Directory fields and service steps

What a directory may contain, and what happens from request to delivery.

Possible fields

Coverage varies. Not every record contains every field. The quote for your scope states which fields are included.

Field	What it means	Coverage
Firm name	The name the office uses publicly.	Usually included
City and country	Where the office is based.	Usually included
Office type	Single, multi or virtual family office.	When stated
Stated investment focus	Sectors, asset classes or stages the office says it invests in.	When stated
Public website	The office website.	When available
Other fields	Anything else your request needs, such as region tags or notes.	Agreed in the quote

Request
You describe the region, office type, sector, volume and timeline.
Review
A directory specialist checks the scope and may ask follow-up questions.
Quote
You receive the scope, fields, format and price to consider.
Delivery
If you go ahead, the directory is delivered in the format agreed in the quote.
Corrections
Report anything that looks wrong through Support.

Tell us the region, office type, sector and rough number of records you need. A directory specialist will reply by text or email.

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