AdvizorPro Launches Private Placement Data for Sponsors Raising Capital Through Private Offerings

Private placement sponsors can now see which broker-dealers and reps are placing offerings like theirs, and reach them directly.

ATLANTA--(BUSINESS WIRE)--AdvizorPro, a leading wealth management and financial advisor intelligence platform for smarter prospecting, today announced new private placement data for sponsors and issuers raising capital through private offerings. These include REITs, DSTs and 1031 exchanges, opportunity zones, private equity, private credit, and oil and gas. The data shows which broker-dealers and representatives are actively placing offerings in each category, so sponsors know who to approach. Until now, reaching these professionals took years of relationship building, cold outreach and time on the conference circuit, and even then the results were uneven.

Placement activity is disclosed in Form D filings, but the filings are scattered and inconsistent, and they don't include the contact information needed to reach the right representative. AdvizorPro has solved this. Its data engine collects Form D and Form D/A filings, registrations, firm disclosures and public records. It then structures, cleans and maps that data to the advisor and firm profiles already in the AdvizorPro platform, using a combination of artificial intelligence (AI) and a dedicated data team.

The result is a working view of who is raising money for offerings like a sponsor's own. A live feed of filing amendments shows which firms just reported new sales. Each offering links to the specific reps who placed it. A co-placement network shows which broker-dealers regularly distribute the same deals together. Each firm's full offering track record is available in one view.

"We have steadily been expanding our data to serve more of the firms that sell into the wealth management channel," said Michael Magnan, AdvizorPro chief executive officer. "Our data is increasingly becoming the industry's source of truth, and private placement sponsors are a natural fit. They no longer have to guess who can place their next offering. They can see who already has."

Mining this data has other challenges. Reps move firms, names get misspelled and firms get renamed. AdvizorPro's technology adjusts for each of those scenarios so placement history lands on the correct profile. Sponsors get that placement history alongside each professional's contact information, assets under management (AUM), client profile and career history. That lets them find a common bond or pick the best-fit rep without finding leads in one tool and researching them in another.

For more information about AdvizorPro's private placement data, go to https://advizorpro.com/private-placement-intelligence.

About AdvizorPro

The premier intelligence platform for the wealth management industry including private wealth management, AdvizorPro delivers unparalleled breadth and depth of data on RIAs, family offices and other key financial professionals. Utilized for smarter prospecting to streamline outreach and target the right people, AdvizorPro leverages AI and advanced data technology to transform complex data into actionable insights. Its intuitive platform, robust API and seamless CRM integrations ensure that sales and marketing teams can access, analyze and act on the most accurate and up-to-date industry intelligence available. Learn more at AdvizorPro.com.