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Questions to ask any directory vendor
Use these questions with every vendor you consider, including us. Good answers are specific and written down.
The questions
| Topic | Question to ask | What a useful answer includes |
|---|---|---|
| Coverage | Which regions and office types do you cover, and how do you define a family office? | Counts as ranges by region and type, and a written definition. |
| Field definitions | What does each field mean, and is it on every record or only when available? | A field list with definitions and how often each field is filled. |
| Source dates | How do you record when a record was last reviewed? | A date or date range per record, and how it is set. |
| Correction process | How do I report a record that is wrong, and what happens next? | A named contact and a description of how corrections are checked. |
| Delivery format | What format will I receive, and can I filter before export? | The file type, column names and any limits. |
| Update policy | Do I receive updates after delivery, and on what terms? | A plain statement of what updates are included, if any. |
| Support | Who answers my questions after delivery? | A named team or contact route. |
We do not rate or name other vendors. These questions apply to any of them.
Ask us the same questions
Our quotes answer these for the scope you request: the coverage, the fields included, how source dates are recorded, the delivery format and who supports you after delivery. If a quote leaves one out, ask. See also the buyer's guide.
Text us what you are looking for
Tell us the region, office type, sector and rough number of records you need. A directory specialist will reply by text or email.
Prefer email?
Write to Clients@InvestorClub.com with what you need and when you need it.
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