Investor & Owner Sourcing
Two clean jobs: (1) research capital partners / LPs for a raise, and (2) identify who owns or controls a property or entity from public records — the legitimate, defensible version of "finding the right person."
When to use
"Who could we raise this from?", "research [firm] as a capital partner," "who owns this site?", "what's behind this LLC?", "background on [investor/owner]."
Data sources
- Capital partners / firms: public records (SEC, Secretary of State filings), licensed B2B data (Apollo, Lusha, Harmonic, CB Insights, ZoomInfo), company websites, reputable press, professional networks.
- Property owners: a connected parcel data source (
quarry-parcels skill), if set up, for owner of record, mailing address, and owner phone/email; plus Yardi search_by_owner and county records.
Job 1 — Capital partner / LP research
- Define the raise: amount, structure (LP equity, JV, preferred, debt), deal profile, market.
- Identify candidate partners that fit (active multifamily allocators, family offices, funds, JV equity groups, regional banks/debt). Use CB Insights/Harmonic if connected, else web research.
- For each candidate, assemble a profile: focus (product/market/check size), recent activity, what they look for, and the right business point of contact (B2B sources only).
- Rank by fit to this deal and to the firm's profile.
- Output: a target list with profiles, fit rationale, and suggested approach. Save to the deal folder.
Job 2 — Owner / entity research (who controls a parcel)
- Start with the parcel: county assessor/recorder records for owner of record; Yardi
search_by_owner if connected.
- If the owner is an entity (LLC/LP), trace it through Secretary of State business filings to the registered agent/principals (public filings).
- Summarize: owner of record, entity chain, principals/contacts available from public/business sources, and any relevant transaction history.
- Output: an owner brief for outreach or acquisition strategy. Cite each record.
Output
- Target list or owner brief saved to the deal folder, every fact sourced (record name + date).
- Clear "how to approach" recommendation.
Accuracy
- Cite each source; don't fabricate names, contacts, or figures.
- This is research — hand the firm the list/contacts; the firm runs the outreach.
1---2name: investor-sourcing3description: Research capital partners and LPs for a raise, and research who owns or controls a parcel or entity and how to contact them. Use when the user says "find investors," "who could fund this," "research this capital partner," "who owns this land/parcel," "who's behind this LLC," or needs investor/owner background and contact.4---56# Investor & Owner Sourcing78Two clean jobs: (1) research **capital partners / LPs** for a raise, and (2) identify **who owns or controls** a property or entity from public records — the legitimate, defensible version of "finding the right person."910## When to use11"Who could we raise this from?", "research [firm] as a capital partner," "who owns this site?", "what's behind this LLC?", "background on [investor/owner]."1213## Data sources14- **Capital partners / firms:** public records (SEC, Secretary of State filings), licensed B2B data (Apollo, Lusha, Harmonic, CB Insights, ZoomInfo), company websites, reputable press, professional networks.15- **Property owners:** a connected parcel data source (`quarry-parcels` skill), if set up, for owner of record, mailing address, and owner phone/email; plus Yardi `search_by_owner` and county records.1617## Job 1 — Capital partner / LP research181. Define the raise: amount, structure (LP equity, JV, preferred, debt), deal profile, market.192. Identify candidate partners that fit (active multifamily allocators, family offices, funds, JV equity groups, regional banks/debt). Use CB Insights/Harmonic if connected, else web research.203. For each candidate, assemble a profile: focus (product/market/check size), recent activity, what they look for, and the right business point of contact (B2B sources only).214. Rank by fit to this deal and to the firm's profile.225. Output: a **target list** with profiles, fit rationale, and suggested approach. Save to the deal folder.2324## Job 2 — Owner / entity research (who controls a parcel)251. Start with the parcel: county assessor/recorder records for owner of record; Yardi `search_by_owner` if connected.262. If the owner is an entity (LLC/LP), trace it through Secretary of State business filings to the registered agent/principals (public filings).273. Summarize: owner of record, entity chain, principals/contacts available from public/business sources, and any relevant transaction history.284. Output: an **owner brief** for outreach or acquisition strategy. Cite each record.2930## Output31- Target list or owner brief saved to the deal folder, every fact sourced (record name + date).32- Clear "how to approach" recommendation.3334## Accuracy35- Cite each source; don't fabricate names, contacts, or figures.36- This is research — hand the firm the list/contacts; the firm runs the outreach.
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