MCP server

DFX Intelligence

io.github.Capital-W-Holdings/us-property-parcel-real-estate-debt

Checked 28 Oct 2026, 09:03 UTC · It answered and asked for a sign-in

Private credit: lenders, sponsor financing, credit facilities, BDC holdings, LP allocations. Cited.

Website Source

At a glance

Type

MCP server

Publisher

Not verified

Status

Signs in with your account

Tools

135

Sets up in

Claude Code, Claude Desktop, Codex, Gemini CLI, Cursor, VS Code, Antigravity, ChatGPT, OpenAI API, Grok

Last checked

28 Oct 2026, 09:03 UTC

Connect it to your agent

Add to CursorAdd to VS CodeVS Code Insiders

Opens the app, which shows the server and asks you to confirm. For other apps, copy the setup below.

Claude Code

claude mcp add --transport http us-property-parcel-real-estate-debt https://exchange-production-9123.up.railway.app/mcp/core/member

Claude Desktop

Settings → Connectors → Add custom connector, and paste the URL.

Codex (config.toml)

[mcp_servers.us-property-parcel-real-estate-debt]
url = "https://exchange-production-9123.up.railway.app/mcp/core/member"

Gemini CLI

{"mcpServers":{"us-property-parcel-real-estate-debt":{"httpUrl":"https://exchange-production-9123.up.railway.app/mcp/core/member"}}}

Cursor

{"mcpServers":{"us-property-parcel-real-estate-debt":{"url":"https://exchange-production-9123.up.railway.app/mcp/core/member"}}}

VS Code

{"servers":{"us-property-parcel-real-estate-debt":{"type":"http","url":"https://exchange-production-9123.up.railway.app/mcp/core/member"}}}

Antigravity

agy mcp add us-property-parcel-real-estate-debt https://exchange-production-9123.up.railway.app/mcp/core/member

ChatGPT

Settings → Apps & Connectors → Advanced settings: turn on Developer mode, then Create a connector and paste the URL. Which plans can do this varies.

OpenAI API (Responses tools)

{"type":"mcp","server_label":"us-property-parcel-real-estate-debt","server_url":"https://exchange-production-9123.up.railway.app/mcp/core/member","require_approval":"always"}

Grok (xAI API tools)

{"type":"mcp","server_label":"us-property-parcel-real-estate-debt","server_url":"https://exchange-production-9123.up.railway.app/mcp/core/member"}

Signs in with your account: your agent app opens a sign-in page the first time you use it.

Tools

• changes_since ~783 tokens
  What DFX learned since a time: with a domain, that graph's events by first sight (dfx_id narrows them to one entity), each labelled NEW_EVENT, NEWLY_OBSERVED_HISTORICAL or SCHEDULED_FUTURE; without one, real estate changes since a cursor.
• debt_maturity_schedule ~397 tokens
  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 on
• dfx_coverage ~438 tokens
  Measured coverage, served sources, object types and the known gaps stated plainly, including where geography is a single state and where nothing carries a calibrated probability. It separates an empty result from an absent market. With NO arguments: the full grid, every event family, every state, me
• explain_match ~510 tokens
  For an investor and an opportunity (either order): MATCH REASONS, BLOCKERS, SUPPORTING OBSERVATIONS, COMPARABLE HISTORY (the investor's dated investments in the same sector, with sources), RELATIONSHIPS (a path on the graph if one exists), RECENT EVENTS on both, the computed match if the graph has o
• find_capital_for_opportunity ~681 tokens
  Investors for a company (dfx_id) or a described opportunity (sector, state, deal size, stage, control): verified independent sponsors with observed acquisitions in the sector (listed, not paired or ranked; company to sponsor pairs are withdrawn), family offices with observed investments or stated se
• find_lenders_for_financing ~737 tokens
  Lenders ranked on the comparable facilities they CURRENTLY HOLD on BDC schedules: same lien, a borrower industry containing the term (as the filer wrote it: health, software, industrial, business services), a facility size lower bound inside the band, entered since the window. Score = comparables 35
• find_opportunities_for_capital ~433 tokens
  For a family office, sponsor, capital provider or venture firm: the opportunities DFX knows that fit its DEMONSTRATED behaviour: computed matches where the graph has them (with reasons and blockers), then private companies with transition signals in the sectors it has actually invested in, sponsors
• find_pe_addons_for_platform ~368 tokens
  Computed addon_for_platform matches for one platform (a dfx:pe: company id from search_pe_platforms): each candidate company with the matcher's reasons, blockers, why_now and comparable add-ons verbatim, the platform's owner, score, confidence and computed date. NOT_COVERED when the matcher has scor
• find_pe_buyers_for_company ~405 tokens
  Computed buyer_for_company matches from the private equity matcher for one company (a dfx:pe:, dfx:isi: or dfx:vc: company id): each firm with the matcher's reasons, blockers, why_now and comparable transactions verbatim, the deal partner where attributed, score, confidence, model version and comput
• find_pe_companies_for_buyer ~368 tokens
  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 s
• find_real_estate_lenders ~812 tokens
  Lenders ranked on the commercial real estate loans they ORIGINATED, from CMBS loan-level filings (SEC ABS-EE): same property type, loans in the states and city given, loans inside the size band nationally, recency and size fit. Each row names the lender (originator names normalised to the parent, a
• find_vc_investors ~644 tokens
  Venture firms for a company raising a round, with HARD constraints (geography, sector, stage, amount_usd, active_only) kept apart from RANKING signals (observed entries at the stage, portfolio companies in the sector, investments in 12 months, recency, rounds led). Returns match=exact rows that meet
• get_allocator ~522 tokens
  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,
• get_bdc_portfolio ~399 tokens
  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. ACCESS: without a paid DFX pl
• get_borrower_capital_structure ~508 tokens
  The borrower group (its spellings and grade), every facility (kind, lien, principal held across lenders as a lower bound, mark, pricing, PIK, maturity with basis), every BDC piece at the latest quarter end, the borrower's tape quarter by quarter, every sponsor attribution with its basis and confiden
• get_borrower_facilities ~396 tokens
  Every facility a borrower has on the BDC tape (kind, lien, principal as a lower bound, pricing, maturity) with each BDC holding a piece. group_by=lender: one row per BDC, its tranches summed, cited to its own filing. Without a paid plan on a vertical, lists name their first 5 rows and count the rest
• get_capital_paths ~281 tokens
  Capital flow paths through one institution: plan to fund to manager to company, sponsor to borrower to facility to lender, and more. Each hop names its graph, id, role and basis, with the amount where disclosed and a rule-graded confidence. Without a paid plan on a vertical, lists name their first 5
• get_commitments ~482 tokens
  The commitment tapes, in one call, for any id they reference: the allocator tape (a public plan's own disclosure, with the plan, the fund as printed, the manager and fund resolved to the private equity, venture or real estate record, the amount, the status, the vintage, re-up and first-time-manager
• get_company_coverage ~383 tokens
  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
• get_credit_facility ~329 tokens
  A facility (one borrower group in one instrument class): size as the sum of BDC pieces with its basis, pricing modal and ranged across pieces, maturity with basis, the lender group (every BDC that holds or held a piece, each row the lender's own figures, plus lenders named on a deal), the facility t
• get_credit_provider ~267 tokens
  A credit manager or a BDC: classes, advised BDCs from each 10-K, quarterly portfolio (fair value, principal, borrowers, marks, PIK), largest facilities and sponsors financed. Accepts a private credit id or a BDC's CIK. detail=compact returns key facts under 2 KB. Without a paid plan on a vertical, l
• get_entity ~372 tokens
  Everything DFX holds on one id: the card, relationships with sources and dates, recent events, the observations each fact traces to, and identity links to other graphs by shared CRD, CIK or EIN. detail=compact returns key facts and counts under 2 KB. Without a paid plan on a vertical, lists name the
• get_family_office ~392 tokens
  The full card for one family office: profile, AUM / RAUM / 13F value kept apart with their as-of dates, behaviour, the people who run it with roles, its observed investments, relationships, recent events, evidence rows and cross-graph links (same_as by shared CRD/CIK/EIN). Contact points are withhel
• get_forward_signal_ledger ~494 tokens
  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 m
• get_independent_sponsor ~445 tokens
  The full card for any entity on the sponsor graph: a sponsor (with its verification status, the companies resembling its observed deals as counted facts and reasons with no score, its announced transactions and its observed capital relationships), a capital provider (with fund size, average investme
• get_occupancy ~482 tokens
  Two directions from one call. A PROPERTY dfx_id returns the tenants observed at that building: tenant name and dfx_id, occupancy class, leased area, share of the property, and the lease expiration date where the source discloses one. A COMPANY dfx_id returns where that company is observed to operate
• get_pe_firm ~454 tokens
  The full card for a private equity firm: identity (website, HQ, ADV filing dates), classification with basis and the size band's definition and evidence, classification history, stated criteria (sectors, EBITDA, EV, equity check, control) kept apart from observed behaviour, funds summary and its ten
• get_pe_fund ~364 tokens
  One fund: manager, vintage and basis, every amount kept apart with its basis (adv_gross_asset_value is reported gross assets, not fund size or dry powder), the year-by-year Form ADV reporting tape (gross assets, owners, minimum investment, ownership percentages), LP commitments where disclosed, rela
• get_property_record ~276 tokens
  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,
• get_re_debt_exposure ~574 tokens
  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. Filt
• get_re_fund_manager ~519 tokens
  The manager card, its ten largest vehicles and the whole family by vintage, validated property bindings with the rule and confidence behind each and the properties, loans and lenders underneath, its lenders by name with loans, principal and the last 24 months, its next ten loan maturities, property
• get_re_fund_trends ~461 tokens
  Derived series over the sworn tape, each with its population, derivation and caveat printed beside it: vehicles first reported by year (with the managers filing them), managers filing a real estate fund for the first time by year, reported gross asset value by year (feeders and quarantined readings
• get_re_fund_vehicle ~492 tokens
  The vehicle card with its reporting history year by year as filed (gross asset value, owners, minimum investment, the fund type and name as filed that year), its family in sequence, the public plans that disclosed a commitment, any validated holdings, and its events. A gap in the history is a year t
• get_re_org_chain ~312 tokens
  By the firm's name family: its real estate fund managers, vehicles by lifecycle, published holdings with basis and confidence, fund loans and lender groups, CMBS notes naming the family as sponsor or guarantor (with the lender and holder trust), and accepted owner chains. Lists where the chain break
• get_re_property_chain ~416 tokens
  A building's recorded NYC mortgages, satisfactions and assignments (parties as filed), the sponsor resolved behind an owner of record when owner_ids are given, its CMBS notes (lender = originator, holder = the trust, special servicer, balance, maturity, status, the annex's borrower LLC and sponsor),
• get_ria_advisor ~375 tokens
  One IAPD-registered advisor: name, current firm with class and tenure, employment history as dated registration spans in order (firm, begin, end, current), every firm change as two registration dates (bulk re-registrations and departures included and labelled), the teams the person moved with, exams
• get_ria_capital_links ~430 tokens
  For one RIA firm (or one private fund): every link to the private equity, venture, family office and sponsor graphs written on a shared identifier, with the basis printed on each link: the firm's own CRD or CIK, and each private fund of the firm that a private equity or venture graph row holds under
• get_ria_firm ~528 tokens
  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
• get_ria_outside_business ~424 tokens
  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 compa
• get_ria_practice ~574 tokens
  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 operati
• get_ria_trends ~593 tokens
  Three derived views from the RIA lane's aggregates: state_stats (SEC-registered firms, wealth firms, RAUM, private funds, advisors, joins, departures and new firms in the last year, by state); flows (firms ranked by departures, joins, net, departure rate or join rate over 12 months, with 90-day and
• get_service_provider ~390 tokens
  A law firm, bank, accounting or diligence firm as the independent sponsor graph sees it: deal counts and role mix, the sponsors it has served most (with deal counts and first and last deal), the capital providers it meets on the same deals, its professionals named on deals (title, practice, office,
• get_sponsor_lenders ~461 tokens
  Sponsor by lender pairs counted once per borrower held: borrowers, facilities, principal held, first and latest quarter, new borrowers in the last four quarters against the prior four, quarters since the last new borrower, and the weakest sponsor attribution basis in the pair. Accepts a private cred
• get_sponsor_portfolio ~422 tokens
  Every portfolio holding DFX has for one private equity or independent sponsor firm (current and exited): company, state, listed sector, fund, platform or add-on, control, entry and exit dates with their basis, and the source. Plus a fingerprint of the portfolio: counts by sector, state and control,
• get_vc_firm ~399 tokens
  The full card for any entity on the venture graph: a firm (with recent investments, co-investors and funds), a person (with attributed investments and board seats), a fund (with all seven fund amounts kept apart and its lifecycle state) or a portfolio company (with its investors). Plus relationships
• rank_family_offices ~1891 tokens
  THE tool for any family office question with criteria (sector, check size, capital, sponsors, co-investors, recent events, geography, reachable people). Family offices ranked by a transparent weighted score over the criteria given. Each row carries reasons (what matched, citing card fields and dfx i
• rank_service_providers ~860 tokens
  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 (insuran
• rank_sponsor_capital ~957 tokens
  The capital parties named on announced independent sponsor transactions, aggregated. group=provider ranks lenders and equity providers by distinct deals and distinct sponsors financed, with how many sponsors they financed more than once, their roles, verticals and first and last deal. group=pair lis
• relationship_path ~222 tokens
  An evidence-backed path between two DFX ids across every graph: each hop is a published relationship with its source, or an identity link by shared CRD, CIK or EIN. NO_MATCH means no observed path within the hop budget, not that the two are unconnected. Without a paid plan on a vertical, lists name
• research ~711 tokens
  One private markets question in one call: BDC and private credit lenders, borrowers, loans, maturities and non-accrual, sponsors, advisers, teams, pension commitments. Reads SEC filings (BDC schedules, Form ADV, IAPD) and plan documents; returns entities, an answer from cited claims only, coverage l
• resolve_address ~346 tokens
  Turn a street address into canonical DFX object ids, with the match basis and any ambiguity stated. Returns typed objects: a 'property' (national federal programme multifamily) and/or a 'parcel' (Massachusetts assessor and registry layer). These are separate populations that barely overlap, so an ad
• resolve_name ~399 tokens
  A firm, fund, person or company name to canonical DFX ids across every private-capital graph, with the roles the same institution holds on other graphs (manager, adviser, lender, allocator). Without a paid plan on a vertical, lists name their first 5 rows and count the rest; each answer states what
• resolve_organization ~225 tokens
  Turn an owner, manager, lender or servicer name into canonical DFX entity ids. A name is treated as a blocking key and never as an identity, so all candidates are returned rather than a guess. Free. Person lookup is deliberately not offered.
• resolve_ria_advisor ~465 tokens
  Resolve an advisor by name AND a firm (name or CRD), or by individual CRD, to one person card. A name alone is never resolved to one person: 439,425 registrants share many names, so with only a name the answer lists labelled candidates and `resolved` is false. With a firm name, the current firm is t
• search_13f_sector_holders ~594 tokens
  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 positio
• search_allocator_commitments ~522 tokens
  Public plans' own commitment disclosures, one row per line: plan, fund as printed, manager, amount, status, dates, vintage, re-up, the plan's own performance figures and the source document with a quote. Without a paid plan on a vertical, lists name their first 5 rows and count the rest; each answer
• search_allocators ~806 tokens
  The capital-owner graph: public pensions (every Census unit), corporate and Taft-Hartley DB plans (Form 5500), endowments and foundations (IRS), state pools and investment offices, as compact cards with dfx:al: ids carrying reported assets and basis, funded status, policy targets, commitment counts
• search_bank_cre_exposure ~626 tokens
  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
• search_bdc_language_change ~464 tokens
  For a term (software, tariffs, AI, healthcare, energy, consumer, office, crypto or any word), every active BDC whose latest 10-K or 10-Q names it, compared sentence by sentence with the filing before: whether the language changed, how many sentences were added, removed or rewritten, and those senten
• search_borrower_sponsors ~803 tokens
  The borrower to sponsor chain: a BDC borrower, linked through a graded identity bridge to its company record, then to the private equity firms that invested (fund, entry and exit dates, whether the source states the investment is current, and the page that says so), beside the borrower's latest BDC
• search_capital_changes ~508 tokens
  The change tape for the three capital graphs by FIRST SIGHT: the day DFX first saw each row, which is the only order a poller can trust. Commitments and re-ups disclosed by public plans, allocation targets moved, consultants changed, new borrowers and lenders on the credit tape, facilities marked do
• search_cmbs_loans ~1212 tokens
  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 no
• search_cmbs_resolutions ~651 tokens
  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 resolutio
• search_credit_maturities ~458 tokens
  Debt facilities still on a BDC schedule whose tagged or written maturity falls inside the window (default the next 24 months from today), ordered by date: borrower, sponsor with basis, lien, principal held (a lower bound), mark on cost, the BDCs holding it. Filter by sponsor, lien and minimum princi
• search_credit_stress ~616 tokens
  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 (event
• search_documents ~465 tokens
  Full-text search over DFX's document index: verbatim passages from the documents the graph already points at (SEC filings and BDC schedules of investments, public pension board minutes, ACFRs and investment reports, 990s, Form D, firm press and team pages). Each result is one passage with its docume
• search_entities ~469 tokens
  Search across every DFX domain by name or by filters (type, domain, state, sector, activity). Returns compact cards with stable DFX ids and a coverage note per domain. Without a paid plan on a vertical, lists name their first 5 rows and count the rest; each answer states what it withheld.
• search_events ~547 tokens
  Dated events across family offices, sponsors, venture, private equity and real estate: investments announced, vehicles formed, Form D and ADV filings, people joining and leaving, funds raised, acquisitions, plan final filings, record departures, loan maturities. Filter by domain, subject dfx_id, eve
• search_family_office_investments ~682 tokens
  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
• search_family_offices ~1209 tokens
  Family offices as compact cards: class (single, multi, embedded...) with confidence, whether they invest directly, sectors and asset classes on record, check size where stated, direct investment count, latest investing activity (private or public 13F/13D), and counts of people, sponsor and real esta
• search_forward_opportunities ~1119 tokens
  Forward opportunities across DFX: an entity, the event a measured pattern points to (a borrower reaching non-accrual, a pension plan re-upping with a manager, an RIA entering succession, a nursing home closing), the horizon, the pattern's lift over its base rate with the lower bound of its interval
• search_independent_sponsors ~640 tokens
  Verified independent sponsor firms (deal-by-deal acquirers of lower middle market companies) as compact cards: verification status, classification, mandate summary, principals, vehicle count and latest vehicle, and how many companies resemble the sponsor's observed deals. Only firms whose identity e
• search_isi_opportunities ~553 tokens
  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
• search_opportunities ~642 tokens
  Opportunity summaries: the condition (credit deterioration, refinancing window, lender group change, capital raised, advisor movement, servicing distress ...), the subject with its dfx id, the signal families and published signals behind it, first and last observed dates, exposure with basis, the in
• search_parcels ~574 tokens
  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 ta
• search_pe_firms ~1254 tokens
  Private equity firms (management companies and advisers) as compact cards: the classifier's class with its state, confidence and basis; size band with the evidence it was sized on; fund counts, latest vintage and Form ADV gross assets reported for private equity funds since 2024 (reported gross asse
• search_pe_funds ~623 tokens
  Funds on the private equity graph with every amount under its own name and beside its basis: target, first close, final close, announced size, Form D offering and sold, and the Form ADV gross asset value with its as-of date. adv_gross_asset_value is the gross assets the adviser REPORTED for the fund
• search_pe_platforms ~463 tokens
  Companies that act as a platform (a sponsor's platform investment, or a company that has made add-ons): industry, add-on counts (total and last 24 months) and latest add-on date, current owners with role, status and dates, ownership since, and the platform acquisition activity and exit readiness sco
• search_pe_transactions ~900 tokens
  Acquisitions, add-ons, recapitalisations, carve-outs, secondary sales and exits on the private equity graph: type, status, announced and closed dates, target with industry and state, platform for an add-on (with the basis for calling it one), control, every party with role, side and attribution, and
• search_pending_ownership_changes ~566 tokens
  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
• search_people ~1141 tokens
  Investment professionals, principals and family office staff as names with titles, roles, seniority, investment responsibility, organisation and tenure, from public filings and firm pages; with domain=ria, IAPD-registered advisors by name or firm. By name, or by organization_dfx_id, or by role. cros
• search_private_companies ~625 tokens
  US private companies whose filings (Form 5500 plan history, final filings, ownership changes) record a change: vertical, plan participants as a size proxy, EBITDA band where derivable, and rule scores 0 to 100 for opportunity, dealability, transition readiness and urgency, each backed by observation
• search_private_credit ~968 tokens
  The capital structure graph behind private markets, built from every BDC's schedule of investments each quarter since 2022. `query` is a name (trigram matched across names and aliases: Ares, Ares Capital and ARCC resolve to the adviser, the BDC and its ticker as distinct rows); without a query, filt
• search_private_credit_changes ~910 tokens
  Dated changes by effective date (the quarter end where the change is visible) or by first-seen (by=observed, which leaves out a re-raise, an old claim written again under a corrected key, unless include_reraised): new borrowers on any schedule, lenders joining and leaving facilities, facilities leav
• search_property_events ~1531 tokens
  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,
• search_re_fund_lenders ~690 tokens
  Manager by lender pairs from the loans at the manager's validated holdings: the lender group, loans, principal, properties, property types and states, first and latest loan dates, new originations and refinancings in the last 24 months, the lender's share of the manager's loans, and the trend. Secur
• search_re_fund_loans ~858 tokens
  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 prope
• search_re_fund_lps ~958 tokens
  The public LP tape resolved to real estate fund managers and vehicles: the plan (allocator id), the manager and vehicle with the basis of each resolution, the fund as the plan printed it, the plan's commitment amount with its basis, status, commitment and approval dates, vintage, re-up, the plan's o
• search_re_fund_managers ~1554 tokens
  Advisers that swear a Real Estate Fund vehicle on Form ADV Schedule D 7.B.(1): one manager is one CRD, with its registration and latest filing, regulatory assets under management, the summed gross asset value of its non-feeder, non-quarantined real estate vehicles with its size band, vehicles curren
• search_re_fund_vehicles ~1149 tokens
  Vehicles sworn as Real Estate Funds by their SEC fund id (805-...): the fund and its family and sequence, master, feeder or fund of funds, gross asset value latest, first and peak with the filing date, years reported, vintage with its basis, owners and minimum investment, the Form D file number, lif
• search_re_lps_by_manager ~317 tokens
  Allocator x manager pairs from published LP commitments: distinct funds, total committed, first and latest commitment, re-up, the latest funds with their source. manager is a name family ('Blackstone') or a dfx:ref id; omit it with min_funds=2 for the LPs that repeatedly back the same manager. ACCES
• search_relationships ~274 tokens
  Every published relationship touching one entity (employs, manages, invested in, lends to, owns, board member of and more), each with role, dates, currency, evidence class and source. Without a paid plan on a vertical, lists name their first 5 rows and count the rest; each answer states what it with
• search_ria ~991 tokens
  Registered investment advisers (Form ADV: RAUM, clients by type, employees, advisors on IAPD, private funds, class such as INDEPENDENT_WEALTH or WIREHOUSE), registered advisors (IAPD: current firm, registration history counts, exams, designations) and the private funds advisers report, as compact ca
• search_ria_advisor_moves ~445 tokens
  Advisors who left one firm and registered at another, from IAPD registration dates: the person, from and to firms with class, the end and begin dates, the gap and the move type. Bulk re-registrations are excluded unless asked for. Without a paid plan on a vertical, lists name their first 5 rows and
• search_ria_anomalies ~741 tokens
  Reported values and filing-to-filing changes that stand out against a peer group (segment by RAUM band, 30 or more advisers), each with the metric, current and prior value, peer median, percentile, robust deviations (median absolute deviation, floored), the filing date, a sentence saying why it trig
• search_ria_changes ~550 tokens
  The RIA event tape by OBSERVATION time: advisor firm changes and departures, team lift-outs and absorptions, successions, RAUM and headcount changes, control persons joining or leaving, first ADV filings, roster exits, each with occurred_at (the registration or filing date), observed_at (when DFX wr
• search_ria_funds ~675 tokens
  Private funds from Form ADV Schedule D 7.B.(1): fund name, SEC fund id (805-...), type, gross asset value with its as-of date (reported gross assets, NOT fund size or commitments), owners, minimum investment, ownership percentages, 3(c)(1) or 3(c)(7), master or feeder, first and last reported, statu
• search_ria_ma ~686 tokens
  RIA M&A from three factual sources, each labelled: successions the acquirer swore on Form ADV Item 4 (succession); firms whose advisors re-registered whole at one other firm (absorbed, a rule over registration dates); and firms that left the SEC adviser roster (roster_exit; the reason is not stated)
• search_ria_move_indicators ~764 tokens
  The observed pre-move indicators DFX holds, per advisor: a prior co-move teammate or the team's senior member left the firm (with who and where to), a fifth or more of the advisor's branch or practice left in six months, a Series 65 or 63 added outside licensing classes, or the advisor owns part of
• search_ria_offices ~500 tokens
  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
• search_ria_outside_business ~848 tokens
  Outside-business entries from the advisor's own Form U4 disclosure, reviewed extraction: the company, what it does and on what basis, the advisor's role (owner, director, partner...), ownership where stated, start and end dates, materiality and why it matters, and the advisor's own words as evidence
• search_ria_practices ~936 tokens
  SEC-registered advisers screened on the practice layer: by archetype (HNW_WEALTH_MANAGER, UHNW_PRIVATE_WEALTH, MASS_AFFLUENT_RIA, INSTITUTIONAL_ASSET_MANAGER, RETIREMENT_PLAN_ADVISER, MULTI_FAMILY_OFFICE_LIKE, RIA_WITH_PRIVATE_FUNDS, RIA_WITH_HEAVY_ALTERNATIVES, BANK_AFFILIATED, BROKER_DEALER_AFFILI
• search_ria_teams ~782 tokens
  Teams: clusters of advisors who left the same firm for the same firm from the same branch state within a 14-day chain, with member count, dates, spread, the from firm's headcount that day and the share that left (an estimate on a survivor-biased tape), whether a succession was filed, and the kind as
• search_service_provider_sponsors ~492 tokens
  Provider and sponsor pairs from announced independent sponsor transactions. Give a sponsor (name or dfx:isi: id) to list the law firms, banks, accountants and QoE providers it has used, each with deals together, first and last deal and the roles; or give a provider to list the sponsors it has served
• search_signals ~652 tokens
  The governed signal layer the site ranks by (actionable now, public or sellable only): each card names its family, the subject with its dfx id, what changed, why it matters, why now, the falsifier, the dates, the exposure in dollars with its basis, a rank, and the audience (who is affected and how)
• search_sponsor_capital_providers ~482 tokens
  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
• search_sponsor_deals ~580 tokens
  Announced acquisitions, recapitalisations and exits by independent sponsors: sponsor, target, dates, enterprise value range where disclosed, structure, parties and source. Filter by sponsor, target, type, state, since-date or name text. ACCESS: without a paid DFX plan on the vertical, a list returns
• search_sponsor_lender ~480 tokens
  Sponsor x lender pairs counted once per borrower held (the lender is the adviser behind the BDCs, or the BDC where the adviser is not read): borrowers, facilities, principal held, first and latest quarter, new borrowers in the last four quarters against the prior four, quarters since the last new bo
• search_subsidised_housing ~625 tokens
  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 ava
• search_vc_coinvestors ~418 tokens
  The firms that invest most often beside a named venture firm, from the rounds both were named on: shared portfolio companies, shared rounds, the last and first shared dates, stages of the shared rounds, who led, and sample shared companies. The firm is resolved to its firm group; its own funds, grou
• search_vc_emerging_managers ~416 tokens
  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 advis
• search_vc_exits ~363 tokens
  Acquisitions, IPOs and listings of venture-backed companies, with the investor that reported it and the date's basis: occurred (a dated source) or observed (seen on a portfolio page, deal date unpublished). dated_only keeps only exits with a transaction date. ACCESS: without a paid DFX plan on the v
• search_vc_financings ~679 tokens
  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 ('en
• search_vc_firms ~569 tokens
  Venture firms as compact cards: stated sectors, stages, geography and check size beside OBSERVED behaviour (investments in the last 6 and 12 months, lead count, behaviour summary and divergence from the stated thesis), funds with the latest vintage and Form D, people and partner counts. Filter by se
• search_vc_funds ~594 tokens
  Funds with every amount under its own name (target, first close, final close, announced size, Form D offering and sold, ADV gross asset value), vintage and basis, lifecycle state, investor counts, LP count. Filter by manager, lifecycle, vintage range, strategy or Form D sold. ACCESS: without a paid
• search_vc_investments ~1082 tokens
  Investor-by-investor participations in rounds: investor, company, fund, the partner attributed (with attribution level), role (lead or participant), new or follow-on, board seat, round type, stage and amount (the round's, never the check), and the source quote, and the classifier's investor_class (n
• search_vc_lp_commitments ~475 tokens
  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
• search_vc_new_funds ~504 tokens
  Venture vehicles launched since a date (first Form D sale or first Form ADV appearance), or with an open Form D offering (raising_now), one row per manager: fund, manager, vintage, fund number, lifecycle and fundraising state, Form D offered and sold. Filter by state or city, sector of the manager's
• search_vc_next_funds ~382 tokens
  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 secto
• search_vc_opportunities ~659 tokens
  The venture opportunity object: dated signals (fund formation, fund lifecycle, company capital, people movement, relationship change) each with why now, what happened, why it may matter, who could care, evidence, a categorical confidence and urgency, providers on record, provider roles not on record
• search_vc_provider_calls ~603 tokens
  The call list for a fund administrator, auditor, custodian or placement agent: venture funds with no provider of that role on record (new fund Form D), next numbered funds, funds whose provider of that role changed (one row per adviser decision), managers growing quickly, and new managers on the SEC
• search_vc_raise_candidates ~448 tokens
  Venture-backed companies that are CANDIDATES BY RULE to raise again: last dated financing 12 to 36 months ago and none since, no exit on record, still listed on an investor's portfolio page DFX read in the last 60 days. Never a prediction. Filter by sector words, state or city, stage of the last rou
• search_vc_repeat_founders ~481 tokens
  People named as an executive officer on the Form D filings of two or more operating companies, listed by the NEW company with its first Form D date, the person, and the earlier companies (whether venture-backed). Derived, never filed: identity is inferred from the same name in the same state. Filter
• search_vc_service_opportunities ~534 tokens
  Filed or announced triggers on the venture graph mapped to the service providers they create work for (admin, audit, law, placement, banking, lending, insurance, recruiting, compliance): new advisers, fund Form Ds, next funds, open offerings, harvest, company financings, partner departures. The need
• verify ~435 tokens
  A claim in, SUPPORTED, PARTIALLY_SUPPORTED, CONTRADICTED or UNKNOWN out, with the cited evidence rows. Names resolve only to records carrying that name; absence of evidence is UNKNOWN, never a contradiction.
• watch_cancel ~82 tokens
  Cancels a watch: no further deliveries, the quota slot is freed, earlier deliveries stay readable.
• watch_changes ~204 tokens
  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_create ~678 tokens
  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_list ~54 tokens
  This account's watches with status, latest checkpoint, reads used and cost. Needs a DFX account key.
• watch_reevaluate ~140 tokens
  Re-tests the conclusions recorded at a checkpoint (maturity, mark, lenders, performing) against what changed since, and diffs a saved investigation's claims against the question asked now.
• what_can_dfx_answer ~608 tokens
  Plain-language objective in, coverage and routing out: the DFX domain that answers it, the arguments for that domain's search, and a free three-row sample. Covers private credit, private equity, venture, family offices, RIAs, allocators and US commercial real estate.
• who_should_care ~451 tokens
  Given an entity or an event id: who is likely to care and why. A company transition names sponsors, capital providers and family offices with the observed reason; a family office names its co-investors and fitting opportunities; a venture firm names its co-investors; a property names its owner, lend
• who_should_provider_call ~579 tokens
  The independent sponsor call list (rule isi-pcall-1, XV1 2026-10-02): one row per role family, trigger and sponsor over census-verified sponsor deals. Triggers are facts: recent_deal_role_not_on_record (a deal in the last 180 days with no firm in this role on record), repeat_acquirer (2 or more deal
• who_to_contact ~903 tokens
  For one organization (dfx_id, or its name in `organization`, resolved through the identity layer so every graph the institution is on is read) or one opportunity (opportunity_id from search_opportunities): ONE recommended person and up to two DISTINCT backups, ranked for a purpose (private_credit, a
• why_now ~384 tokens
  Evidence-backed reasons an entity matters now: recent filings, vehicles formed, deployments, people moves, fundraising, transition signals, loan maturities, each dated with its source. Empty means DFX observed no change in the window, not that nothing is happening. ACCESS: without a paid DFX plan on

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