Deal Pipeline

Live deal flow across all verticals

Family Office Directory

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NameTypeMetroAUMState Priv REReal AssetsPhoneTierActions
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Broker-Dealer & RIA Directory

CompanyContactTitleStatePhoneEmailWebsite
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Deal-FO Matching Engine

Rank family offices by investment alignment score

Select Deal

Match Summary

Select a deal to see matches.

Matched Family Offices

Select a deal to see matches.

Signal Scanner

Off-market deal signals by vertical

Outreach Queue

Drafts pending Dan's approval

Fee Tracker

Advisory & brokerage fee management

DealVerticalCounterpartyFee TypeTx ValueFee %Fee AmountStatusInvoice DateActions
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Analytics

Pipeline by Vertical

Conversion Funnel

Fee Revenue Breakdown

Signal Sources