Platform Guide

Polarity IQ is a comprehensive database of family offices. The platform enables you to search, filter, and export contact information for key decision makers for fundraising, deal sourcing, and investor relations.

The dashboard features a powerful three-panel layout designed for efficient searching and browsing of family office data.

• Left Panel: Investor TypesSelect the category of investors you want to search. Currently shows "Family Office" as the active type.
• Middle Panel: FiltersThe core of the search system. Enter your criteria here and click Search to find matching results. Toggle between two views:

  • FO Decision Makers: Search for individual contacts (decision-makers, executives, partners) at family offices.
  • FO Entities: Search for family office organizations by name, location, sectors, and more.
• Right Panel: ResultsBrowse your search results as cards. Paginated at 20 per page with selection capabilities.

Filters are the heart of the search system. Understanding how they combine will help you find exactly what you're looking for.

Comma-Separated Values (OR Logic)

Within a single filter field, you can enter multiple values separated by commas. This creates an OR condition. Results will match any of the values you enter.

Multiple Filters (AND Logic)

When you use multiple filter fields together, they combine with AND logic. Results must match all active filters simultaneously.

Search results are displayed as contact cards. Each card shows the contact's name (first name visible, last name blurred), job title, and FO Entity affiliation.

Blurred vs. Revealed Data

Some contact information is hidden by default. Blurred fields include: last name, email addresses, phone numbers, and LinkedIn profile URLs. To see this information, click the Reveal button (uses one token).

Email Quality Indicators

• A+ High QualityVerified email address. Very likely to deliver successfully.
• A Good QualityReliable email address. Likely to deliver.
• B Standard QualityUnverified email. May need additional verification.

Tokens are the currency used to reveal contact information. Your token balance is always visible in the Filters panel.

How Tokens Work

• 1 Token = 1 Contact RevealEach time you reveal a contact, one token is deducted from your balance.
• Permanent AccessOnce revealed, contacts stay unlocked forever. No need to reveal twice.
• Subscription AllocationTokens are included with your subscription plan. Higher tiers include more tokens.

The Find Decision Makers feature lets you discover contacts at specific family offices. Start with FO Entities, then find the right FO Decision Makers.

How It Works

1. Switch to FO Entities view: Use the toggle at the top of the Filters panel to switch from FO Decision Makers to FO Entities.
2. Apply filters: Use location, investment sectors, or name filters to find your target family offices.
3. Select FO Entities: Click on individual FO Entities to select them, or use bulk selection.
4. Click "Find Decision Makers": This button appears when FO Entities are selected.
5. View filtered contacts: The system automatically switches to FO Decision Makers view, pre-filtered to show only contacts at your selected family offices.

Export your revealed contacts as a CSV file for use in your CRM, email marketing tools, or spreadsheets.

How to Export

1. Select the contacts you want to export (they must be revealed first).
2. Click the "Export selected" button in the header area.
3. Confirm the export in the modal dialog that appears.
4. Your CSV file downloads automatically to your computer.

CSV Contents

• Family Office DetailsFO Entity name, investment thesis, sectors, and domain.
• Contact InformationFull name, job title, and location.
• LinkedIn ProfilesPersonal LinkedIn URL and organization LinkedIn URL (when available).
• Email AddressesPrimary and secondary emails with quality ratings.
• Phone NumbersDirect phone numbers when available.

Save frequently used filter combinations as named searches for quick access in future sessions.

Saving a Search

1. Set up your desired filters and run a search to verify the results.
2. Click the "Save" button in the Filters panel.
3. Enter a descriptive name (e.g., "US Tech CEOs" or "European Real Estate").
4. Click Save. Your search is now stored for future use.