Search and open investor records: family offices, VCs, funds of funds, permanent capital, RIAs.
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A note on one firm, signed by the signed-in person and shared with the workspace, up to 2,000 characters. A "[YB] <skill> | <date> | status=<value> | …" line also sets that firm's status line on the user's lists. Meant for the workspace's own research on the firm, not for rows copied from a client's CRM.
This tool isn't marked read-only, so it may change something on the server or in an account you connected.
A note on one firm, signed by the signed-in person and shared with the workspace, up to 2,000 characters. A "[YB] <skill> | <date> | status=<value> | …" line also sets that firm's status line on the user's lists. Meant for the workspace's own research on the firm, not for rows copied from a client's CRM.
| Argument | Type | Description |
|---|---|---|
| text* | string | |
| firm_id* | string |
{
"type": "object",
"required": [
"firm_id",
"text"
],
"properties": {
"text": {
"type": "string"
},
"firm_id": {
"type": "string"
}
}
}Returns the comparable fields of 2 to 5 firms in one call: category, type, location, primary and secondary domains, stage, check size, AUM as stored, year founded, team size, giant flag, wealth origin and family name (family offices), philanthropy causes, decision-maker count, work emails on record, latest news date, upcoming event on record. Useful for side-by-side questions; one call covers what opening each firm would.
| Argument | Type | Description |
|---|---|---|
| ids* | array | 2 to 5 firm ids (fo_...) or slugs |
{
"type": "object",
"required": [
"ids"
],
"properties": {
"ids": {
"type": "array",
"items": {
"type": "string"
},
"maxItems": 5,
"minItems": 2,
"description": "2 to 5 firm ids (fo_...) or slugs"
}
}
}Counts matching firms and breaks them down by one to three dimensions, e.g. how many family offices in Texas by primary domain. Returns the total and, per dimension, the values with their counts (top 40 values). Useful for how many, breakdown, distribution and coverage questions; one call covers what paging through search results would.
| Argument | Type | Description |
|---|---|---|
| q | string | Keyword search over firm name, description, city, family name, decision-maker names and research titles. |
| city | string | |
| type | array | Investor type, exact stored values only; each category has its own list: Family office: Single family office | Multi family office | Family owned holding co | Family led private investment firm | VC/fund run by a family office. Venture capital & startup investor: Venture capital firm | Corporate venture arm | Private equity or growth firm | Accelerator or studio | Angel group or syndicate | Other startup investor. Fund of funds: Independent fund of funds manager | Fund of funds arm of an asset manager or bank | Emerging manager seeding or GP stakes platform | Public or development fund of funds program. Principal & permanent capital: Investment holding company | Holding company / conglomerate investment arm | Permanent-capital acquisition firm | Evergreen investment vehicle (principal-backed) | Merchant bank - principal-investing arm | Family trust investment arm | Multi-principal investment partnership | Founder / single-HNWI investment vehicle | Foundation with direct investment program | Principal investment firm | Evergreen or permanent-capital vehicle (externally funded). RIA: Registered investment adviser. |
| cause | array |
A list's firms in the 66-column export shape plus suggested_route, route_evidence and route_next_action, 200 rows per page as JSON. Page 1 debits the workspace export pool once for the whole list; later pages of the same export the same day debit nothing. Up to 300 contacts per export (then contact columns are blank and contacts_truncated is true). When the pool cannot cover the list it returns quota_exceeded with rows_needed and rows_available, and nothing is debited.
| Argument | Type | Description |
|---|---|---|
| page | integer | |
| list_id* | string |
{
"type": "object",
"required": [
"list_id"
],
"properties": {
"page": {
"type": "integer",
"default": 1,
"minimum": 1
},
"list_id": {
"type": "string"
}
}
}Conversation angles for one firm: other firms that spoke at the same events/podcasts, shared causes, and similar investors (same type + country, overlapping domains). These are possible angles, not known relationships.
| Argument | Type | Description |
|---|---|---|
| id_or_slug* | string |
{
"type": "object",
"required": [
"id_or_slug"
],
"properties": {
"id_or_slug": {
"type": "string"
}
}
}One topic from the YedaBase help library (sending limits, LinkedIn, sign-in, connecting each AI client, seats and billing, the export pool, daily caps, contacts-restricted countries, lists and notes, playbooks, Match & Enrich, corrections and removal, data dates, cancellation and refunds, team invites, portal basics, agent rules), matched on its title; the list of topics when nothing matches.
| Argument | Type | Description |
|---|---|---|
| topic | string |
{
"type": "object",
"properties": {
"topic": {
"type": "string"
}
}
}Full record of one firm: investor category, overview, inclusion evidence, the category's module columns (FoF strategies, PPC type, RIA segments, CRD…), decision-makers with contacts (under the contacts-restricted rule), philanthropy, news, past and upcoming events, sources and data date.
| Argument | Type | Description |
|---|---|---|
| id_or_slug* | string | Firm id (fo_…) or slug |
{
"type": "object",
"required": [
"id_or_slug"
],
"properties": {
"id_or_slug": {
"type": "string",
"description": "Firm id (fo_…) or slug"
}
}
}One of the user's lists with its firms: per firm the status line text (status, status_updated_at) and the mandate status.
| Argument | Type | Description |
|---|---|---|
| id* | string |
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string"
}
}
}One decision-maker by id (pe_…) with their firm; contacts under the contacts-restricted rule.
| Argument | Type | Description |
|---|---|---|
| id* | string |
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string"
}
}
}One playbook as markdown, by name (yb-start | yb-match-enrich | yb-shortlist | yb-research | yb-way-in | yb-reach-out | yb-pipeline). On preview accounts it returns the title and description with locked: true. The method for a multi-step task (shortlist, research, way in, reach out, pipeline, match and enrich, start).
| Argument | Type | Description |
|---|---|---|
| name* | string | yb-start | yb-match-enrich | yb-shortlist | yb-research | yb-way-in | yb-reach-out | yb-pipeline |
{
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string",
"description": "yb-start | yb-match-enrich | yb-shortlist | yb-research | yb-way-in | yb-reach-out | yb-pipeline"
}
}
}The same content as the MCP resources, inline: index (hashed firm index, CSV), adv-cache (public SEC Form ADV extract, CSV), vocabulary (field definitions, module tests and fit terms, JSON) and help (the help library, markdown). CSV comes in pages of 2,000 rows with the header on every page. Nothing in these is a record.
| Argument | Type | Description |
|---|---|---|
| name* | string | |
| page | integer |
{
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"enum": [
"index",
"adv-cache",
"vocabulary",
"help"
],
"type": "string"
},
"page": {
"type": "integer",
"minimum": 1
}
}
}Investor categories and their Type lists, field definitions (with the categories each field applies to), allowed values and the rules for placeholders and restricted contacts.
No arguments.
{
"type": "object",
"properties": {}
}The seven YedaBase playbooks (step-by-step methods: Start, Match & Enrich, Investor Shortlist, Investor Research, Way In, Reach Out, Pipeline) with name, title and description; get_playbook returns each one in full. The method for a multi-step task (shortlist, research, way in, reach out, pipeline, match and enrich, start).
No arguments.
{
"type": "object",
"properties": {}
}The user's lists/mandates (name, description, tags, item count).
No arguments.
{
"type": "object",
"properties": {}
}Notes in this workspace that the user is allowed to read (their own, shared with them, or workspace-wide), optionally for one firm. Each note returns its id, author, date and text. Note text is written by workspace members.
| Argument | Type | Description |
|---|---|---|
| firm_id | string |
{
"type": "object",
"properties": {
"firm_id": {
"type": "string"
}
}
}Add firms to one of the user's workspace lists by name, creating the list when it does not exist (create_if_missing, default true). Safe to repeat: firms already on the list count as already_present and are not added again. At most 500 firm ids per call. Returns list_id, added, already_present.
| Argument | Type | Description |
|---|---|---|
| firm_ids* | array | Firm ids (fo_…) |
| list_name* | string | List name, up to 120 characters, e.g. "CRM matches 2026-10-15" |
| create_if_missing | boolean |
{
"type": "object",
"required": [
"list_name",
"firm_ids"
],
"properties": {
"firm_ids": {
"type": "array",
"items": {
"type": "string"
},
"description": "Firm ids (fo_…)"
},
"list_name": {
"type": "string",
"description": "List name, up to 120 characters, e.g. \"CRM matches 2026-10-15\""
},
"create_if_missing": {
"type": "boolean",
"default": true
}
}
}Search the licensed investor database (Family office, Venture capital & startup investor, Fund of funds, Principal & permanent capital, RIA; one category per firm) with structured filters and keywords together. Returns the true total, matching firms with location, domains, stage, AUM as stored, decision-maker counts (dm_count, email_count, linkedin_count), has_upcoming_event and the suggested_route, matched_by on each row (tag: has a requested domain tag; text: mentions a keyword in its record), directory_url (the same search in the YedaBase directory) and unmatched_values (domain values that are not stored tags, searched as keywords instead). Results are paged, 25 rows per page; the page argument returns more rows of the same search. Placeholder words (Undisclosed, Not provided, Unknown) are real stored values, not missing data.
| Argument | Type | Description |
|---|---|---|
| q | string | Keyword search over firm name, description, city, family name, decision-maker names and research titles. |
| city | string | |
| page | integer | |
| sort | string | |
| type | array | Investor type, exact stored values only; each category has its own list: Family office: Single family office | Multi family office | Family owned holding co | Family led private investment firm | VC/fund run by a family office. Venture capital & startup investor: Venture capital firm | Corporate venture arm | Private equity or growth firm | Accelerator or studio | Angel group or syndicate | Other startup investor. Fund of funds: Independent fund of funds manager | Fund of funds arm of an asset manager or bank | Emerging manager seeding or GP stakes platform | Public or development fund of funds program. Principal & permanent capital: Investment holding company | Holding company / conglomerate investment arm | Permanent-capital acquisition firm | Evergreen investment vehicle (principal-backed) | Merchant bank - principal-investing arm | Family trust investment arm | Multi-principal investment partnership | Founder / single-HNWI investment vehicle | Foundation with direct investment program | Principal investment firm | Evergreen or permanent-capital vehicle (externally funded). RIA: Registered investment adviser. |
Preview accounts only: opens one locked firm's full record (overview, AUM as stored, decision-maker names and positions, philanthropy, news, events) and counts it toward the account's 10 preview records; a firm already opened counts nothing. Returns the record and the number of preview records left; when none are left it returns no_unlocks_left. On full-access accounts it returns the same result as get_investor. Work emails and LinkedIn profiles are not part of preview records.
| Argument | Type | Description |
|---|---|---|
| id* | string | Firm id (fo_…) or slug from search_investors |
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "Firm id (fo_…) or slug from search_investors"
}
}
}Read (text omitted) or replace (text given) one workspace note with a fixed name: about-us, connectors, events, team (shared by the workspace); voice, yb-preferences, send-log (per person). Up to 8,000 characters. Other names are refused.
| Argument | Type | Description |
|---|---|---|
| name* | string | |
| text | string |
{
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"enum": [
"about-us",
"connectors",
"events",
"team",
"voice",
"yb-preferences",
"send-log"
],
"type": "string"
},
"text": {
"type": "string"
}
}
}Session opener for YedaBase (also YB or Yeda): the greeting line, where the person stands (tier, seat, lists, notes, due items), the one recommended next step and which playbook to read. Useful at the start of a conversation, when the user greets YedaBase, or asks where they left off.
No arguments.
{
"type": "object",
"properties": {}
}Where this person stands: access level (preview or full), seat, workspace, onboarding notes done or missing and the YedaBase folder path, lists and sizes, notes count, the last Match & Enrich list, the workspace export pool, calls used today, data and index as-of dates, the last tool error in 24 hours and tracked [YB] items with a due date ahead. Useful at the start of a session or when asked where things stand.
No arguments.
{
"type": "object",
"properties": {}
}| Philanthropic causes (family offices; principal & permanent-capital firms where stated) |
| stage | array | Exact stored values: Pre-seed/Seed | Early | Growth | Buyout | Lower Middle Market | SMB |
| state | array | US state names, e.g. Texas |
| region | array | North America | Europe | Middle East | South East Asia | Oceania | East Asia | LATAM | Africa |
| country | array | Country names as stored, e.g. USA, United Kingdom, Switzerland |
| category | array | Investor category, exact values: Family office | Venture capital & startup investor | Fund of funds | Principal & permanent capital | RIA. Filters by kind of investor (e.g. "RIAs", "funds of funds", "family offices"). |
| group_by | array | One to three dimensions to break the total down by. |
| has_news | boolean | Only firms with news on record |
| keywords | array | Words and phrases that describe what the person is looking for, beyond the exact tags: synonyms, sub-sectors, related terms, e.g. for healthcare: healthcare, medical, hospital, life sciences, biotech, pharma, medtech, digital health. Matched against firm descriptions, names, cities, family names, decision-maker names and research titles. Works best with 4 to 10 terms when the question names a sector, theme, strategy or any wording that may not be a stored tag. |
| ppc_type | array | Principal & permanent capital only: Investment holding company | Holding company / conglomerate investment arm | Permanent-capital acquisition firm | Evergreen investment vehicle (principal-backed) | Merchant bank - principal-investing arm | Family trust investment arm | Multi-principal investment partnership | Founder / single-HNWI investment vehicle | Foundation with direct investment program | Principal investment firm | Evergreen or permanent-capital vehicle (externally funded) |
| geo_focus | array | Geographic focus tags |
| giant_any | boolean | Only billionaire families or 13F filers (family offices only) |
| ownership | array | RIA only: Founder-owned | PE-backed | Bank or insurer-owned | Public | Employee-owned |
| any_domain | array | Matches primary OR secondary domains; industry sectors are stored here, e.g. Healthcare, Biotech, Digital Health, Medical Devices, Pharmaceuticals, Technology, Industrial, Consumer, Financial Services, Climate, Hospitality, Retail, Manufacturing. |
| domain_mode | string | How any_domain and keywords combine. tag_or_text: a firm matches when it has one of the domain tags OR its record mentions a keyword. tag: a firm matches when it has one of the domain tags AND its record mentions a keyword. Default tag_or_text when both any_domain and keywords are present. |
| ria_segment | array | RIA only: Alts allocator | Gatekeeper | Direct and co-invest | OCIO or consultant | M&A target | M&A acquirer |
| fof_strategy | array | Fund of funds only: Primaries | Secondaries | Co-investments | Direct investments | GP stakes or seeding |
| aum_disclosed | boolean | Only firms whose AUM is a real value, not a placeholder |
| private_funds | array | RIA only: Y | N |
| updated_since | string | ISO date (YYYY-MM-DD): only firms whose record changed (data_version moved) on or after it |
| capital_source | array | Principal & permanent capital only: Own balance sheet | Principals | Family or founder | Group | Foundation endowment | External, permanent or evergreen mandate |
| has_work_email | boolean | Only firms with at least one work email on a decision-maker |
| primary_domain | array | Primary investment domains are ASSET CLASSES, exact stored values: Private Equity | Real Estate | Startups | Public Equities | Venture Capital | Philanthropy | Private Credit | Impact | Hedge Funds | Energy & Natural Resources | Infrastructure | Art & Collectibles. Industry sectors are stored as secondary domains, not primary domains. |
| has_philanthropy | boolean | Only firms with philanthropy data (family offices and principal & permanent-capital firms only) |
| investment_approach | array | Principal & permanent capital: Control | Minority | Direct | Fund commitments | Credit | Real assets. RIA: Third-party funds | Direct | Co-invest | SPVs | OCIO mandates |
| emerging_manager_focus | array | Fund of funds only: Y | N | Unknown |
{
"type": "object",
"properties": {
"q": {
"type": "string",
"description": "Keyword search over firm name, description, city, family name, decision-maker names and research titles."
},
"city": {
"type": "string"
},
"type": {
"type": "array",
"items": {
"type": "string"
},
"description": "Investor type, exact stored values only; each category has its own list: Family office: Single family office | Multi family office | Family owned holding co | Family led private investment firm | VC/fund run by a family office. Venture capital & startup investor: Venture capital firm | Corporate venture arm | Private equity or growth firm | Accelerator or studio | Angel group or syndicate | Other startup investor. Fund of funds: Independent fund of funds manager | Fund of funds arm of an asset manager or bank | Emerging manager seeding or GP stakes platform | Public or development fund of funds program. Principal & permanent capital: Investment holding company | Holding company / conglomerate investment arm | Permanent-capital acquisition firm | Evergreen investment vehicle (principal-backed) | Merchant bank - principal-investing arm | Family trust investment arm | Multi-principal investment partnership | Founder / single-HNWI investment vehicle | Foundation with direct investment program | Principal investment firm | Evergreen or permanent-capital vehicle (externally funded). RIA: Registered investment adviser."
},
"cause": {
"type": "array",
"items": {
"type": "string"
},
"description": "Philanthropic causes (family offices; principal & permanent-capital firms where stated)"
},
"stage": {
"type": "array",
"items": {
"type": "string"
},
"description": "Exact stored values: Pre-seed/Seed | Early | Growth | Buyout | Lower Middle Market | SMB"
},
"state": {
"type": "array",
"items": {
"type": "string"
},
"description": "US state names, e.g. Texas"
},
"region": {
"type": "array",
"items": {
"type": "string"
},
"description": "North America | Europe | Middle East | South East Asia | Oceania | East Asia | LATAM | Africa"
},
"country": {
"type": "array",
"items": {
"type": "string"
},
"description": "Country names as stored, e.g. USA, United Kingdom, Switzerland"
},
"category": {
"type": "array",
"items": {
"type": "string"
},
"description": "Investor category, exact values: Family office | Venture capital & startup investor | Fund of funds | Principal & permanent capital | RIA. Filters by kind of investor (e.g. \"RIAs\", \"funds of funds\", \"family offices\")."
},
"group_by": {
"type": "array",
"items": {
"enum": [
"category",
"type",
"region",
"country",
"state",
"primary_domain",
"secondary_domain",
"any_domain",
"stage",
"cause",
"geo_focus",
"giant",
"team_size",
"philanthropy_confidence",
"has_work_email",
"has_philanthropy",
"has_news",
"aum_disclosed",
"fof_strategy",
"ria_segment",
"ppc_type",
"capital_source",
"investment_approach"
],
"type": "string"
},
"maxItems": 3,
"description": "One to three dimensions to break the total down by."
},
"has_news": {
"type": "boolean",
"description": "Only firms with news on record"
},
"keywords": {
"type": "array",
"items": {
"type": "string",
"maxLength": 40,
"minLength": 2
},
"maxItems": 12,
"description": "Words and phrases that describe what the person is looking for, beyond the exact tags: synonyms, sub-sectors, related terms, e.g. for healthcare: healthcare, medical, hospital, life sciences, biotech, pharma, medtech, digital health. Matched against firm descriptions, names, cities, family names, decision-maker names and research titles. Works best with 4 to 10 terms when the question names a sector, theme, strategy or any wording that may not be a stored tag."
},
"ppc_type": {
"type": "array",
"items": {
"type": "string"
},
"description": "Principal & permanent capital only: Investment holding company | Holding company / conglomerate investment arm | Permanent-capital acquisition firm | Evergreen investment vehicle (principal-backed) | Merchant bank - principal-investing arm | Family trust investment arm | Multi-principal investment partnership | Founder / single-HNWI investment vehicle | Foundation with direct investment program | Principal investment firm | Evergreen or permanent-capital vehicle (externally funded)"
},
"geo_focus": {
"type": "array",
"items": {
"type": "string"
},
"description": "Geographic focus tags"
},
"giant_any": {
"type": "boolean",
"description": "Only billionaire families or 13F filers (family offices only)"
},
"ownership": {
"type": "array",
"items": {
"type": "string"
},
"description": "RIA only: Founder-owned | PE-backed | Bank or insurer-owned | Public | Employee-owned"
},
"any_domain": {
"type": "array",
"items": {
"type": "string"
},
"description": "Matches primary OR secondary domains; industry sectors are stored here, e.g. Healthcare, Biotech, Digital Health, Medical Devices, Pharmaceuticals, Technology, Industrial, Consumer, Financial Services, Climate, Hospitality, Retail, Manufacturing."
},
"domain_mode": {
"enum": [
"tag_or_text",
"tag"
],
"type": "string",
"description": "How any_domain and keywords combine. tag_or_text: a firm matches when it has one of the domain tags OR its record mentions a keyword. tag: a firm matches when it has one of the domain tags AND its record mentions a keyword. Default tag_or_text when both any_domain and keywords are present."
},
"ria_segment": {
"type": "array",
"items": {
"type": "string"
},
"description": "RIA only: Alts allocator | Gatekeeper | Direct and co-invest | OCIO or consultant | M&A target | M&A acquirer"
},
"fof_strategy": {
"type": "array",
"items": {
"type": "string"
},
"description": "Fund of funds only: Primaries | Secondaries | Co-investments | Direct investments | GP stakes or seeding"
},
"aum_disclosed": {
"type": "boolean",
"description": "Only firms whose AUM is a real value, not a placeholder"
},
"private_funds": {
"type": "array",
"items": {
"type": "string"
},
"description": "RIA only: Y | N"
},
"updated_since": {
"type": "string",
"description": "ISO date (YYYY-MM-DD): only firms whose record changed (data_version moved) on or after it"
},
"capital_source": {
"type": "array",
"items": {
"type": "string"
},
"description": "Principal & permanent capital only: Own balance sheet | Principals | Family or founder | Group | Foundation endowment | External, permanent or evergreen mandate"
},
"has_work_email": {
"type": "boolean",
"description": "Only firms with at least one work email on a decision-maker"
},
"primary_domain": {
"type": "array",
"items": {
"type": "string"
},
"description": "Primary investment domains are ASSET CLASSES, exact stored values: Private Equity | Real Estate | Startups | Public Equities | Venture Capital | Philanthropy | Private Credit | Impact | Hedge Funds | Energy & Natural Resources | Infrastructure | Art & Collectibles. Industry sectors are stored as secondary domains, not primary domains."
},
"has_philanthropy": {
"type": "boolean",
"description": "Only firms with philanthropy data (family offices and principal & permanent-capital firms only)"
},
"investment_approach": {
"type": "array",
"items": {
"type": "string"
},
"description": "Principal & permanent capital: Control | Minority | Direct | Fund commitments | Credit | Real assets. RIA: Third-party funds | Direct | Co-invest | SPVs | OCIO mandates"
},
"emerging_manager_focus": {
"type": "array",
"items": {
"type": "string"
},
"description": "Fund of funds only: Y | N | Unknown"
}
}
}| cause | array | Philanthropic causes (family offices; principal & permanent-capital firms where stated) |
| stage | array | Exact stored values: Pre-seed/Seed | Early | Growth | Buyout | Lower Middle Market | SMB |
| state | array | US state names, e.g. Texas |
| region | array | North America | Europe | Middle East | South East Asia | Oceania | East Asia | LATAM | Africa |
| country | array | Country names as stored, e.g. USA, United Kingdom, Switzerland |
| category | array | Investor category, exact values: Family office | Venture capital & startup investor | Fund of funds | Principal & permanent capital | RIA. Filters by kind of investor (e.g. "RIAs", "funds of funds", "family offices"). |
| has_news | boolean | Only firms with news on record |
| keywords | array | Words and phrases that describe what the person is looking for, beyond the exact tags: synonyms, sub-sectors, related terms, e.g. for healthcare: healthcare, medical, hospital, life sciences, biotech, pharma, medtech, digital health. Matched against firm descriptions, names, cities, family names, decision-maker names and research titles. Works best with 4 to 10 terms when the question names a sector, theme, strategy or any wording that may not be a stored tag. |
| ppc_type | array | Principal & permanent capital only: Investment holding company | Holding company / conglomerate investment arm | Permanent-capital acquisition firm | Evergreen investment vehicle (principal-backed) | Merchant bank - principal-investing arm | Family trust investment arm | Multi-principal investment partnership | Founder / single-HNWI investment vehicle | Foundation with direct investment program | Principal investment firm | Evergreen or permanent-capital vehicle (externally funded) |
| geo_focus | array | Geographic focus tags |
| giant_any | boolean | Only billionaire families or 13F filers (family offices only) |
| ownership | array | RIA only: Founder-owned | PE-backed | Bank or insurer-owned | Public | Employee-owned |
| page_size | integer |
| any_domain | array | Matches primary OR secondary domains; industry sectors are stored here, e.g. Healthcare, Biotech, Digital Health, Medical Devices, Pharmaceuticals, Technology, Industrial, Consumer, Financial Services, Climate, Hospitality, Retail, Manufacturing. |
| domain_mode | string | How any_domain and keywords combine. tag_or_text: a firm matches when it has one of the domain tags OR its record mentions a keyword. tag: a firm matches when it has one of the domain tags AND its record mentions a keyword. Default tag_or_text when both any_domain and keywords are present. |
| ria_segment | array | RIA only: Alts allocator | Gatekeeper | Direct and co-invest | OCIO or consultant | M&A target | M&A acquirer |
| fof_strategy | array | Fund of funds only: Primaries | Secondaries | Co-investments | Direct investments | GP stakes or seeding |
| aum_disclosed | boolean | Only firms whose AUM is a real value, not a placeholder |
| private_funds | array | RIA only: Y | N |
| updated_since | string | ISO date (YYYY-MM-DD): only firms whose record changed (data_version moved) on or after it |
| capital_source | array | Principal & permanent capital only: Own balance sheet | Principals | Family or founder | Group | Foundation endowment | External, permanent or evergreen mandate |
| has_work_email | boolean | Only firms with at least one work email on a decision-maker |
| primary_domain | array | Primary investment domains are ASSET CLASSES, exact stored values: Private Equity | Real Estate | Startups | Public Equities | Venture Capital | Philanthropy | Private Credit | Impact | Hedge Funds | Energy & Natural Resources | Infrastructure | Art & Collectibles. Industry sectors are stored as secondary domains, not primary domains. |
| has_philanthropy | boolean | Only firms with philanthropy data (family offices and principal & permanent-capital firms only) |
| investment_approach | array | Principal & permanent capital: Control | Minority | Direct | Fund commitments | Credit | Real assets. RIA: Third-party funds | Direct | Co-invest | SPVs | OCIO mandates |
| emerging_manager_focus | array | Fund of funds only: Y | N | Unknown |
{
"type": "object",
"properties": {
"q": {
"type": "string",
"description": "Keyword search over firm name, description, city, family name, decision-maker names and research titles."
},
"city": {
"type": "string"
},
"page": {
"type": "integer",
"minimum": 1
},
"sort": {
"enum": [
"name",
"country",
"category",
"type",
"people",
"work_emails",
"latest_news",
"giant",
"year_founded",
"relevance"
],
"type": "string"
},
"type": {
"type": "array",
"items": {
"type": "string"
},
"description": "Investor type, exact stored values only; each category has its own list: Family office: Single family office | Multi family office | Family owned holding co | Family led private investment firm | VC/fund run by a family office. Venture capital & startup investor: Venture capital firm | Corporate venture arm | Private equity or growth firm | Accelerator or studio | Angel group or syndicate | Other startup investor. Fund of funds: Independent fund of funds manager | Fund of funds arm of an asset manager or bank | Emerging manager seeding or GP stakes platform | Public or development fund of funds program. Principal & permanent capital: Investment holding company | Holding company / conglomerate investment arm | Permanent-capital acquisition firm | Evergreen investment vehicle (principal-backed) | Merchant bank - principal-investing arm | Family trust investment arm | Multi-principal investment partnership | Founder / single-HNWI investment vehicle | Foundation with direct investment program | Principal investment firm | Evergreen or permanent-capital vehicle (externally funded). RIA: Registered investment adviser."
},
"cause": {
"type": "array",
"items": {
"type": "string"
},
"description": "Philanthropic causes (family offices; principal & permanent-capital firms where stated)"
},
"stage": {
"type": "array",
"items": {
"type": "string"
},
"description": "Exact stored values: Pre-seed/Seed | Early | Growth | Buyout | Lower Middle Market | SMB"
},
"state": {
"type": "array",
"items": {
"type": "string"
},
"description": "US state names, e.g. Texas"
},
"region": {
"type": "array",
"items": {
"type": "string"
},
"description": "North America | Europe | Middle East | South East Asia | Oceania | East Asia | LATAM | Africa"
},
"country": {
"type": "array",
"items": {
"type": "string"
},
"description": "Country names as stored, e.g. USA, United Kingdom, Switzerland"
},
"category": {
"type": "array",
"items": {
"type": "string"
},
"description": "Investor category, exact values: Family office | Venture capital & startup investor | Fund of funds | Principal & permanent capital | RIA. Filters by kind of investor (e.g. \"RIAs\", \"funds of funds\", \"family offices\")."
},
"has_news": {
"type": "boolean",
"description": "Only firms with news on record"
},
"keywords": {
"type": "array",
"items": {
"type": "string",
"maxLength": 40,
"minLength": 2
},
"maxItems": 12,
"description": "Words and phrases that describe what the person is looking for, beyond the exact tags: synonyms, sub-sectors, related terms, e.g. for healthcare: healthcare, medical, hospital, life sciences, biotech, pharma, medtech, digital health. Matched against firm descriptions, names, cities, family names, decision-maker names and research titles. Works best with 4 to 10 terms when the question names a sector, theme, strategy or any wording that may not be a stored tag."
},
"ppc_type": {
"type": "array",
"items": {
"type": "string"
},
"description": "Principal & permanent capital only: Investment holding company | Holding company / conglomerate investment arm | Permanent-capital acquisition firm | Evergreen investment vehicle (principal-backed) | Merchant bank - principal-investing arm | Family trust investment arm | Multi-principal investment partnership | Founder / single-HNWI investment vehicle | Foundation with direct investment program | Principal investment firm | Evergreen or permanent-capital vehicle (externally funded)"
},
"geo_focus": {
"type": "array",
"items": {
"type": "string"
},
"description": "Geographic focus tags"
},
"giant_any": {
"type": "boolean",
"description": "Only billionaire families or 13F filers (family offices only)"
},
"ownership": {
"type": "array",
"items": {
"type": "string"
},
"description": "RIA only: Founder-owned | PE-backed | Bank or insurer-owned | Public | Employee-owned"
},
"page_size": {
"type": "integer",
"maximum": 25,
"minimum": 1
},
"any_domain": {
"type": "array",
"items": {
"type": "string"
},
"description": "Matches primary OR secondary domains; industry sectors are stored here, e.g. Healthcare, Biotech, Digital Health, Medical Devices, Pharmaceuticals, Technology, Industrial, Consumer, Financial Services, Climate, Hospitality, Retail, Manufacturing."
},
"domain_mode": {
"enum": [
"tag_or_text",
"tag"
],
"type": "string",
"description": "How any_domain and keywords combine. tag_or_text: a firm matches when it has one of the domain tags OR its record mentions a keyword. tag: a firm matches when it has one of the domain tags AND its record mentions a keyword. Default tag_or_text when both any_domain and keywords are present."
},
"ria_segment": {
"type": "array",
"items": {
"type": "string"
},
"description": "RIA only: Alts allocator | Gatekeeper | Direct and co-invest | OCIO or consultant | M&A target | M&A acquirer"
},
"fof_strategy": {
"type": "array",
"items": {
"type": "string"
},
"description": "Fund of funds only: Primaries | Secondaries | Co-investments | Direct investments | GP stakes or seeding"
},
"aum_disclosed": {
"type": "boolean",
"description": "Only firms whose AUM is a real value, not a placeholder"
},
"private_funds": {
"type": "array",
"items": {
"type": "string"
},
"description": "RIA only: Y | N"
},
"updated_since": {
"type": "string",
"description": "ISO date (YYYY-MM-DD): only firms whose record changed (data_version moved) on or after it"
},
"capital_source": {
"type": "array",
"items": {
"type": "string"
},
"description": "Principal & permanent capital only: Own balance sheet | Principals | Family or founder | Group | Foundation endowment | External, permanent or evergreen mandate"
},
"has_work_email": {
"type": "boolean",
"description": "Only firms with at least one work email on a decision-maker"
},
"primary_domain": {
"type": "array",
"items": {
"type": "string"
},
"description": "Primary investment domains are ASSET CLASSES, exact stored values: Private Equity | Real Estate | Startups | Public Equities | Venture Capital | Philanthropy | Private Credit | Impact | Hedge Funds | Energy & Natural Resources | Infrastructure | Art & Collectibles. Industry sectors are stored as secondary domains, not primary domains."
},
"has_philanthropy": {
"type": "boolean",
"description": "Only firms with philanthropy data (family offices and principal & permanent-capital firms only)"
},
"investment_approach": {
"type": "array",
"items": {
"type": "string"
},
"description": "Principal & permanent capital: Control | Minority | Direct | Fund commitments | Credit | Real assets. RIA: Third-party funds | Direct | Co-invest | SPVs | OCIO mandates"
},
"emerging_manager_focus": {
"type": "array",
"items": {
"type": "string"
},
"description": "Fund of funds only: Y | N | Unknown"
}
}
}