their basis, and the source. Plus a fingerprint of the portfolio: counts by sector, state and control, how many are current. Give a dfx id (dfx:pe: or dfx:isi:, linked through the identity layer) or a firm name. The first read for 'which companies fit this sponsor's strategy': read what it owns before searching for lookalikes. 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.

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.

A facility (one borrower group in one instrument class): size as the sum of BDC pieces with its basis, pricing modal and ranged across pieces, maturity with basis, the lender group (every BDC that holds or held a piece, each row the lender's own figures, plus lenders named on a deal), the facility through time, and every change at facility grain. 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.

A credit manager: its classes with basis, the BDCs it advises (from each BDC's own 10-K) with their latest schedules, its credit funds on Form ADV, its sponsor relationships ranked by borrowers financed, and its links to the RIA and private equity graphs by shared CRD or CIK. A BDC: its portfolio every quarter end (fair value, principal held, borrowers, mark on cost, PIK positions, average spread), its largest facilities held with the co-lenders, and the sponsors it finances. Accepts a dfx:pc: provider or BDC id, or a BDC's CIK. 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.

Debt facilities still on a BDC schedule whose tagged or written maturity falls inside the window (default the next 24 months from today), ordered by date: borrower, sponsor with basis, lien, principal held (a lower bound), mark on cost, the BDCs holding it. Filter by sponsor, lien and minimum principal. A BDC that tags no maturity contributes nothing here. 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.

Credit stress on the BDC tape, counted over every event: NON_ACCRUAL_PLACED and RETURNED_TO_ACCRUAL (from each BDC's schedule of investments footnotes), PIK_ADDED and PIK_INCREASED (from the PIK rate each BDC tags). group='bdc' compares the latest quarter end with the one before for every BDC (events, change, borrowers, and each type), sort='change' for 'which BDCs increased non-accruals last quarter'. group='period' is the quarterly series ('is non-accrual rising'). group='borrower' lists the borrowers behind the events with the BDCs and the sponsor where the chain has one. Each event is one BDC and one borrower, per the BDC's own filing. For the individual dated events use search_private_credit_changes(event_type=...). 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.

Turn a street address into canonical DFX object ids, with the match basis and any ambiguity stated. Returns typed objects: a 'property' (national federal programme multifamily) and/or a 'parcel' (Massachusetts assessor and registry layer). These are separate populations that barely overlap, so an address may return one, the other, or both. Free. The ids returned are the canonical property and parcel ids used across this server.

Resolve a firm, fund, person or company name to canonical dfx ids from the Data Factory's index of every published name and alias (former names, dbas, legal names) on the family office, sponsor, venture, private equity, RIA, allocator, private credit and real estate fund graphs as each graph is indexed. Each row carries the ROLES the institution holds across graphs where the identity layer publishes them, so one institution that is a private equity manager, a registered adviser, a private credit manager, a real estate fund manager and a manager holding allocator capital comes back as one identity with the id on each graph, never as five unrelated firms. Ranked exact, prefix, then word match; one row per entity; typically under 200 ms. The first call before get_entity. Real estate organisations are resolved by resolve_organization instead. 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.

Turn an owner, manager, lender or servicer name into canonical DFX entity ids. A name is treated as a blocking key and never as an identity, so all candidates are returned rather than a guess. Free. Person lookup is deliberately not offered.

Resolve an advisor by name AND a firm (name or CRD), or by individual CRD, to one person card. A name alone is never resolved to one person: 439,425 registrants share many names, so with only a name the answer lists labelled candidates and `resolved` is false. With a firm name, the current firm is tried first, then prior registrations with that firm. The card that comes back is the same as get_ria_advisor's summary; call get_ria_advisor(dfx_id) for the history. 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 borrower group (its spellings and grade), every facility (kind, lien, principal held across lenders as a lower bound, mark, pricing, PIK, maturity with basis), every BDC piece at the latest quarter end, the borrower's tape quarter by quarter, every sponsor attribution with its basis and confidence, and the non-routine events. Every row names its fact class (filed: the BDC's own figure; derived: arithmetic over filed figures, a sum of pieces is a lower bound; carried: from another DFX graph with its source; inferred: an attribution by rule with confidence). A mark below cost is a mark, not impairment; a moved maturity is an observed term change, not an amendment. Non-accrual IS on the tape: each BDC's own schedule footnotes give NON_ACCRUAL_PLACED and RETURNED_TO_ACCRUAL events and a borrower's credit_status (search_credit_stress rolls them up); it is never inferred from a mark. Default, restructuring and covenants are not on the tape. 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.

Every facility a borrower group has on the BDC tape (kind, lien, principal held across lenders as a lower bound, mark on cost, pricing, PIK, maturity with its basis) with the lender group on each: every BDC holding or that held a piece, its own principal, fair value and spread, the quarters it held, and the credit manager behind it. Principal is the sum of BDC pieces: a lower bound, never the commitment, and a lender that files no schedule is invisible here. 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 borrower to sponsor chain: a BDC borrower, linked through a graded identity bridge to its company record, then to the private equity firms that invested (fund, entry and exit dates, whether the source states the investment is current, and the page that says so), beside the borrower's latest BDC picture: principal held across BDCs (a lower bound), fair value over cost, BDC count, credit status (PERFORMING, NON_ACCRUAL from the BDCs' own footnotes), and the dates PIK was first and last added or increased and non-accrual last placed. Give a borrower for its sponsors, a sponsor for its borrowers, or filters alone: pik_since='2026-01-01' with group='sponsor' answers 'which sponsors own portfolio companies where PIK was introduced in 2026'; on_non_accrual_now answers 'which sponsors have borrowers on non-accrual'. group='sponsor' ranks firms by matching borrowers over the whole chain. Coverage: about 2,150 borrowers and 880 firms carry a graded chain; a borrower without one is not 'unsponsored'. Returns dfx:pc: borrower ids and dfx:pe: sponsor ids. 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.

Investors for a company (dfx_id) or a described opportunity (sector, state, deal size, stage, control): verified independent sponsors with observed acquisitions in the sector (listed, not paired or ranked; company to sponsor pairs are withdrawn), family offices with observed investments or stated sectors in it, venture firms when the opportunity is venture-shaped, and private equity matcher rows where that graph computes them. DFX does not recommend first-time capital providers. Every row says its basis (observed_behaviour, computed_match, observed_investments, derived). 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.

Published capital flow paths through one institution: which allocators back this manager and through which fund, which lenders finance this sponsor's borrowers and on what facilities, which properties sit under this real estate manager where a binding is validated. Each path names every hop with its graph, id, type and role, the amount where one is disclosed, the as-of date, the bases the hops rest on and a confidence. Paths are built only from identity-grade or measured links; a candidate link is labelled and carries a confidence below 0.5. NOT_COVERED means the path layer has not computed this, never that no relationship exists. 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 change tape for the three capital graphs by FIRST SIGHT: the day DFX first saw each row, which is the only order a poller can trust. Commitments and re-ups disclosed by public plans, allocation targets moved, consultants changed, new borrowers and lenders on the credit tape, facilities marked down, maturities moving, sponsor and lender pairs forming, vehicles reported and dropped. Rows that existed when the arm was created are excluded, so history never reads as this week. Poll with the `next_since` the answer returns. 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 full card for one family office: profile, AUM / RAUM / 13F value kept apart with their as-of dates, behaviour, the people who run it with roles, its observed investments, relationships, recent events, evidence rows and cross-graph links (same_as by shared CRD/CIK/EIN). Contact points are withheld over MCP. Accepts dfx:fo: ids. 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.

Dated investments family offices have been observed making: target, sector, asset class, structure, control or minority, lead or participant, amounts where disclosed (with basis), board seats, exits, and the source quote. Filter by office, sector, asset class, state, kind or since-date. The evidence behind 'this office backs X'. 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.

Family offices as compact cards: class (single, multi, embedded...) with confidence, whether they invest directly, sectors and asset classes on record, check size where stated, direct investment count, latest investing activity (private or public 13F/13D), and counts of people, sponsor and real estate relationships. A list filter sorted by one column: for a ranked answer to a buyer's criteria use rank_family_offices. Filter by states or region, canonical industries, direct investing, manager allocation, recent activity, AUM, an event type since a date, or a named co-investor. Returns dfx:fo: ids. 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 a family office, sponsor, capital provider or venture firm: the opportunities DFX knows that fit its DEMONSTRATED behaviour: computed matches where the graph has them (with reasons and blockers), then private companies with transition signals in the sectors it has actually invested in, sponsors seeking capital, companies raising in its stated sectors. Returns the behaviour it reasoned from. 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.

Opportunity summaries: the condition (credit deterioration, refinancing window, lender group change, capital raised, advisor movement, servicing distress ...), the subject with its dfx id, the signal families and published signals behind it, first and last observed dates, exposure with basis, the intelligence class (JOINED, INFERRED, DERIVED, DFX_EXCLUSIVE ...), beneficiary classes, and COUNTS of named and reachable beneficiaries. No contacts and no sales state. Filter by condition, class, subject id or minimum rank. 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.

US private companies whose filings (Form 5500 plan history, final filings, ownership changes) record a change: vertical, plan participants as a size proxy, EBITDA band where derivable, and rule scores 0 to 100 for opportunity, dealability, transition readiness and urgency, each backed by observations. The scores are NOT a prediction: replayed against later transactions (backtest 2026-09-13) the composite's top decile transacted at 0.94x the base rate at 24 months, so never present a high score as a company likely to sell or transact; present the filed changes as the evidence. Filter by vertical, state, NAICS prefix, size and minimum opportunity. Returns dfx:isi: ids. 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 capital structure graph behind private markets, built from every BDC's schedule of investments each quarter since 2022. `query` is a name (trigram matched across names and aliases: Ares, Ares Capital and ARCC resolve to the adviser, the BDC and its ticker as distinct rows); without a query, filters list providers (class, state, BDC advisers only) or borrowers (sponsor, industry, minimum BDC lenders, maturity before a date, sort). Every row names its fact class (filed: the BDC's own figure; derived: arithmetic over filed figures, a sum of pieces is a lower bound; carried: from another DFX graph with its source; inferred: an attribution by rule with confidence). A mark below cost is a mark, not impairment; a moved maturity is an observed term change, not an amendment. Non-accrual IS on the tape: each BDC's own schedule footnotes give NON_ACCRUAL_PLACED and RETURNED_TO_ACCRUAL events and a borrower's credit_status (search_credit_stress rolls them up); it is never inferred from a mark. Default, restructuring and covenants are not on the tape. 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.

Dated changes by effective date (the quarter end where the change is visible) or by first-seen (by=observed, which leaves out a re-raise, an old claim written again under a corrected key, unless include_reraised): new borrowers on any schedule, lenders joining and leaving facilities, facilities leaving every schedule, markdowns across lenders, PIK appearing or rising, a BDC placing a borrower on non-accrual or returning it to accrual (NON_ACCRUAL_PLACED, RETURNED_TO_ACCRUAL, from the BDC's own footnotes), maturities and spreads moving (observed term changes, not amendments), maturities approaching, sponsor x lender pairs forming and repeating. Routine changes (each new piece, increase, decrease, single-lender mark) only with include_routine. A new position and an exit at one BDC, borrower and date whose principal agrees within 10% is a tranche reshuffle (renumbered, relabelled or refinanced inside the facility), left out unless include_reshuffles. 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.

Given a DFX id, return current state, dated events, ownership and management relationships, debt with maturity dates and maturity basis, recorded sales with consideration plus registry book and page, and the provenance of each. Sales carry BOTH the instrument total and this parcel's allocated share, because a deed repeats its full price on every parcel it covers. Free. THIS IS ALSO THE PARCEL LOOKUP. The id can name a property or a parcel, and both come back in full, including the `dfx_id` carried on every address resolution object and every parcel search row.

A building's recorded NYC mortgages, satisfactions and assignments (parties as filed), the sponsor resolved behind an owner of record when owner_ids are given, its CMBS notes (lender = originator, holder = the trust, special servicer, balance, maturity, status, the annex's borrower LLC and sponsor), its accepted owner chain with the basis's measured precision, fund holdings bound to it and fund loans on its address. property is the street address or building name; property_dfx_id comes from resolve_address. 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.

Dated events over US properties and parcels, with provenance and a human-readable headline. Covers LIHTC compliance period endings (the Year 15 recapitalisation trigger, 11,956 of them), HUD subsidy contract expiries (4,721), scheduled loan maturities (3,298) now national rather than Massachusetts, CMBS distress and workout reporting (3,192 delinquency flags across 26 states, 123 foreclosures across 21), issued building permits and demolition filings (Boston only), and recorded sales (49,471, 4 states). 9,127 events fall inside the next 548 days, measured 2026-11-08. Filter by event type, state and days ahead. An unrecognised event type is REFUSED with the served vocabulary, never answered with an empty list. Free. ORDER: results are sorted by `occurred_at`. A family whose events lie AHEAD is returned soonest first, so the first row is the next thing to happen. A family whose events have already happened is returned NEWEST first, so the first row is the most recent thing that did. The tie-break is stable, so paging never reorders what you have already seen. FORWARD, soonest first: COMPLIANCE_PERIOD_ENDING, LEASE_EXPIRING, LOAN_MATURITY_SCHEDULED, SUBSIDY_CONTRACT_EXPIRING. HISTORICAL, newest first: BANKRUPTCY_EVENT, CERTIFICATE_OF_OCCUPANCY, DEED_RECORDED, DEMOLITION_FILED, DISTRESS_FLAG_RAISED, DISTRESS_STATUS_CHANGED, FORECLOSURE_EVENT, FORECLOSURE_FILED, LOAN_MATURED, LOAN_MODIFIED, OWNERSHIP_CHANGED, PERMIT_ISSUED, PORTFOLIO_CONTRACTED, PORTFOLIO_EXPANDED, PROPERTY_SOLD, SPECIAL_SERVICING_ENTERED, TAX_LIEN_LISTED, USE_CONVERSION_PERMITTED, ZONING_EVENT. Measured 2026-11-08. Passing `within_days` asks about a future whatever the family, so it sorts soonest first. PAGING: a full page carries `next_cursor`. Supplied as `cursor` with every other argument unchanged, it continues the traversal; `next_cursor` is null on the last page, and that is the only signal the traversal has ended. The cursor carries the sort it was issued under, so a cursor replayed against a different `event_type` is REFUSED rather than quietly paging you back through rows you have seen. The counts above are therefore all reachable.

THE tool for any family office question with criteria (sector, check size, capital, sponsors, co-investors, recent events, geography, reachable people). Family offices ranked by a transparent weighted score over the criteria given. Each row carries reasons (what matched, citing card fields and dfx ids), failed (evaluated, did not match) and gaps (could not be evaluated: data missing, not a failure), plus capital band, last deal, top decision maker (name and title, no contact value) and signal. The envelope says per criterion how many candidates it could be evaluated on. Geography and class are hard filters; everything else is soft unless listed in require. Default: family capital only. Industries are canonical codes (industrial_services, manufacturing, financial_services:fintech, real_estate:multifamily, software:ai, healthcare_services...) or plain words. Returns dfx:fo: ids. 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.

Service providers on announced independent sponsor transactions, ranked over the whole graph: law firms (family legal), investment banks and M&A advisers (investment_banking), accounting firms (accounting), quality of earnings providers (qoe), commercial diligence, R&W insurance and brokers (insurance), debt advisers, technology diligence. Each row: independent sponsor deals, how many on the sponsor side, distinct sponsors served and how many more than once, deals in the last 6 and 12 months, first and last deal, the verticals and deal states, the role mix (buyer counsel, lender counsel, sell-side advisor, qoe...) and the sponsor it works with most. THE answer to 'top 10 law firms by independent sponsor deal count', 'which QoE providers work with independent sponsors', 'most active M&A advisers for sponsor deals in healthcare'. Not for capital providers or lenders: use rank_sponsor_capital. Returns dfx:isi: ids. 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 capital parties named on announced independent sponsor transactions, aggregated. group=provider ranks lenders and equity providers by distinct deals and distinct sponsors financed, with how many sponsors they financed more than once, their roles, verticals and first and last deal. group=pair lists sponsor and provider pairs that repeat (min_deals, default 2) with the targets. group=deal returns the deal rows. role_class=debt keeps lenders, senior, mezzanine, unitranche and subordinated debt; equity keeps equity and co-invest. EBITDA filters use the TARGET's estimated EBITDA band (employees and sector ratios, confidence 0.45 to 0.55; no deal states EBITDA) and the answer says how many deals could not be sized. The answer to 'which capital providers are most active in independent sponsor deals', 'who lends to IS deals of $10M to $50M EBITDA' and 'which sponsors and lenders work together repeatedly'. DEALS LIKE ONE DEAL: give deal_sponsor and deal_company ("which lenders financed deals similar to Glen Oaks Capital's acquisition of StanChem Resins") and the deal itself is resolved, then providers on OTHER sponsors' deals in that deal's vertical since `since` (default 730 days ago) are ranked by distinct sponsors backed, each marked if it already backs this sponsor; the same comparable set the capital map letters use. A company that matches none of the sponsor's deals is DEAL_NOT_FOUND with the sponsor's deals listed, never a guessed sector. Returns dfx:isi: ids. 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.

A law firm, bank, accounting or diligence firm as the independent sponsor graph sees it: deal counts and role mix, the sponsors it has served most (with deal counts and first and last deal), the capital providers it meets on the same deals, its professionals named on deals (title, practice, office, deals; no contact values), recent engagements with the deal, the side represented and the source that names it, and dated signals (a new sponsor relationship, a sector specialism, an activity surge). Give the dfx:isi: id from rank_service_providers or a name. 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.

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.

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.

For an allocator: the card with reported assets and basis, funded status, the latest allocation policy rows (target, range, actual as printed with the subject's own label beside DFX's bucket), size and funding readings with source, investment staff and executives with the quote they were read from, plus relationships (advisers, managers, the systems an office invests for), events and same_as links through get_entity. For a Form 5500 plan: its service providers and investment entities as filed in the latest plan year (Schedule C with service codes and compensation, Schedule D with value). For a consultant: client counts on the tape, its ADV institutional numbers and the plans whose Form 5500 names it. For a manager or fund: which public LPs back it, the plans whose Form 5500 names it, and its pe / vc reference. A target is never an actual, a disclosed holding is never an approval, commitment dollars repeat across reports, re-ups are the plan's own words, estimates are labelled and nothing predictive is published. 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.

One row per line of a plan's own disclosure: allocator, fund as printed, manager and fund resolved to the pe / vc graphs where the resolver matched, bucket, the plan's commitment amount, status (COMMITTED with the plan's closing date; DISCLOSED_HOLDING as of the report date), vintage, re-up / first-time-manager in the plan's words, the plan's own paid-in, distributed, remaining value, IRR and multiple where printed, and the source URL with a quote. Filter by allocator, manager (who backs this manager), fund, consultant, status, bucket, re-ups only, first-time only, since and until dates; sort by date, amount or vintage. A target is never an actual, a disclosed holding is never an approval, commitment dollars repeat across reports, re-ups are the plan's own words, estimates are labelled and nothing predictive is published. 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.

Every position a BDC tagged at one quarter end (the latest unless as_of is given), each in the filer's own figures: borrower, instrument, kind, lien, principal, fair value, cost, spread, PIK, all-in rate, maturity, unfunded commitment. Debt only by default. Paged at 25. group_by=borrower gives one row per borrower, its lines summed, largest first, each line listed with its filing. 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 a term (software, tariffs, AI, healthcare, energy, consumer, office, crypto or any word), every active BDC whose latest 10-K or 10-Q names it, compared sentence by sentence with the filing before: whether the language changed, how many sentences were added, removed or rewritten, and those sentences (clipped), with both filings cited. The answer to 'which BDCs added language about software risk this quarter'. A refreshed number is reported as numbers_updated, not as a change. For the passages themselves use search_documents. 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.

Loans on the ACTIVE CMBS tape (SEC ABS-EE, each loan's latest monthly reading, read within 100 days of the newest period) with the servicer's own fields: payment status (current, 30/60/90 days, non performing matured balloon), special servicer and transfer date, whether it is in special servicing now, workout strategy, modification, current DSCR with its basis, occupancy, appraisal and LTV, balance, maturity, originator (the code as filed, e.g. 'WFB', with the parent lender's name beside it as lender_name), and the sponsor as the prospectus annex discloses it (sponsor column, else carve-out guarantor, labelled). Each row carries the core property id where the building chain resolved it, for get_property_record. Filter by state, property type, maturity window, distress or sponsor text, or ask for ONE building with property (its name or street address, e.g. 'Park West Village', '1384 Broadway') or property_dfx_id (the id resolve_address or get_property_record gave). The answer to 'Texas multifamily loans maturing in 18 months that are in special servicing, and who sponsors them'. Conduit CMBS only: bank balance sheet, agency and debt fund loans are not on this tape. 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.

Every conduit CMBS loan whose servicer reported a foreclosure, REO or deed in lieu workout (SEC ABS-EE), with how it ended: resolved or still pending, the SEC liquidation code decoded (disposition/liquidation, discounted payoff, payoff, repurchase), the liquidation date, the balance before resolution, the last reported realized loss and loss severity, the special servicer, and the trust filing that reported the resolution. Plus a summary by resolution and the total loss reported. The answer to 'which CMBS loans went to foreclosure and how were they resolved'. A zero realized loss is stored as absent, so 'not reported' is never 'no loss'. For live loans and their current status use search_cmbs_loans. 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 commitment tapes, in one call, for any id they reference: the allocator tape (a public plan's own disclosure, with the plan, the fund as printed, the manager and fund resolved to the private equity, venture or real estate record, the amount, the status, the vintage, re-up and first-time-manager in the plan's words, the plan's own paid-in, distributed, remaining value, IRR and multiple, and the source with a quote) and the real estate fund LP tape. Dated commitments with an amount by default; value-only holdings (a line in a performance report, never an approval) only with include_holdings. A commitment is the plan's number, never the fund's size, and dollars repeat across successive reports of the same plan. 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.

Free, keyless and unauthenticated. Returns the LOAN rather than the event: for one US state and one forward window, up to 200 loans with maturity date, original and current principal, interest rate, lender name, instrument type, origination date and the secured property's address, deduplicated to one row per loan and ordered by maturity. Narrow the state to one county (`county`) or to a metro's counties (`metro`, a CBSA code or name such as 'Dallas-Fort Worth-Arlington'); a county or metro answer also counts the loans in the state whose property carries no county. A CMBS lender is the originator code as filed (SG, WFB) with the parent lender's name beside it (Societe Generale, Wells Fargo). Every maturity_basis is 'confirmed': 25,412 of 25,412 loans carry a date filed with the SEC by a servicer or recorded by HUD, and none is estimated or inferred from a term length. Every response states how many loans DFX holds for the filter and whether the delivery is complete, so an answer capped at 200 rows is never presented as the whole population. Each row says whether a maturity event was published for the loan. A missing event does not mean the loan is defeased: loans filed as defeased (ABS-EE code F, or IP for a portion) are withheld, and code X means defeasance is not allowable, so an X loan must refinance or pay off at maturity.

CMBS debt grouped by who carries it (latest reading per loan on the SEC ABS-EE tape): group=sponsor (the prospectus annex's sponsor or carve-out guarantor, by normalised name family), lender (the originator, folded to its parent where an SEC prospectus links them), servicer or special_servicer. Filters: within_months (default 24), property_type, state, distress (special_servicing, not_current, any), min_balance on the group's total, name (one family). Sorted by balance, with loans, properties, special servicing and the largest notes. A co-sponsored note counts in full to each named sponsor and is flagged. Conduit CMBS only. 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 full card for a private equity firm: identity (website, HQ, ADV filing dates), classification with basis and the size band's definition and evidence, classification history, stated criteria (sectors, EBITDA, EV, equity check, control) kept apart from observed behaviour, funds summary and its ten latest funds, team summary and current people with titles, portfolio summary with recent investments and transactions, top counterparties (lenders, advisers, placement agents, co-investors with shared-deal counts), every score WITH its components and missing_inputs, recent events, evidence, and same_as links to the family office, sponsor and venture graphs by shared identifier. Also accepts a dfx:pe: person, fund or company id and returns that card. 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 full card for any entity on the venture graph: a firm (with recent investments, co-investors and funds), a person (with attributed investments and board seats), a fund (with all seven fund amounts kept apart and its lifecycle state) or a portfolio company (with its investors). Plus relationships, events, evidence and cross-graph links. Accepts dfx:vc: ids. 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.

Private equity firms (management companies and advisers) as compact cards: the classifier's class with its state, confidence and basis; size band with the evidence it was sized on; fund counts, latest vintage and Form ADV gross assets reported for private equity funds since 2024 (reported gross assets, NOT fund size or dry powder); portfolio and transaction counts (36 and 12 months); team counts; acquisition appetite and investment velocity values. Filter by name, sector, class, class_state, size_band, state or minimum transactions in 36 months. A sector word (software, healthcare, industrials) goes in `sector`, never in `query`, which matches firm names only. Returns dfx:pe: ids. Funds, people, transactions, scores with their components and counterparties are on get_pe_firm, not on these cards. Not for family offices, independent sponsors or venture firms (search_family_offices, search_independent_sponsors, search_vc_firms). 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.

The ledger behind every forward claim: for each pattern, its definition, population, test period, base rate, rate among entities showing it, lift with its interval, median lead time, early and late halves (stability), precision at the top 1% against a conventional recency list at the same cut, the multiple-testing q value, and its status (VALIDATED, PRODUCTION, TESTING, PROSPECTIVE_ONLY, WEAK, REJECTED). Rejected patterns are listed on purpose: they are what DFX tested and found did not predict. Filter by vertical, status or signal key. 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.

Forward opportunities across DFX: an entity, the event a measured pattern points to (a borrower reaching non-accrual, a pension plan re-upping with a manager, an RIA entering succession, a nursing home closing), the horizon, the pattern's lift over its base rate with the lower bound of its interval and a band (BASELINE, ELEVATED, HIGHLY_ELEVATED, EXCEPTIONAL, cut on the lower bound), an economic range with its unit, dated why-now facts, the evidence labelled by kind, confidence by dimension, and whether a person is identified. Each row says whether it may be read as 'likely to' (a VALIDATED pattern) or only as an emerging indicator. The likelihood belongs to the pattern, never to the entity: do not restate a lift as the chance this entity acts. Filter by vertical, predicted event, persona, horizon, economic size, band, contact coverage or entity. Rows come ranked by the model's entity rank (rank.position, rank.family_percentile). Use FIRST for any question about what is likely, next, near-term, about to happen, or who shows indicators. Say which status each row has: VALIDATED may be described as a measured pattern; TESTING and PROSPECTIVE_ONLY are emerging indicators and must not be called predictions. An empty answer means no governed forward row matches, not that nothing is developing: then say plainly that DFX has no validated forward signal for it (get_forward_signal_ledger shows what was tested and failed), and never offer completed events (a move that happened, a completed succession) as a forecast. 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 on the private equity graph with every amount under its own name and beside its basis: target, first close, final close, announced size, Form D offering and sold, and the Form ADV gross asset value with its as-of date. adv_gross_asset_value is the gross assets the adviser REPORTED for the fund: it is not fund size, not commitments and not dry powder. Also vintage with basis, ADV fund type, lifecycle state, owner and LP counts. Filter by name, manager, ADV fund type, vintage range, lifecycle or minimum reported gross assets. 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.

The full card for any entity on the sponsor graph: a sponsor (with its verification status, the companies resembling its observed deals as counted facts and reasons with no score, its announced transactions and its observed capital relationships), a capital provider (with fund size, average investment, SBIC status, strategy, whether making new investments) or a private company (with its transition signals and sponsor matches). Plus relationships, events, evidence and cross-graph links. Accepts dfx:isi: ids. 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.

Verified independent sponsor firms (deal-by-deal acquirers of lower middle market companies) as compact cards: verification status, classification, mandate summary, principals, vehicle count and latest vehicle, and how many companies resemble the sponsor's observed deals. Only firms whose identity evidence names them (eligibility VERIFIED_SPONSOR_FIRM) are returned unless include_unverified is true, which returns the unverified filing groups and candidates as a labelled research list. With `sector`, the answer is OBSERVED behaviour: verified sponsors with observed deals in that vertical first. Returns dfx:isi: ids. Capital providers and target companies are not in these results. 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.

DFX's own published research records and investigations: each finding with its permanent id, version, as-of date, denominator, method link, sources and citation line. With record_id, the evidence manifest: every claim with its basis (reported, DFX calculation, DFX inference) and source. A record with a correction pending has its statements withheld. 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.

One private markets question in one call: BDC and private credit lenders, borrowers, loans, maturities and non-accrual, sponsors, advisers, teams, pension commitments. Reads SEC filings (BDC schedules, Form ADV, IAPD) and plan documents; returns entities, an answer from cited claims only, coverage limits, withheld counts. identify and screen depth are free. Paged by continuation. No model inside.

Family offices (and, with family_capital_only false, every 13F filer on the family office graph) that hold public positions in a sector per their latest Form 13F: for each office, the value held in the sector, the number of positions, the sector's share of the office's 13F book, its top five positions (issuer, ticker, value, share of book), its class (single or multi family office) and state, and the 13F filing. Sectors are the SEC's own SIC codes on each issuer (CUSIP to ticker to SEC CIK to EDGAR SIC). Give SIC codes (3674 semiconductors, 6021/6022 banks, 1311 oil and gas, 2834 pharmaceuticals, 7372 software) or a sector word matched against the SEC description. A 13F lists US listed long equity positions only: private holdings are not on it. 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.

Computed addon_for_platform matches for one platform (a dfx:pe: company id from search_pe_platforms): each candidate company with the matcher's reasons, blockers, why_now and comparable add-ons verbatim, the platform's owner, score, confidence and computed date. NOT_COVERED when the matcher has scored nothing for the platform, which is not a statement that no add-on fits. 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 capital-owner graph: public pensions (every Census unit), corporate and Taft-Hartley DB plans (Form 5500), endowments and foundations (IRS), state pools and investment offices, as compact cards with dfx:al: ids carrying reported assets and basis, funded status, policy targets, commitment counts and adviser counts. entity_type=consultant lists consultants and OCIOs by their own ADV filing with client counts on the tape; entity_type=manager lists managers by the public LPs that disclose a fund of theirs (who backs this manager); entity_type=fund lists funds by public LPs. A bare query with no entity_type runs the alias-aware search (CalPERS resolves). A target is never an actual, a disclosed holding is never an approval, commitment dollars repeat across reports, re-ups are the plan's own words, estimates are labelled and nothing predictive is published. 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 4,313 FDIC-insured banks by their commercial real estate book at the June 2026 call report: total CRE, construction and multifamily in dollars and against equity and assets, noncurrent and net charge-off ratios, ROA, and two screens against the 2006 Interagency CRE guidance (construction over 100%, total CRE over 300%). For 4,242 of them, UBPR's peer-group and national percentile RANKS on the same concentrations. Filter by state, name, CRE-to-equity range, guidance screen, minimum assets or minimum noncurrent ratio; sort by cre_to_equity (default), construction_to_equity, noncurrent, cre_total, assets or multifamily. Free. THE GUIDANCE IS QUOTED, NOT APPLIED: it tests TOTAL RISK BASED CAPITAL; the ratios here are on equity and the ranks on Tier 1 plus the allowance, so above_*_guidance_on_equity is a screen against a proxy. Every row states its quarter. No person appears in this data.

Computed buyer_for_company matches from the private equity matcher for one company (a dfx:pe:, dfx:isi: or dfx:vc: company id): each firm with the matcher's reasons, blockers, why_now and comparable transactions verbatim, the deal partner where attributed, score, confidence, model version and computed date. When the matcher has scored nothing for the company the answer is NOT_COVERED with the population count: that means DFX has not computed buyers for it, never that no buyer exists. For sponsors, family offices and capital providers as well, use find_capital_for_opportunity. 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.

A feed of what is NEW since a cursor, ordered by when DFX learned it rather than by when it happened. The first call, made without a cursor, returns ZERO events and a starting position by design; a later call with that cursor returns what DFX learned in between. It answers what is new, not what exists. Filter by event type, state, or a specific property or parcel id. Deterministic and indexed, so frequent polling is cheap. Free. HISTORICAL FAMILIES DO FLOW THROUGH HERE. This feed is ordered by when DFX LEARNED a fact, not when the fact happened, so a foreclosure that occurred months ago and was ingested today arrives in today's delta. A distress or sales feed built on this works.

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.

Computed company_for_buyer matches for one private equity firm (dfx:pe: id): each company (on the private equity, sponsor or venture graph, with its dfx id) with the matcher's reasons, blockers, why_now and comparables verbatim, score, confidence and computed date. NOT_COVERED when the matcher has scored nothing for the firm, which is not a statement that nothing fits. 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 Census Bureau's count of firms (Statistics of US Businesses 2022, all firms and firms with 20 or more employees) in one NAICS code (2 to 6 digits) and one state or the nation, beside the number of companies DFX holds there (Form 5500 plan sponsors on the private company graph), how many of those are current with 20+ participants, and the coverage percentage. The answer to 'how many HVAC contractors are there in Ohio and how many do you cover'. A multi-state firm counts once in each state, as SUSB defines. 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.

Measured coverage, served sources, object types and the known gaps stated plainly, including where geography is a single state and where nothing carries a calibrated probability. It separates an empty result from an absent market. With NO arguments: the full grid, every event family, every state, measured. With `state` and/or `event_type`: a direct verdict on that one slice (COVERED, NOT_COVERED or UNKNOWN) with the basis it was decided on, which is one small answer instead of a grid to parse. Free, and it queries no data: the verdict comes from a coverage registry, so a NOT_COVERED is measured rather than inferred from an empty search.

Full-text search over DFX's document index: verbatim passages from the documents the graph already points at (SEC filings and BDC schedules of investments, public pension board minutes, ACFRs and investment reports, 990s, Form D, firm press and team pages). Each result is one passage with its document (URL, accession, CIK, type, rights class, publication and effective dates), the graph row it was read into, the dfx ids it names, and any claim it states (a commitment amount, an allocation target). Give dfx_id to see only passages naming that entity. Use for 'show me the filing / minutes / quote behind X'. Every row carries a citation; an answer that could not cite a row is refused, never returned. 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.

One search across family offices, independent sponsors and their capital providers, private companies, venture firms, private equity firms and funds, and real estate organisations: by name, or by filters (entity_type, domain, state, sector, ...). Compact cards with stable dfx ids and a per-domain coverage note. Breadth across every domain in one query, with fewer per-domain filters than the domain searches. 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 any DFX id: the full card, published relationships with sources and dates, recent events, evidence rows (the observation each fact traces to), cross-graph same_as links by shared identifier, same-name candidates on other graphs (labelled as candidates), and pointers to deeper views. One answer to 'show me everything on X'. 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.

Dated events across family offices, sponsors, venture, private equity and real estate: investments announced, vehicles formed, Form D and ADV filings, people joining and leaving, funds raised, acquisitions, plan final filings, record departures, loan maturities. Filter by domain, subject dfx_id, event_type, state, significance and window. Routine 13F position and fund-reporting noise is excluded unless asked for. Ordered and windowed by when events occurred. Give until (or a cursor) to read any year of history, page by page, e.g. a firm's 2005 deals: dfx_id, since=2005-01-01, until=2005-12-31. 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.

For an investor and an opportunity (either order): MATCH REASONS, BLOCKERS, SUPPORTING OBSERVATIONS, COMPARABLE HISTORY (the investor's dated investments in the same sector, with sources), RELATIONSHIPS (a path on the graph if one exists), RECENT EVENTS on both, the computed match if the graph has one, and a confidence label. Facts, not a score. 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'. For young companies by Form D facts use first_sale_since/until (Date of First Sale), incorporated_since, min_amount_sold, min_investors, entity_type, website_on_file. 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, and the classifier's investor_class (null means no verdict yet). Filter by investor, company, partner, stage, state, since-date, lead only, investor_type (person for individuals named in a filing or announcement, organization for firms), sector (matched on the company's own words: 'healthcare software', 'fintech'; the answer's coverage says how much was scanned) or alongside_investor_dfx_id (the other investors named on the same rounds as that investor: 'individuals who invested alongside Accel' is alongside_investor_dfx_id plus investor_type=person). A person row is a name typed person in the source, not a verified angel, and never says the person will invest again. Each row is one investor's participation, newest OBSERVED first, never ranked by amount. since and until window the ROUND's announced date when an investor or company is given (coverage.date_window says which date was used); a participation with no round on record uses the source document's date. 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.

Venture firms for a company raising a round, with HARD constraints (geography, sector, stage, amount_usd, active_only) kept apart from RANKING signals (observed entries at the stage, portfolio companies in the sector, investments in 12 months, recency, rounds led). Returns match=exact rows that meet every hard constraint, then match=relaxed rows that miss exactly ONE, each naming the criterion relaxed. Geography is the firm's headquarters: a city is its metro (Boston means the Boston area, the rest of Massachusetts is a relaxation). Each row carries its latest venture fund with lifecycle, vintage and fundraising state. Use for 'find investors for my Series A', 'Series A fintech investors in Boston', 'investors for a $7M AI infrastructure round'. Returns dfx:vc: ids. 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.

ISI opportunities in the shared opportunity contract (rule isi-opp-1): deal_provider_gap (counsel, bank or accountant not on record for a recent sponsor deal), repeat_acquirer, active_capital_provider, and three types HELD by blind QA (deal_no_capital_partner_on_record, new_geography, repeat_capital_pair) which are returned only with status=held and their hold reason. Each row: what happened, why now, why it may matter, who it is relevant to, the firms on record, the roles not on record, people with a contact class (no contact value), the announcement URL. A deal DFX first held more than 90 days after it was announced is history and held. total is the full count. 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.

Lenders ranked on the comparable facilities they CURRENTLY HOLD on BDC schedules: same lien, a borrower industry containing the term (as the filer wrote it: health, software, industrial, business services), a facility size lower bound inside the band, entered since the window. Score = comparables 35%, recency 20%, size fit 15%, mark on the comparable book 15%, sponsors named 15%. Refuses one stale comparable, a book marked under 0.85 and passive holds under $2M. Sizes are lower bounds (BDC pieces), never the commitment. `states` filters on borrower headquarters where DFX holds one (GLEIF, about one comparable in six today); the answer reports geo_coverage, so say how many comparables carried a state. This is the answer to 'find lenders for a $60M unitranche for a sponsor-backed healthcare services business': use it before search_private_credit, whose industry filter lists borrowers. 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.

Allocator x manager pairs from published LP commitments: distinct funds, total committed, first and latest commitment, re-up, the latest funds with their source. manager is a name family ('Blackstone') or a dfx:ref id; omit it with min_funds=2 for the LPs that repeatedly back the same manager. 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.

Two directions from one call. A PROPERTY dfx_id returns the tenants observed at that building: tenant name and dfx_id, occupancy class, leased area, share of the property, and the lease expiration date where the source discloses one. A COMPANY dfx_id returns where that company is observed to operate. `company` with `address` (plus city and state) checks ONE claim: does DFX hold this company at this building. Every row carries its evidence tier and its freshness. Free. not_observed IS NOT VACANT. The published tenancy sources name only the largest tenant of a building, so most real occupiers are outside the disclosure entirely and an absent row is an absent disclosure, never a statement about the space. Accepts the canonical property and company dfx_ids carried by address and name resolution results and by event rows.

By the firm's name family: its real estate fund managers, vehicles by lifecycle, published holdings with basis and confidence, fund loans and lender groups, CMBS notes naming the family as sponsor or guarantor (with the lender and holder trust), and accepted owner chains. Lists where the chain breaks. At least 3 letters; GS is refused as ambiguous. 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 the assessor parcel layer with filters instead of one exact address. Filter by state, municipality, assessor land use code, owner-occupancy, tax-exempt status, year built and assessed value range; results carry assessed value, gross building area, assessed value per square foot, the annual tax and the year built. This is the way to ask a QUESTION of the parcel layer without an address in hand. Every answer states the true match count alongside the sample, and a search that matches nothing names the filter that emptied it rather than returning a bare empty list. At least one filter is required. Free. EVERY ROW CARRIES A `dfx_id` AND IT IS A HANDLE, NOT A LABEL: the canonical parcel id this server uses for that parcel's events, ownership, debt and recorded sales.

OFFICIAL state records that a skilled nursing facility's ownership, control or operator is changing, before the change takes effect (Kentucky, New York, Rhode Island, New Jersey, Maine): facility, CCN, beds, current and proposed operator, real estate owner where public, the state's own stage, record class (OFFICIAL_PENDING_FILING, DERIVED_STATUS, CONFIRMED_EFFECTIVE_CHANGE, WITHDRAWN_OR_DENIED), first public record date, days pending, planned close, evidence tags with their facts, source URL and last checked. With changed_since, returns what changed (new application, agenda, vote, withdrawal, effective) instead. Not predictions. Each state's audited fields are listed; proposed owners and percentages are not returned as fact. 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.

Investment professionals, principals and family office staff as names with titles, roles, seniority, investment responsibility, organisation and tenure, from public filings and firm pages; with domain=ria, IAPD-registered advisors by name or firm. By name, or by organization_dfx_id, or by role. cross_graph_only=true answers 'which venture people are connected to family offices' in one call. organization (a firm name) or organization_dfx_id returns everyone on record at that institution across every graph it is on (one institution is several ids) and every contact source. At least one of query, organization, organization_dfx_id, role, investment_responsibility or cross_graph_only is required; a call with none of them is refused with INVALID_ARGUMENT. Contact points are withheld over MCP; each card whose organisation is on a contact graph carries `reachability` booleans instead (a verified email or phone on record for that name at that organisation, never the value). 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 that act as a platform (a sponsor's platform investment, or a company that has made add-ons): industry, add-on counts (total and last 24 months) and latest add-on date, current owners with role, status and dates, ownership since, and the platform acquisition activity and exit readiness scores. Filter by name, state, industry text, minimum add-ons in 24 months or owner firm. Returns dfx:pe: company ids for find_pe_addons_for_platform. 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.

Lenders ranked on the commercial real estate loans they ORIGINATED, from CMBS loan-level filings (SEC ABS-EE): same property type, loans in the states and city given, loans inside the size band nationally, recency and size fit. Each row names the lender (originator names normalised to the parent, a loan with several originators credits each), its local and national comparable counts and balances, the latest origination and three example loans with property, city, trust and the SEC filing. This is the answer to 'find lenders for a $100M hotel in Atlanta' or 'who lends on multifamily in Texas': use it, never find_lenders_for_financing, whose comparables are corporate BDC loans. A thin local market is carried by national comparables in the band and the envelope says how many were local. Conduit originators only: balance-sheet bank loans (most construction loans), debt funds and life companies are not on this tape, so pair it with search_bank_cre_exposure for local banks. 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.

An evidence-backed path between two DFX ids across every graph: each hop is a published relationship with its source, or a SAME_AS identity link by shared CRD/CIK/EIN. Bidirectional search up to max_hops (default 3). NO_MATCH means no observed path within budget, not that they are unconnected. 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.

Every published relationship touching one entity (EMPLOYS, PRINCIPAL_OF, INVESTED_IN, CO_INVESTED_WITH, MANAGES, OWNS, BOARD_MEMBER_OF, VEHICLE_OF, ...), each with role, dates, currency, confidence, evidence class and source. Plus same_as links to the same entity on other graphs. 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.

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.

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.

Acquisitions, add-ons, recapitalisations, carve-outs, secondary sales and exits on the private equity graph: type, status, announced and closed dates, target with industry and state, platform for an add-on (with the basis for calling it one), control, every party with role, side and attribution, and money (enterprise value, purchase price, equity value, target revenue and EBITDA) ONLY where disclosed, each beside its basis. An undisclosed amount is absent, never estimated. Filter by firm (any party), target, platform, type, target state, since and until dates (the announced date), add-ons only, control or target name. Newest first. partial=true means more rows exist: pass pagination.next_cursor to walk back to the firm's first deal. A firm search carries total (distinct deals) when counted. 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.

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.

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.