DFX Intelligence

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.

what_can_dfx_answer

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.

search_ria_offices

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.

search_cmbs_resolutions

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.

search_cmbs_loans

Cancels a watch: no further deliveries, the quota slot is freed, earlier deliveries stay readable.

watch_cancel

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.

search_sponsor_capital_providers

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.

watch_changes

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.

verify

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.

get_re_debt_exposure

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.

find_pe_companies_for_buyer

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.

search_vc_financings

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.

debt_maturity_schedule

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.

watch_create

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.

get_research_records

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.

search_vc_emerging_managers

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.

get_property_record

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.

get_entity

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.

search_bank_cre_exposure

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.

search_13f_sector_holders

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 (3,169 delinquency flags across 26 states, 123 foreclosures across 21), issued building permits and demolition filings (Boston only), and recorded sales (49,471, 4 states). 9,131 events fall inside the next 548 days, measured 2026-11-04. 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 2026-11-04. 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.

search_property_events

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.

search_parcels

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.

search_subsidised_housing

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.

get_capital_paths

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.

get_forward_signal_ledger

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.

get_company_coverage

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.

relationship_path

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.

search_isi_opportunities

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.

search_vc_lp_commitments

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.

rank_service_providers

This account's watches with status, latest checkpoint, reads used and cost. Needs a DFX account key.

watch_list

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.

search_re_fund_loans

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.

search_vc_next_funds

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.

search_credit_stress

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.

search_family_office_investments

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.

search_pending_ownership_changes

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.

get_bdc_portfolio

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.

get_ria_firm

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.

get_ria_practice

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.

get_ria_outside_business

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.

get_allocator