Expert Guidance

When the question requires more than data.

Markets are complex. The answer isn't always sitting inside a database. Fontavis Expert Guidance connects private and digital market intelligence with specialist research support — helping investors and firms investigate opportunities, interpret market developments and go deeper into the questions that matter.

From targeted company or asset research to market mapping and manager analysis, access additional expertise across the entire private & digital market ecosystem.

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Specialist research support across Real Estate, Venture Capital, Private Credit and Digital Markets.

Research Question — “How does this compare with relevant peers?”
Research Scope
Research Brief
Relevant Findings
The Expertise Layer

Data can surface the signal. Expertise helps put it in context.

Private and digital markets rarely provide perfectly standardized information. Companies disclose differently, private funds report differently, property markets vary by geography, private-credit structures can be highly specific, and digital markets operate across different venues, networks and protocols.

Fontavis combines structured intelligence and investment research with specialist support designed to help users investigate the context surrounding complex investment questions.

One research workflow — from information to interpretation
01 — Market IntelligenceFind the data, entities and relationships.
02 — Investment ResearchUnderstand markets, sectors and investment themes.
03 — Expert GuidanceInvestigate questions requiring deeper analysis.
Ask Fontavis

Bring us the question behind the search.

A research question doesn't always fit neatly inside a filter. Fontavis Expert Guidance gives professional users a path to request deeper research around a company, property, borrower, manager, fund, digital asset, sector or market theme.

e.g. Which lenders are most active in lower middle-market healthcare?
Real EstateVenture CapitalPrivate CreditDigital MarketsCross-Market
Market ResearchCompany / Asset ResearchManager / Fund ResearchComparable AnalysisMarket MappingDue-Diligence ResearchCustom ResearchOther
Submit Research Request
Specialized Market Guidance

Different markets require different questions.

Real Estate

Go deeper into properties, markets and capital — property research, market and submarket analysis, transaction comparables, financing comparisons and market mapping.

"How does this property's financing compare with similar assets?"

Explore Real Estate →
Property researchMarket & submarket analysisTransaction comparablesOwnership researchFund & manager researchLender researchMaturity analysisMarket mapping

Venture Capital

Investigate companies, investors and emerging markets — competitive landscapes, investor mapping, sector analysis and valuation context.

"Which investors are increasing activity in AI infrastructure?"

Explore Venture Capital →
Company researchCompetitive landscapesInvestor mappingSector analysisValuation contextManager & fund researchEmerging technology research

Private Credit

Add deeper context to borrower and deal research — deal comparables, covenant analysis, sponsor analysis and portfolio research.

"How does this facility's spread compare with similar sponsor-backed credits?"

Explore Private Credit →
Borrower researchDeal comparablesCovenant analysisLender researchSponsor analysisMaturity analysisPortfolio researchMarket mapping

Digital Markets

Interpret markets that operate across assets, networks and venues — liquidity analysis, venue comparison and tokenization research.

"Where is liquidity for this asset concentrated?"

Explore Digital Markets →
Asset researchProtocol researchNetwork comparisonLiquidity analysisVenue comparisonStablecoin researchTokenization researchCross-market research
Custom Research

Research built around your question.

Not every investment question belongs in an existing report. Where available, Fontavis research specialists can conduct targeted research around specific markets, sectors, companies, managers, assets or investment themes.

Market Landscape

Build a structured view of a market, sector or investment theme.

Company / Asset Research

Investigate an individual company, property, borrower or digital asset in greater depth.

Manager & Fund Research

Analyze a manager, strategy, fund history and relevant underlying investment activity.

Comparable Research

Identify and evaluate relevant companies, properties, transactions, facilities or funds.

Investor Mapping

Research investors based on market interests, strategy and historical activity.

Thematic Research

Investigate structural investment themes spanning one or multiple markets.

Illustrative research brief
Research QuestionWhich lenders are most active in lower middle-market healthcare?
ScopeNorth America · Healthcare Services · $10M–$50M facility size
Markets CoveredPrivate Credit
Key Findings12 active lenders identified; regional banks lead deal count, credit funds lead facility size
Related IntelligenceBorrowers, lenders, facilities, managers
SourcesRegulatory filings, fund disclosures, Fontavis research
Due Diligence

Go deeper before forming a view.

Fontavis Expert Guidance can support the research component of due diligence by helping users organize and investigate information surrounding an opportunity. This is due-diligence research support, not legal, tax, accounting or regulatory diligence.

Company backgroundMarket positionCompetitive landscapeOwnershipFinancing historyManager historyComparable transactionsCredit structureRelevant investment risks

Venture Opportunity

CompanyFoundersFundingInvestorsCompetitorsMarket

Real Estate Opportunity

PropertyOwnerTransactionsFinancingComparablesMarket

Private Credit Opportunity

BorrowerSponsorFacilitiesLendersTermsComparable credits

Digital Market Opportunity

AssetNetworkProtocolLiquidityVenuesMarket structure
Market Mapping

Understand the landscape around an opportunity.

Fontavis specialists can help structure complex markets into a clearer research universe — identifying key companies, participants, managers, funds, investors, lenders and relevant relationships.

Venture CompaniesInvestorsData CentersInfrastructurePrivate CreditReal Estate

Example — AI Infrastructure as a market map connecting the participants, capital and infrastructure around a single theme.

Manager Intelligence

Understand more than the fund headline.

Fontavis Expert Guidance can help users investigate managers and funds within the context of their markets — strategy, fund history, portfolio construction, deployment and market positioning.

Investment strategyFund & vintage historyPortfolio constructionSector & geographic exposureDeploymentFundraisingAvailable performance information

Particularly Relevant For

Institutional InvestorsAllocatorsFamily OfficesAdvisorsConsultants
Comparable Analysis

Put the subject in the right peer group.

The quality of a comparison depends on the quality of the peer group. Fontavis combines structured intelligence with research context to help users evaluate similarities and differences more carefully.

Real Estate

PropertiesTransactionsMarketsFunds

Venture Capital

CompaniesFinancing roundsValuationsExits

Private Credit

BorrowersFacilitiesPricingCovenantsManagers

Digital Markets

AssetsNetworksProtocolsLiquidity
Cross-Market Guidance

Follow investment themes across traditional boundaries.

Some research questions span multiple parts of the private and digital market ecosystem. Cross-market expertise helps users understand how a theme develops across different forms of capital, assets and technology.

Artificial Intelligence InfrastructureData CentersPrivate Credit GrowthDigital InfrastructureTokenizationBlockchain InfrastructureEnergy & PowerHousingInstitutional Digital Assets

Example — Tokenization

Private CreditReal EstateInvestment FundsAsset ManagersBlockchain NetworksDigital SecuritiesCustodyInvestors

Example — AI Infrastructure

Venture CompaniesSemiconductorsData CentersReal EstateEnergy InfrastructurePrivate FinancingInstitutional Investors
From Question to Research

A structured path to deeper insight.

01

Define the Question

Tell Fontavis what you're trying to understand.

02

Establish the Scope

Identify the relevant markets, entities, geographies and research requirements.

03

Investigate

Combine Fontavis intelligence, relevant research and specialist analysis.

04

Deliver the Context

Receive research designed around the original question, with relevant entities and supporting market context where available.

Expertise, Without Losing the Data

Move between specialist research and the underlying market.

Expert Guidance should not exist as an isolated consulting service — it reinforces the Fontavis platform. A research finding can connect back to companies, properties, funds, managers, investors, borrowers, facilities, digital assets, markets and research reports, and a Fontavis entity profile can lead users toward relevant research or expert support.

Entity / Market
Fontavis Intelligence
Fontavis Research
Expert Guidance
Connected FindingsReconnecting to the relevant entities.
Expert Research for Private & Digital Market Professionals

Who uses Fontavis Expert Guidance.

Fund Managers & GPs

Investigate markets, opportunities, competitors and investors.

Institutional Investors & Allocators

Support manager, fund and market research.

Venture Capital Firms

Investigate companies, sectors, investors and emerging technologies.

Private Credit Firms

Research borrowers, deals, lenders and credit markets.

Real Estate Investment Firms

Research assets, markets, financing and managers.

Digital Asset Firms

Investigate assets, liquidity, protocols and market structure.

Advisors & Wealth Managers

Access deeper research across private and digital markets.

Family Offices

Investigate opportunities and themes across complex alternative portfolios.

Research With Transparency

Understand the basis of the analysis.

Where applicable, Fontavis research distinguishes between source information, reported information, third-party information, calculated values, estimates and analyst interpretation. Research outputs identify relevant sources and methodology where appropriate, and estimates or analyst interpretation are not presented as verified facts.

Bring deeper context to your next question.

Combine Fontavis market intelligence, investment research and specialist support to investigate the companies, assets, managers and markets that matter to you.

Request a Demo

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