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Conduct In-Depth Research on Funds and Firms

Pulls together everything Joe holds on a given fund or GP into one research view, named performance history, the document repository (consultant reviews, pension documents, fund presentations, and more), and full GP profiles with contact information and investment style detail.

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15,000+Documents in Repository

23,000+GP Profiles with Contacts

OneUnified Research View

Why it matters

A performance number alone rarely answers a real research question. Cross-referencing that number against the underlying documents backing it up, and against who to actually reach at the firm, turns a data point into a complete research file without having to piece it together from separate sources.

See it in practice

Example

Pull a GP’s profile to confirm investment style, strategy focus, and key contacts, then pull the associated documents — a consultant review, a pension’s due diligence notes, and the fund’s own presentation deck — alongside its named performance history, to build a full picture of the fund before a first outreach call.

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Every Joe use case, including this one, draws on the same underlying data, nothing here is a siloed feature.

18,000+ funds with individual, named performance data — not anonymized or pooled

23,000+ GPs covered, including firms currently in market and fundraising

175,000+ portfolio companies held across the funds in the database

1M+ private companies tracked in total, beyond current portfolio holdings

26,000+ private company transactions, with 2,000+ added every month

Daily industry news, keeping fund, GP, and transaction records current rather than static

15,000+ documents, including consultant reviews, pension documents, fund presentations, and more

Put this use case to work.

Get access to Joe and run this workflow on live, named fund and GP data.

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Conduct In-Depth Research on Funds and Firms

Why it matters

See it in practice

Powered by the same connected dataset

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