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.

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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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Put this use case to work.