How we build the lists
Where our investor records come from, how we tag investor type, how we clean duplicates and how to report a wrong record.
Where records come from
Public filings, event registrations and opt-in community members, company websites, and manual research by our team.
How we tag investor type
Each record gets one investor type tag based on how that person or group invests: a single or multi-family office, their own money, a club, a sector focus or an early-stage focus. Family offices are also tagged by region.
How we clean duplicates
We match records on name, firm and email, merge duplicates into one row and keep the most complete version.
How we refresh the lists
We review records on a rolling basis, add new ones as we find them and remove ones we can no longer support. Reports from you feed straight into that review.
Field glossary: 26 columns
| Field | What it means | Always filled? |
|---|---|---|
| Firm Name | Legal or trading name of the family office or investment firm. | When found |
| Contact First Name | Given name of the primary contact. | Yes |
| Contact Last Name | Family name of the primary contact. | Yes |
| Contact Title/Position | Role at the firm. | When found |
| Alma Mater | University listed for the contact, when found. | When listed |
| Phone Number | Published phone number for the contact or firm. | When published |
| Fax Number | Fax number, when published. | When published |
| Personal Email Address | Direct email for the contact, when published. | When published |
| Company Email Address | General firm email, when published. | When published |
| Company Street Address | Street address of the office. | When found |
| City | City of the person or firm. | When found |
| State/Province | State, province or region code. | When found |
| Postal Zip Code | Postal or ZIP code. | When found |
| Country | Country of the person or firm. | When found |
| Region | Broader region tag used for sorting. | When found |
| LinkedIn Profile | LinkedIn URL for the contact, when available. | When available |
| Company's Areas of Investment Interest | Sectors or themes the firm says it invests in. | When stated |
| Year Founded | Year the firm was founded, when stated. | When stated |
| AUM | Assets under management, when published. | When published |
| Secondary Email | Backup email, when published. | When published |
| Additional Company Contact Information | Extra contacts or notes tied to the firm. | When found |
| Website | Firm website. | When found |
| About Company | Short firm description, when available. | When available |
| Investor Type | Our tag for how this record invests. See how we tag investor type above. | Yes |
| New Office | Flag or note if this is a newly added office. | When flagged |
| Ticker Symbol | Public ticker if the related entity is listed. | When public |
Blank means we could not find it. We don't guess.