Nine doors
The canonical engagement doors from packages/inquiry-widget/src/doors.tsx. Every reader who arrives at the library comes through one of them; the door sets the intake form, the routing flow, and what the catalogue leads with.
Capital folks
Family offices · UHNW / accredited individuals · foundations & endowments · DAF holders · impact funds & fund-of-funds · institutional (pension, insurance) · sovereign wealth · advisors / RIAs · private banks · corporate treasury · CDFIs · catalytic / grant-grade.
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
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.
Investor access →Rights & licensing →