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Use case

Sharpen your thesis with primary-source data

Screen ownership, financials, IP and growth signals. Spot newly emerging companies and breakout opportunities before they become obvious.

How the work runs

  1. 01

    Turn the thesis into a longlist

    Describe the market you are underwriting and the platform builds the list, segmented by business function, each result carrying the snippet it matched on. Where the mandate calls for the full population instead, browse the vertical unranked on NACE / UK SIC and US SIC.

    AI company search · Browse a vertical
  2. 02

    Confirm the entity before anything is written down

    Subsidiaries and near-identical names are surfaced next to each other, so an investment memo is not built on a trading subsidiary when the target is the holding company, or the other way round.

    Similarly named companies
  3. 03

    Screen ownership and the numbers

    The heaviest layer in the profile splits into sub-views so a quick screen and full diligence do not obstruct each other: company details and legal status, financials year by year including turnover, headcount and margin, the corporate tree above and below the company, named shareholders with the size of their holdings, and a risk overview with an overall risk level.

    Ownership, financials & risk
  4. 04

    Test the technical story

    Where the thesis rests on technology, patents and publications attached to the company show filings over time, the offices they were filed at and citations. That shows whether the capability is filed or only claimed.

    Innovation portfolio
  5. 05

    Read momentum, then keep watching

    Monitored events separate investments raised, partnerships, contracts and licensing, R&D and awards. Track the company from its profile and those signals keep arriving after the deal closes, which is when a shortlist normally goes stale.

    Growth signals · Tracking

What you work with

Thesis-led sourcing

Describe the market you are underwriting and get the companies in it, with the evidence behind each match.

Entity resolution

Similarly named companies and subsidiaries surfaced side by side, so the work attaches to the right record.

Ownership and shareholders

The corporate tree above and below the company, plus named shareholders and the size of their holdings.

Reported financials

Figures year by year, including turnover, headcount and margin, alongside a risk overview with an overall risk level.

Patent and publication record

Filings over time, filing offices and citations, for testing a technical claim against what has actually been filed.

Post-close monitoring

Track a company and new signals arrive in your inbox, so a position does not have to be re-researched to stay current.

See it against your own question

Bring a market, a list or a counterparty you are already working on, and we will run it through the platform on the call.

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