Bio, work history & contact info
The About card carries a cited bio, education, and career history — the story behind the balance sheet. This article also covers relationships, contact info, and your firm's notes.
The About card carries a cited bio, education, and career history — the story behind the balance sheet. This article also covers relationships, contact info, and your firm's notes.
This article covers the identity half of a profile: the About card's bio, education, and career history, then Relationships, Contact Info, and your firm's Notes. It's your meeting prep — what they've done, who they do it with, and how to reach them.
Below is the real About card, filled in for Eric Schmidt. Expand the work history, and click any citation to open its source:
The work history is usually the clearest account of where the money came from — founder equity, a partner track, an exit and the year it happened. Read it next to the Net Worth card and the two tend to explain each other.
Employers and schools are links. Clicking one opens that organization's own page, which lists everyone else we have there — a fast way to turn one good name into a dozen.
The About card's header has a button, which re-researches the person and posts a summary of what changed.
Relationships is the second card on the page, and it's grouped three ways: Family Members, Work Associates, and General Associates. Each entry carries a citation, and anyone with their own profile links straight to it.
This card is the person's own relationships. It's not the blue Connections banner at the top, which is the subset of people your team can reach — see Connections & similar people for that.
Open the spouse's profile before you decide anything. Wealth is held at the household level far more often than it's held under one name — trusts, jointly deeded property, and a second career's equity all tend to sit on the other profile.
Scroll to the Contact Info card and click the button. You'll see emails, phone numbers, and a mailing address, each with a one-click copy button. Known addresses sit just below, and any of them can jump you to the matching property in the assets table.
A blue badge next to an email or phone means an external provider verified it — hover the badge to see when. Prioritize verified entries for outreach, and follow your firm's own contact policy from there.
Export to get contact info in bulk. If you need contact details for a whole prospect list, export the list or your search results to a spreadsheet instead of revealing profiles one at a time.
Use the Notes card for what the data can't tell anyone else: what was said on the call, what they're actually looking for, who introduced you. Notes are visible to everyone at your firm, and you can edit or delete any note at any time.
Example: a discovery call turns up that a prospect is waiting on a lockup to expire. Leave a note with the date, and the next person at your firm who opens the profile knows exactly when to call.
Everyone your team has written a note about is gathered automatically into a list on the page, so the people you've actually talked to are never more than a click away.
Next is the card most people open a profile for: Net Worth — the estimate, why it's a range, and how much of it is actually liquid.