Sectors
Financial Services Private Equity
Fund managers, insurance agencies, wealth managers and lenders all file with a regulator, so most of the market sits in public records. We read those filings to map every firm in a niche and who owns it.
What we read
Each regulator publishes its own records, in its own shape. Joining them into one map of the market is the work.
- Fund manager registrations
- Every registered fund manager, the assets it reports and the private funds it runs.
- Private offering notices
- The funds and companies raising capital now, and how much each has sold.
- State producer licenses
- Every licensed insurance agency, by state and by line.
- Lender licenses
- The mortgage, consumer and commercial lenders licensed in each state.
- Bank and credit union reports
- Each institution’s loans and deposits, quarter by quarter.
- Business registrations
- The owners and officers behind each firm.
What we have done here
We keep client names private. This is what the work was.
Fund managers raising capital
Capital formation programs for venture, private equity, real estate, hedge and digital asset fund managers.
Insurance agency buyers
We mapped the agencies in their markets and ran owner outreach for them.
A fund manager raising through wealth firms
We mapped the wealth management firms that use alternative funds, as a channel for its raise.
A small-business lender
We checked a set of its loans against the public record.