Gain access to real-time investment activity. Utilize keyword searches to access specific search leads. Examine manager hires and terminations.
Leverage our filtering options to search through our listings of plans, consultants and managers to locate entities based on your specific needs.
Filter through tens of thousands of contacts across plans, consultants and MoMs to stay informed and get in touch.
Browse firm profiles to gain insights on general contact information, returns, investment initiatives, firm relationships and related contacts.
Subscribers gain full access to our FIN Daily, Nonprofit News and Emerging Manager Monthly content, providing you with invaluable intelligence and up-to-date information on decision makers, managers, and investment activity.
After conducting a search from our sections you can export the search results to a CSV. Use this to create your own custom reports or for importing into your CRM.
Our tasks component allows you to create actionable tasks throughout each section of the site which can be shared with team members, used for making notes and reminder emails.
Our saved search feature allow you to enable email alerts based on your searches within the Mandate and Documents sections.
Hundred of thousands of institutional documents at your disposal. Learn more here.
Gain access to more data points with this add-on. Contact us for more info
Connect your CRM to instantly export our data. For more info please contact us.
*These options are available at an additional cost. Please contact us for pricing.