About Privanta
Who Privanta Is For
Privanta Advantages
Privanta – Family Office Database
Intelligent Targeting. Stronger Connections
Privanta is Pure Research’s North America-focused family office intelligence platform designed to help public companies, investor relations and agencies, advisory teams, sell-side firms, and fund managers identify, assess, and engage relevant investors more efficiently. The platform brings together structured firm, investment, portfolio, and decision-maker data within a centralized, searchable database.
Privanta covers more than 1,100 single-family offices, multi-family offices, and OCIOs, together with over 4,100 family office contacts and decision makers. Users can evaluate investor fit using information such as assets under management, sector and industry preferences, target investment size, preferred deal structures, real estate exposure, and portfolio holdings.
By replacing fragmented prospecting with a more focused, data-driven workflow, Privanta helps users prioritize compatible investors and improve the relevance of outreach. The platform supports advanced search and filtering, verified contact discovery, dashboard-based insights, and workflow-ready exports for use across fundraising, investor targeting, corporate access, and business development.
Coverage at a Glance
North American Family Office Coverage
Deep coverage of more than 1,100 single-family offices, multi-family offices, and OCIOs across North America.
Verified Decision-Maker Data
Access more than 4,100 contacts, including direct emails, phone numbers, LinkedIn profiles, roles, and organizational details.
Workflow-Ready Intelligence
Search, filter, and export targeted results for use within existing investor-relations, business-development, and CRM workflows.
Who Privanta Is For
Privanta is designed for corporate investor relations teams, IR agencies, sell-side institutions, fund managers, asset managers, and real estate investment firms seeking a more structured, data-driven way to identify and engage North American family offices. By combining detailed firm profiles, investment preferences, portfolio intelligence, and verified decision-maker contacts, the platform supports shareholder targeting, corporate access, roadshow planning, fundraising, and investor outreach.
Users can identify prospective investors based on strategy, mandate, sector exposure, geography, investment size, and other indicators of strategic fit. Across use cases, Privanta helps reduce prospecting time, prioritize relevant relationships, and build more focused and repeatable outreach pipelines.
Privanta – Advantage
Depth of Data. Precision in Targeting.
Privanta is built to answer a practical question: which family offices are most relevant to your objectives? The platform combines structured firm intelligence, detailed investment profiles, portfolio information, and verified decision-maker data, enabling users to move from a broad investor universe to a focused list of compatible prospects.
Real-time updates to firm and contact information help users operate with current and reliable intelligence, while portfolio holdings are refreshed quarterly using 13F filings. Advanced filtering allows users to segment family offices by geography, assets under management, sector and industry focus, real estate exposure, target investment size, preferred deal structure, portfolio company, contact name, and professional role. Multiple criteria can be combined for more precise targeting, and selected results can be downloaded for use within existing outreach and CRM workflows.
Firm Intelligence
Review family office type, description, size, service offering, official website, location, and other organizational information.
Detailed Investment Profiles
Assess strategic fit using AUM, sector and industry preferences, target investment size, preferred deal structures, and real estate exposure.
Portfolio Insights
Track current holdings, past investments, portfolio companies, and quarterly 13F filing data to identify relevant themes and investment activity.
Advanced Filtering
Combine multiple criteria—including geography, AUM, sector, industry, real estate exposure, investment size, deal structure, portfolio company, and professional role—to identify the most relevant prospects.
Verified Contact Data
Access key decision makers by name and role, supported by direct email addresses, phone numbers, LinkedIn profiles, and company contact information.
| User Type | Use Case |
|---|---|
| Public Companies and Corporate IR Teams | Target relevant family offices for investor outreach and roadshows. |
| Investor Relations Agencies and Advisory Teams | Build targeted investor lists across client campaigns. |
| Sell-Side Institutions and Investment Banks | Support corporate access, investor mapping, and roadshow planning. |
| Private Equity and Venture Capital Funds | Identify potential LPs, co-investors, and capital partners. |
| Hedge Funds, Private Credit, and Asset Managers | Identify allocators aligned with strategy and mandate. |
| Real Estate Investment Firms | Target investors by property focus, geography, and deal preferences. |
