Which independent sponsors a law firm, bank, accountant or capital provider should call, and why now
who_should_provider_callThe independent sponsor call list (rule isi-pcall-1, XV1 2026-10-02): one row per role family, trigger and sponsor over census-verified sponsor deals. Triggers are facts: recent_deal_role_not_on_record (a deal in the last 180 days with no firm in this role on record), repeat_acquirer (2 or more deals in 12 months), provider_change (the sponsor's latest deal used a different sponsor-side firm), first_time_sponsor (first observed deal in 12 months). Each row names the incumbent sponsor-side firm(s) or says none is on record, and up to three people at the sponsor with the CLASS of contact DFX holds (never a contact value). Give provider (a dfx:isi: id or name) to get that firm's own list: its role families, sponsors it does not already serve, ranked by sector and state match with its own deals. 'Not on record' never means the sponsor needs one. total is the full count before the limit. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in entitlement and locked. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | ||
| state | No | Two-letter state of the deal's target. | |
| trigger | No | ||
| provider | No | Provider name or dfx:isi:<uuid>; omit to list the whole call list. | |
| role_family | No |