Launching Q2 2026

Sleeker. Smarter.
Faster Institutional Intelligence.

Track what institutions say vs. what they actually do. Dolphin Tracker surfaces divergence signals across capital allocators before the market moves.

You're in the pod. We'll be in touch.

The Core Signal

Say vs. Do Analysis

Every briefing compares an allocator's public statements against their actual SEC filings and capital moves. Divergence = opportunity.

🏢 Major REIT CEO — Q4 Earnings Call Divergence
What They Say
"We remain deeply committed to our data center portfolio and see enormous long-term value in digital infrastructure."
Source: Q4 2025 Earnings Call Transcript
What They Do
Filed 13F showing 40% reduction in data center REIT positions. Simultaneously increased residential REIT allocation by $380M over two quarters.
Source: SEC Form 13F — Filed Feb 14, 2026
Dolphin Signal: SAY ≠ DO — Public commitment contradicts capital rotation
The Dolphin Lexicon

A New Language for Capital Intelligence

Forget "whale watching." Dolphins are smarter, faster, and hunt in pods. We built the vocabulary to match.

🐬
Noun
Dolphin
A capital allocator whose public statements can be cross-referenced against verifiable actions — SEC filings, fund flows, and market data.
📡
Signal
Dolphin Signal
A detected say-vs-do divergence. Like sonar, it reveals what's beneath the surface narrative before consensus catches up.
🔄
Convergence Event
Dolphin Pod
When 3+ allocators independently converge on the same position — detected through filing patterns, not public statements.
⚡
Premium Tier
Dolphin Alpha
Real-time alerts when divergence signals fire. Institutional-grade intelligence delivered to your terminal before consensus forms.
🔍
Methodology
Echolocation
Our proprietary say-vs-do analysis framework. Public statement + source date vs. contradicting action + filing date. Four data points. Every signal.
🎯
Metric
Pod Score
Composite scoring across signal-to-noise, say-vs-do execution, data integrity, and convergence detection. 8.0+ to publish. No exceptions.
Coverage

Multi-Vertical Tracking

112+ capital allocators across 7 panels. Every signal cross-referenced against SEC filings, FRED data, and live market feeds.

🏢
Real Estate
15 RE allocators — institutional PE, REITs, operators
⛏️
Mining & Crypto
On-chain flows + mining exec statements vs. positions
🏛️
Private Equity
GP/LP capital deployment vs. fundraising narratives
📊
Macro
Fed officials + macro allocators say-vs-do tracking
🏦
Fed Policy
FOMC rhetoric vs. actual policy actions + FRED data
🔀
Cross-Panel
Pod detection when allocators converge across verticals
Intelligence Network

Part of the Convergence Ecosystem

Dolphin Tracker is the signal layer for The Convergence Report — institutional intelligence built on real data, not narratives.

theconvergence.report

Multi-vertical intelligence briefings

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convergencere.report

Real estate capital allocator tracking

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dolphintracker.com

Live say-vs-do signal platform

The Pod Is Forming

Be First to Detect the Signal

Early access members get founding rates on Dolphin Alpha and direct input on which allocators we track.

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