Simpli-FI Money · Institutional intelligence

Public funds publish everything. Finding it in time is the whole problem.

Name: Mandate Desk
Brand: Simpli-FI Money
Price: 50000 USD

It lands in four thousand places: plan websites, board packets, regulator filings, annual reports nobody indexes. Mandate Desk is the public-records intelligence terminal that consolidates them into one screen. The national record of 4,687 plans, the filings behind them, and the provider relationships the record documents, each carrying its source, retrieval date, and confidence grade.

Including the gaps. We grade what we could not find, in the same screen as what we did.

Request the ten-minute walkthrough See the terminal

The Mandate Desk terminal: headline record, change wire, and the plan screener

The actual terminal · photographed 2026-07-28 · nothing mocked

4,687US public plans on record

$5.98^TReported assets mapped

36.4^MParticipants & beneficiaries

50^+DCStates & jurisdictions

Verified by full-frame scan dated 2026-07-13 · 3× Dakota Marketplace’s published US public-plan coverage (their count: 1,497) · coverage graded per state, never overstated

01The problem

The funds are public. The picture isn’t.

Everything a public plan does is on the record, scattered across four thousand websites, board packets, and regulator PDFs. The teams that sell to public funds pay analysts to read it, conference fees to be near it, and still walk into the boardroom on last year’s picture.

Asset managers

You find out about the mandate when the RFP posts, with everyone else.

Texas plans already run on a statutory evaluation clock (§802.109). The desk computes those windows per plan: a documented basis for which opens next, before anything posts. Labeled computed, never promised.

Consultants & OCIOs

Your own book rebids on five-year clocks, and the first warning is a courtesy call.

Watch your territory with documented provider successions where the record holds them: which fund changed its consultant, evaluator, or actuary, in sequence, with the filings that prove it.

Legal · audit · actuarial

You buy a booth once a year to reach trustees who hire year-round.

The desk reads every board packet in its record so you walk in knowing who has a rebid coming, where the record documents it. It makes the conference budget work harder.

02The terminal

One screen. Every fact with its receipt.

Screen the universe. Open a fund’s dossier. Print the board brief. Export watermarked CSV to your CRM. Every row carries its source document, retrieval date, and confidence grade, including the honest answer “not located.” In a pay-to-play-regulated sale, a fact your CCO can trace to a primary document in one click is worth more than a tip.

A fund dossier: financial facts from the state regulator's own report, confidence grades, and the evaluation clock

The dossier: facts from the regulator’s filings, graded

Provider relationships with quoted evidence and source links, and the coverage panel that states gaps honestly

The receipts: every relationship quotes its document

Screen

The universe, filterable

Every plan by state, size, funded ratio, source, and confidence, with computed Texas evaluation windows rendered hot when they’re due.

Watch

The wire

Landing in gated stages: dated events as documents change, with new filings detected, provider relationships added, and successions surfaced, each clicking through to its source. Firms on the desk steer what gets watched first.

Prove

The brief & the export

A print-ready tearsheet for the boardroom, and watermarked CSV for the CRM. Provenance columns included; every download logged.

Request the ten-minute walkthrough Your states, your funds, your competitors’ mandates

03Thirty seconds

Watch the desk work.

04The arithmetic

Priced against the stakes, not the software budget.

For managers

One more at-bat: public funds rebid on documented clocks, and the desk computes those windows per plan from statute and filings on record. Knowing which window opens next, before anything posts, is the whole case. (Windows are computed from filings and labeled computed, never promised.)

For consultants

$40k–$127k per year: public-record consulting retainers, rebid on roughly five-year clocks, and 96% of US public funds employ a general consultant. Every year a slice of the whole market is quietly in motion. One client won, or saved, covers years of the desk.

Either way

Half an analyst’s year, returned: the desk reads the board packets across a two-hundred-plan territory and cites every fact, so your people sell instead of searching. (Staff-time figure is an estimate.)

The conference test

A single conference cycle runs $25k–$50k all-in (estimate) for a few hundred attendees, once a year. The desk covers 4,687 funds, year-round, and makes that same conference budget work harder, because you arrive knowing who has a window opening.

Log scale · 1 279 records on file Texas flagship · 91 plans with sourced financials

Tile tooltips need a pointer, so the range is stated here: the palest tile is 1 staged record (HI), the deepest is 279 (MN), and Texas, ringed, holds 119.

Plate I · Coverage · tile depth is staged records per jurisdiction · 2,020 of the 4,687 on the national record carry per-plan detail · corpus 2026-07-29

Three rungs. One published price.

Rungs differ on three things: how many seats the license covers, whether watchlists and change alerting are included, and how far up the re-check order your named funds sit. Breadth is not one of them. The same golden source sits under all three, so tiers are scoped views, never separate databases that drift apart.

Rung one

The Record

Priced in conversation

ScopeThe full national record: 4,687 plans across all 50 states and DC.
FreshnessVerified through the published scan date, then refreshed as each source files on its own statutory calendar.
You holdScreener across the universe, plan dossiers with per-field provenance, watermarked CSV export with the download logged.
Not includedWatchlists and change alerting.

Rung two

The Watch

Ships in gated stages

Priced in conversation

ScopeEverything in rung one, plus a watchlist of the funds your book actually turns on.
FreshnessDesign target, not an operating cadence. The intent for this rung is that watched funds are re-checked on a published checking interval, as often as each source supports, while everything else stays on the filing calendar. No part of the desk runs on a schedule today: collection is operator-started, and every figure carries the date it was collected.
You holdComputed evaluation clocks and documented provider successions where the record holds them, each clicking through to its filing. Design target, ships in gated stages: the change wire for your watched funds.
Why it is priced this wayWatching a fund moves it up the collection order. Your list steers what gets checked most often, so the rung is scoped by attention, not by geography.

Rung three · Series 2026

Flagship firm license

$25,000 / YEAR · FOUNDING RATE

List price $50,000 a year. The founding rate is open to the first ten firms and holds for three years from signing.

ScopeNational, unlimited seats, the whole firm. Every state, every universe we cover, everything the desk ships at that scope.
FreshnessDesign target, not an operating cadence. The whole record at the shortest checking interval each source supports, with the change wire across every state rather than a chosen list once the wire ships in gated stages.
You holdEverything above, the quarterly coverage and accuracy report, and Simpli-FI ID Enterprise for your whole team.
RenewalsThe sticker is the quote. No per-seat math, no module creep.

Need something specific watched? Name the funds, the providers, or the filing types that matter to your book and we will scope the collection to them. Custom engagements are quoted against what it costs to watch that ground properly.

Freshness targets are the standard the desk is built to and contractually offered at general availability, not a record of past performance. The watchlist and alerting rungs ship in gated stages with counsel and review sign-off; founding partners steer the order. Comparing? Dakota’s published pricing is $16,500 for the first seat plus $1,000 per additional seat, and most of the category will not publish a price at all. Exports are watermarked and every download is logged. Derived figures are labeled computed. An aggregate whose integrity is in doubt renders as a hold, never as a number.

Talk to the desk

05The walkthrough

Ten minutes. Your territory. The sourced record.

Tell us who you cover and we’ll walk the desk on your ground: your states, your funds, your competitors’ mandates. You pull every receipt yourself.

Prefer email? hunter.lott@simpli-fi-money.com

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Recorded in the desk’s lead book, readable only by us. No list, no drip. A person reads it and replies; no automatic confirmation is sent.

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Public records only · Watermarked exports · Zero uncited facts

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