This is a participation guide, not an application form. Create an account to save your interests, or explore the Library. Registration does not grant special access.
Form preview only. These fields do not submit an application.
Accredited-investor gate under Rule 506(c). The KYC side-panel collects entity type and accreditation basis before the inquiry is accepted, and the library only opens restricted works after the desk authorises.
Individual / joint
Single family office
Multi-family office
Foundation / endowment
Donor-advised fund
Trust
LLC / LP
Pension / insurance
Sovereign wealth
Advisor / RIA
Bank / private bank
Corporate treasury
CDFI / catalytic
Other
incomeIncome basis
networthNet-worth basis
licensedLicensed (Series 7 / 65 / 82)
entityEntity / institutional
knowledgeableKnowledgeable employee
unsureNot yet sure
std-capital
name
email
org
role
note
orgType
qualify
kycAgreed
No door-specific fields. Capital adds the KYC side-panel instead — entity type and accreditation basis.
13 listed
Family office
UHNW / accredited individual
Foundation / endowment
DAF holder
Impact fund / fund-of-funds
Institutional (pension / insurance)
Sovereign wealth
Advisor / RIA
Private bank
Corporate treasury
CDFI
Catalytic / grant-grade
Other
familyFamily office
uhnwUHNW / accredited individual
institutionalInstitutional (pension / insurance)
foundationFoundation / endowment
impactImpact fund / fund-of-funds
sovereignSovereign wealth
intake type investormodel investor-data-roomflow investor-intake
authenticate
→
capture
→
qualification
→
access
→
follow-up
Investor Intake — investor qualification, data-room routing, and follow-up workflow.
6 of 9 rows
DAF Holders / Catalytic Capital$326B in DAFs, median payout 3.1%, ACE Act pressure, IRS scrutinyname carries "DAF Holders" and "Catalytic" — both are capital roles: "DAF holder" (doors.tsx:76) and "Catalytic / grant-grade" (doors.tsx:84).
Family OfficesSingle and multi-family offices, $100M+ AUM, 42-54% alternatives allocation"Family Offices" = capital role "Family office" (doors.tsx:73), also archetypeMap.family (doors.tsx:89).
Impact Funds & ESG AllocatorsImpact-first and ESG-integrated fund managers, $1.571T market"Impact Funds" = capital role "Impact fund / fund-of-funds" (doors.tsx:77), also archetypeMap.impact (doors.tsx:93). "ESG Allocators" has no door label and adds nothing.
Institutional InvestorsEndowments, pension-adjacent, insurance — fiduciary duty meets regulatory pressure"Institutional" = capital role "Institutional (pension / insurance)" (doors.tsx:78), also archetypeMap.institutional (doors.tsx:91).
UHNW IndividualsUltra-high-net-worth individuals, $30M+ liquid, legacy and tax optimization focused"UHNW" = capital role "UHNW / accredited individual" (doors.tsx:74), also archetypeMap.uhnw (doors.tsx:90).
CDFIs & Mission LendersCommunity Development Financial Institutions and mission-driven lenders"CDFIs" = capital role "CDFI" (doors.tsx:83).
2 rows
Shown on every door, never dropped. A row maps only when its name carries a label that appears in a door's role list or archetype map. Resemblance is not a match — these rows need a decision, not a guess.
RCCS & Credit Market OrgsCarbon/biodiversity credit bodies, regen ag networks, ecosystem service market buildersUNMAPPED. No door names RCCS, a credit body, or a market builder. Nearest labels are regen's "Verifier (VVB) / auditor" and "Methodology developer" (doors.tsx:119-120) and projects' "Off-taker / buyer of outcomes" (doors.tsx:215) — two different doors, neither a label match. Needs a decision, not a guess.
Regen Ag Funds & Farmland InvestorsRegenerative agriculture funds, farmland investment funds, and food systems impact investorsUNMAPPED. No door label contains "farmland", "ag fund" or an investor-by-sector role. The bare token "Regen" matches the DoorKey `regen`, but that door's roles are operators — "Rancher / farmer" (doors.tsx:108) — not the funds and farmland investors this row describes. Matching on the key alone would be a false friend.
Restricted works behind the four-step access flow — request, verify, authorise, read. The Executive Summary opens first; term sheets and financial exhibits follow once the desk authorises.