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Underwrite a Single Fund or Transaction

Retrieves named, fund-level performance for one or two specific funds, without requiring a broad institutional dataset subscription just to answer a narrow question.

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18,000+Funds Available On Demand

1–2 FundsTypical Scope

No SubscriptionRequired For Depth

Why it matters

Some workflows only need deep data on a small number of named funds, not comprehensive market coverage. Enterprise-priced providers are built for broad institutional use; this use case is built for depth on a specific fund or pair of funds tied to a specific transaction.

See it in practice

Example

Pull performance history on the two underlying funds in a proposed continuation vehicle, benchmark each against its constructed peer group, and use the comparison to sanity-check a marketed valuation.

Powered by the same connected dataset

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.

Request Access

Underwrite a Single Fund or Transaction

Why it matters

See it in practice

Powered by the same connected dataset

Explore other Joe use cases.

Put this use case to work.