Getting started with Investors

Get the full insight into Investors: track fundraising, strategies, capital and people

We provide you with complete insight and access into thousands of Investors and their portfolios at your fingertips.

By building both a bottom-up (company to ownership) and top-down (funds to capital activity) view, we provide you with insight into the complete investment lifecycle.

This means you can filter the Investors on our platform based on:

• Investor attributes: such as their HQ location or # of employees
• Fund activity: recent fundraising activity, live fund size and drypowder estimates
• Deal activity: sectors and tags invested in, volume of deals
• Portfolio activity: portfolio volume, typical portCo size and sector

From each of these views, you get complete connectivity to the rest of the platform, with detailed PortCo, Advisor or Sponsor profiles available with a couple of clicks.

You can even go one step deeper and search for specific strategies or funds based on their size, vintage, strategy, as well as identifying relevant portfolio companies.

Our Investor summary pages provide you with a complete snapshot into the Investor, covering key strategies, fundraising, deal and headcount activity alongside insights into the make-up of the portfolio and typical ownership stakes.

All of this is supported by detailed tabs that provide you with the capability to:

• Dive into the portfolio, and filter on all relevant company characteristics
• Track fundraising activity, strategy and performance over time and funds
• Carry out detailed, but fully flexible portfolio performance benchmarking
• Track M&A activity intelligently across platform deals vs add-on activity
• Understand and contact key Investor representatives
• Track the Advisors who support them

Similar to our company profiles, you can export this information to PDF or Excel for multiple Investor profiles as well as for individual Investors’ portfolios

What's next?

Getting started with Advisors