investor-sourcinglisted

# 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 1. Define the raise: amount, structure (LP equity, JV, preferred, debt), deal profile, market. 2. 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. 3. 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). 4. Rank by fit to this deal and to the firm's profile. 5. Output: a **target list** with profiles, fit rationale, and suggested approach. Save to t