Leverage this search to identify chatter on companies discussing or seeking potential M&A

Search across all press releases to identify chatter on companies discussing or seeking potential M&A

Use the search summary to monitor which Companies, Industries & Geo's are seeing co. executive discussing potential M&A

Note: Apply a Watchlist, company or industry of interest to further refine

Leverage when looking at only public company earnings calls to identify where management is discussing potential M&A

Note: At the beginning of the search string, add your topic of interest + AND (ex: Healthcare AND...)

Note: Add in the date/year you're interested in into the Keyword Search bar

Note: Filter by your industry of interest, Watchlist, or companies

Also can leverage this more refined search

Add a Watchlist, Industry filter, or Topic of interest

Add a Watchlist, Industry filter, or Topic of interest

Allows you to quickly access company major filings (US + Global)

Note: Add in a specific company/group of companies, keywords or metrics to search In US Major Filings

Select "View All Tables" to quickly access any table within the document

Helpful when looking to get to deal multiples for any valuation work - good to run it against specific company OR watchlist OR industry

Note: This search only searches the titles/headlines of the documents

Note: Title only search - you can use "search within document" in the middle pane to search the document

Monitor capital raises for Startups + VC

Note: Customize by adding in Industry, Area of focus, Geography to the beginning of the search string

Focus on just Press Releases by running this search

Search to see Startup + Series funded companies valuations

Search to see Startup + Unicorn valuations

Search against Press Releases and Thought Leadership

Note: Put in area of focus at beginning of search (EX. Technology AND...)

This search helps you to monitor emerging players who are ripe for acquisition OR entering into partnerships

Note: Can have alert set for this to automate this search OR have it live on dashboard so you can monitor the latest news

Private Company press releases to monitor private companies entering into partnerships

This search helps to stay abreast of emerging players.

Note: Can put specific industry or area at beginning of search (Ex. Insurtech OR Telehealth OR EV, ect.)

Notes: Put in topic in search - use market cap filter to non-publicly traded - use search summary as screener

Note: Include the direct geography you want to look at by going to the beginning of the search and adding it

Note: Include the direct geography you want to look at by going to the beginning of the search and adding it

Note: Include the direct geography you want to look at by going to the beginning of the search and adding it

Monitor divestiture activity

Note: Apply industry and geography filters to narrow in

Note: Combine with a watchlist, searching individual companies, or using industry filters

Adjust the time filter or apply industry filters to narrow in

Only looking at company filings

Note: Can filter by Industry - in Keyword Search or Geographic filter. Refine with content sets

Add areas of interest to refine further

Private Equity investments into Private Companies

This search helps getting to overall volume / total IPO

Note: add years and/or quarters into search string

This search helps with staying abreast of all chatter associated to IPOs

Leverage this search as a way to stay on top of all IPO announcements. Can set alert so this information is automated and pushed to you

This search is good when looking to identify market share / size / TAM with a quantifiable metric attached to it.

Note: At the beginning of the search string, add your topic of interest + AND (ex: EV Sales AND...)

This search is good when looking to identify market share / size / tam within a chart/figure/graph/exhibit

Note: At the beginning of the search string, add your topic of interest + AND (ex: EV Sales AND...)

This search is helpful when looking to identify increase in market.

Note: Can add topic or industry of interest at beginning of search OR you can attach this to a watchlist

This search is good when looking to identify new entrants, companies talking about new entrants

Note: You can add an industry or area of focus at the beginning of the search and attach it with an (AND) (ex. EV Battery AND...). To try and find lists within charts or figures or exhibits - You can add to the end of the search string with an (AND) (ex. AND Charts OR Figures OR Fig or Exhibit OR Table or Graph)"

Pulls a list of documents with graphics and visuals for a topic of choice

Note: At the beginning of the search string, add your topic of interest + AND (ex: EV Sales AND...)

Note: Add in your area of focus at the beginning of the search string

This search helps when looking to get up to speed on the outlook and trends within a market

Note: Add in market / industry / sector or area of focus at the beginning of the search

Note: At the beginning of the search string, add your topic of interest + AND (ex: Sports Gambling AND...)

Note: Apply an Industry filter or Industry keyword to this search. Additionally, you can add a Watchlist or companies to the Company & Ticker Search bar

Get up to speed on the outlook and trends within a market

Note: At the beginning of the search string, add your topic of interest + AND (ex: Shipping AND...)

Note: Apply Industry & sub-sector filters to focus on specific areas of the market

This search template allows you to identify trends in a particular area. In this example, we are are looking to better understand different Consumer trends.

Note: Change the area of focus at the beginning of the search to look at whichever topic you are interest in (i.e. EV Sales)

Note: At the beginning of the search string, add your topic of interest + AND (ex: Video Games AND...)

Broker Research discussing headwinds or challenges

Note: At the beginning of the search string, add your topic of interest + AND (ex: Video Games AND...)

This search template allows you to identify trends in a particular area. In this example, we are are looking to better understand different Software trends.

Note: Change the area of focus at the beginning of the search to look at whichever topic you are interest in (i.e. EV Sales)

This title only search helps to identify documents focused / looking at Key Trends

Note: Use the middle pane search bar to look for whichever topic or trends you are interested in

A "Titles Only" search to surface new R&D initiatives

Note: At the beginning of the search string, add your topic of interest + AND (ex: Virtual Reality AND...)

Note: At the beginning of the search string, add your topic of interest + AND (ex: Sports Gambling AND...)

Tracks migration on topics or areas of interest in survey results

Note: At the beginning of the search string, add your topic of interest + AND (ex: Sports Gambling AND...)

Add the metric you're interested in finding at the beginning of the search

This search is good to use with specific company(s) or watchlist when looking to get up to speed on a company's ESG commitments, goals, targets

Note: use with specific company(s) or watchlist when looking to get up to speed on a company's ESG commitments, goals, targets

Note: Works well with a Watchlist or individual company search or as a broad market scan to see which companies &/or industries are discussing diversity in the workplace

Run this search looking at specific company/group of companies/watchlists

Note: Apply an Industry Filter or search a specific company to focus your search

Discover startups and small companies that are bringing artificial intelligence technology to clean energy within emerging markets

Company Documents and News around climate commitments

This is an industry-agnostic search that can be used to identify significant verticals in any industry

Note: You can use the Industries filter to narrow this search

This search helps to identify different business segments / verticals that a company plays in

This search helps with identifying the outlook with sentiment.

Note: When using this search, you can put in Industry / Sector / Geography at beginning of search string. This search uses ""keyword sentiment"" leveraging the keywords Positive OR Negative to layer in sentiment so you can see any positive or negative sentiment tied to the discussion of outlook of whichever area/topic/company/industry you are looking at

Note: You can switch out "US" at the beginning of the search for different geography (ex. UK or EU or Denmark or Australia)

This search is good when looking to identify a particular focus area and its issue on supply chain. (Ex - What is covid impact -- At the beginning of the search add in (Covid OR omicron AND))

This search is good to use when looking to identify disruptions / headwinds within an industry or area of focus.

Note: To identify shipping headwinds/disruptions of a particular focus area- you can add that focus at the beginning of the search (ex: Sports Gambling AND...). You can also use your Timeframe filter to change the timeframe - this search is set to past 6 months

Note: Use industry filter to narrow search to area of focus

Track companies and negative business performance

Note: Apply Industry/Geography/Content filters and apply individual companies/watchlists to narrow

Track companies discussing competitive/market risks

Note: At the beginning of the search string, add your geography of interest + AND (ex: EMEA AND...)

Looking at visuals only

Note: Add geography at the beginning of the search string and adjust Proximity Window/Timeframe