Docket

A 2026 guide to private equity origination stages, from target identification through deal-team handoff, with entry and exit criteria, event-ledger fields, denominator rules, and a fictional cohort dashboard.

A 2026 PE origination protocol for matching the correct RIA record, decoding Form ADV Schedules A, B, and C, reconciling state registries, and documenting ownership uncertainty.

A 2026 protocol for joining EPA FRS facilities to OSHA inspection establishments in acquisition maps, with a source-field crosswalk, match rules, fictional examples, and a reconciliation worksheet.

A 2026 guide for PE research teams tracking entity continuity through name amendments, conversions, mergers, and brand transfers, with an event ledger, decision tree, and duplicate-quality metrics.

A 2026 operating guide to re-screening acquisition targets after a mandate change, with version rules, impact analysis, a 500-record transition ledger, and comparability checks.

A 2026 PE research guide to source yield, list overlap, Chapman sensitivity estimates, identity matching, and a cost-aware stopping rule when no defensible firm-count denominator exists.

A 2026 field guide for matching SAM.gov entities to USAspending recipients and awards using UEIs, legal names, parent profiles, dated evidence, and deduplicated obligation calculations.

A 2026 private equity guide to business entity status meaning, with state definitions, a status crosswalk, decision tree, contradiction log, and a review-rate formula for target screening.

A 2026 decision guide for private equity teams comparing internal build, purchased software, managed research, and hybrid delivery through five-year cost, evidence portability, and a controlled pilot.

A 2026 field guide to LEI Level 2 parent verification, covering accounting-consolidation scope, validation fields, exception codes, freshness calculations, and escalation evidence.

A 2026 protocol for mapping SIC to NAICS without changing a private equity mandate, with vintage controls, ambiguity rules, an audit-workbook schema, and coverage calculations.

A 2026 guide to estimating private-company headcount from Form 5500 active participants, with field definitions, filing-lag controls, a reconciliation worksheet, and pass, fail, or pending tests.

A 2026 field-ownership guide for private equity origination, covering authoritative systems, event contracts, reconciliation metrics, and vendor-exit tests.

A 2026 audit sampling worksheet for target-research batches, with exact zero-defect sample sizes, acceptance numbers, field-risk controls, and accept, expand, remediate, or reject rules.

A 2026 evidence protocol for verifying PE ownership using entity resolution, closing records, sponsor portfolios, transaction chains, and five decision statuses.

A 2026 PE origination guide to UCC lien searches, covering filing-office choice, debtor-name variants, filing lifecycle, triage logic, and a reproducible evidence worksheet.

A 2026 evidence-based guide to domestic and foreign registrations, canonical entity keys, filing-image review, and cross-state deduplication metrics.

A 2026 field guide to resolving a brand, DBA, trademark, domain, or storefront to the correct legal entity, with official registry links, a crosswalk template, and review rules.

A 2026 field-level guide to acquisition target research freshness, including four timestamp definitions, an eight-field SLA matrix, event triggers, and a review-load model.

A 2026 guide to verifying employee ownership with Form 5500, including codes 2O, 2P and 2Q, entity matching, percentage evidence and PE screening rules.

A 2026 evidence matrix for all 50 states and DC, with role definitions, filing-image access, a confidence rubric, and a due diligence workflow for LLC ownership research.