Conduct In-Depth Research on Funds and Firms
Pulls together everything Joe holds on a given fund or GP into one research view, named performance history, the document repository (consultant reviews, pension documents, fund presentations, and more), and full GP profiles with contact information and investment style detail.
Why it matters
A performance number alone rarely answers a real research question. Cross-referencing that number against the underlying documents backing it up, and against who to actually reach at the firm, turns a data point into a complete research file without having to piece it together from separate sources.
See it in practice
Pull a GP’s profile to confirm investment style, strategy focus, and key contacts, then pull the associated documents — a consultant review, a pension’s due diligence notes, and the fund’s own presentation deck — alongside its named performance history, to build a full picture of the fund before a first outreach call.
Powered by the same connected dataset
Every Joe use case, including this one, draws on the same underlying data, nothing here is a siloed feature.
Explore other Joe use cases.
Put this use case to work.
Get access to Joe and run this workflow on live, named fund and GP data.