Institutional Intake

Access starts with a
qualified introduction.

Complete the intake below. ORM reviews every submission individually. All requests are evaluated for mandate alignment, not company size. You'll hear from us within 5 business days.

Tier 1 · Subscriber
Intelligence + Research

Full rankings table, heat map detail, and complete Capital Series archive. Quarterly report delivery.

For funds, family offices, and strategy teams
Tier 2 · Advisory
Subscriber + Direct Engagement

All subscriber access plus site-specific CEH scoring, IC memo support, and direct advisory channel.

For developers and active-deal capital
Tier 3 · JV / Co-Invest
Advisory + Capital Partnership

Full advisory engagement plus co-investment evaluation. Bilateral NDA required. Evaluated case-by-case.

For co-GP, preferred equity, and JV structures
01 · Your Information
02 · Organization
03 · Access Level Requested
04 · Context
05 · Confirm

Submitted information is used solely to evaluate access qualification. ORM does not share or sell contact data.

What happens next
Day 0
Intake submitted

You receive an automatic confirmation. Your submission enters ORM's review queue.

Days 1–5
ORM review

We evaluate for mandate alignment, market focus, and engagement capacity. You receive a direct response from the research team.

Week 2
Scoping call (if aligned)

45-minute call to establish scope and structure. NDA executed before this conversation.

Week 3
Subscriber access or engagement letter

Subscriber credentials issued, or engagement letter signed. Work begins.

Common questions
Do I need a specific fund size to qualify?
No minimum. ORM evaluates mandate alignment, not AUM. A $300M fund with a clear AI infrastructure thesis qualifies. A $2B generalist fund without one does not.
Is this free or paid?
Subscriber access is on a retainer basis. Advisory engagements have separate fee structures scoped per engagement. One open-access report is available at no cost.
What if I'm not sure which tier I need?
Select your best guess and explain your situation in the context field. ORM will help clarify which path fits during the review or scoping call.
I have a specific site — can ORM score it?
Yes — under developer advisory or investor advisory engagement. Site names are not shared until NDA is in place. Describe the general market or asset type in your intake.