Weekly checkpoint on the MARS substrate. tl;dr: the substrate is deep on identity, activity, and SEC filings; thin on descriptive company facts PitchBook leads with (long-form description at 3.2%, founded_year / employee_count still missing as columns); uneven on person depth (32.8% of persons have a bio, only 2.8% have structured work history). Filling the P0 gaps below moves the needle for pilots in both the mid-market PE and family-office segments.
286,113 canonical companies. Identity fields (name, CIK, city/state) are well-covered thanks to SEC ingest + Atlas backfills. Two gaps that matter: (1) description at 3.2% — over 96% of companies have no long-form description; (2) PitchBook-standard fields founded_year, employee_count, website, hq_lat_lng, business_status are not columns in companies_v2 at all.
| Field | Why it matters | Fix path |
|---|---|---|
| founded_year | Every PB profile leads with it; screening filter for "companies founded 2020+" | Atlas CIK profile has it; SEC Form D has it; add column + backfill |
| employee_count | Most-referenced sizing field; family offices use it as sanity check | LinkedIn Company API (paid); derive from bios corpus |
| website | primary_domain covers most of the need at 22.1% | Explicit column low priority |
| hq_lat_lng | Geographic filtering | Free geocode from city + state; no external cost |
| business_status | Active / Acquired / Wound Down / Public | Derivable from existing signals |
Persons graph is huge and growing. Coverage is thin where it matters most: only 32.8% of persons have a bio, and structured work history is at 2.8% — far below what a family-office analyst asking "who at these RIA firms went to Wharton" would need.
| Signal | Persons covered | % of graph | State |
|---|---|---|---|
| Has a name | 1.38M | 97.4% | strong |
| Has a bio | 464.2K | 32.8% | partial |
| CIK (SEC-anchored) | 211.2K | 14.9% | partial |
| Structured education | 42.0K | 3.0% | thin |
| Structured work history | 39.6K | 2.8% | thin |
| LinkedIn URL | 45.4K | 3.2% | thin |
| CRD (RIA rep) | 14.2K | 1.0% | thin |
Best-shape entity in the graph for its size. 51.0% carry the CRD strong-ID; 22.4% have real RAUM figures from ADV. Descriptive fields (country, founded_year) still at 0%.
Funding deals (79,096) — 100.0% amount, 99.3% date, 100.0% deal_kind. 42.3% linked to a Form D. Investor bridge on 50.8%.
| Field | Coverage | Δ vs prior |
|---|---|---|
| funding — amount / date / kind / tier | ~100% | |
| funding: SEC Form D linkage | 42.3% | |
| funding: canonical investor bridge | 50.8% | |
| funding: valuations (pre + post) | 0.0% / 0.0% | |
| funding: article provenance bridge | 65.4% |
M&A deals (36,676):
| Field | Coverage | Δ vs prior |
|---|---|---|
| acquirer + target resolved | 100.0% | |
| integrity_tier assigned | 100.0% | |
| announcement_date | 96.0% | |
| deal_value_usd (headline value) | 23.0% | |
| close_date | 17.7% | |
| upfront + max (milestone split) | 0.0% / 0.0% |
| Table | Rows | Δ vs prior | Fresh through |
|---|---|---|---|
| form_4_transactions_v2 | 11.22M | 2026-07-17 | |
| form_d_filings_v2 | 765.1K | 2026-07-17 | |
| form_d_officers_v2 | 1.42M | — | |
| form_144_v2 | 115.3K | 2026-07-18 | |
| schedule_13g_v2 | 13.8K | — | |
| schedule_13d_v2 | 2.8K | — |
| Vertical | Rows | Δ vs prior | Fresh through | State |
|---|---|---|---|---|
| bios | 527.9K | 2026-07-15 | LIVE | |
| reit (real estate) | 19.2K | 2026-07-18 | LIVE | |
| private_credit | 94.3K | 2026-07-18 | LIVE | |
| flare (thermal assets) | 16.1K | 2026-07-17 | P1 done | |
| flare observations (P2) | 0 | — | pending | |
| prospects (scoring) | 180.7K | 2026-07-17 | scoring live |