{"slug":"investment-firm","title":"Investment Firm","summary":"License closed-deal records, credit files and portfolio reporting.","category":"finance","company_size":"5–200 employees","location":"Anywhere","deal_min_cents":5000000,"deal_max_cents":80000000,"referral_base_cents":7000000,"boosters":[{"id":"e9f2e907-f5e5-4a7a-8504-9603511993f7","kind":"fast_signing","amount_cents":1000000,"recipients":"referrer_and_company","window_days":1,"ends_on":null}],"published_at":"2026-10-17T18:28:32.084200Z","referred_count":44,"status":"live","description":"We're looking for firms on the deal side: private equity, private credit, boutique banks and due-diligence providers that keep complete records of closed deals, plus wealth and asset managers with client-level data. The most valuable material shows the full chain for one deal: the data room, the model and the memo.","history":"3+ years of closed deals","industries":"Private equity and growth equity, private credit, boutique investment banks, quality-of-earnings providers, wealth managers and RIAs, asset managers, fund administrators","tools":["Datasite","Intralinks","DealCloud","Affinity","Excel","PowerPoint","Addepar","Orion"],"requirements":["Records from closed deals: data rooms, CIMs, models and investment memos for the same deals","The right to license deal and portfolio documents once anonymized","3+ years of deal history"],"nice_to_have":["Credit agreements with their term sheets","Quarterly portfolio reporting over several cycles","Banker deliverables with their sources","Wealth management client records: holdings, statements, advisor notes, KYC files (de-identified)","Fund holdings, benchmarks, pricing and ESG data"],"included":["Deal data rooms and memos","Models and credit files","Portfolio and client reporting"],"not_a_fit":["Firms whose only records are their own operating finances","Documents under NDAs that forbid licensing"],"scoping_questions":["How many closed deals do you keep full records for?","Do you keep models and memos alongside the data rooms?","Can deal documents be licensed once anonymized?","Which strategies: buyout, credit, advisory, wealth?"],"ideal_referrers":"Former bankers and private equity associates, fund administrators, and finance-focused fractional CFOs.","deal_note":"Depends on deal count and completeness","intake_form":"general"}