AdvizorPro, a wealth management and financial adviser intelligence platform, has announced new private placement data for sponsors and issuers raising capital through private offerings. These include REITs, Delaware statutory trusts and 1031 exchanges, opportunity zones, private equity, private credit, and oil and gas. The data show 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
