Finding the right target investment companies can be tough. clearCi helped sift to find the diamonds in the rough.
CHALLENGE : QUICKLY GRABBING THE FACTS ABOUT POTENTIAL INVESTMENTS WAS A TEDIOUS AND MANUAL PROCESS
SOLUTION : CREATING SEARCH TEMPLATES TO QUICKLY INGEST DATA FOR PROSPECTS AND THEIR COMPETITORS
We helped this small team create hundreds of search templates, broken down by investment sector to provide some high-level filtering of potential prospects. Once a prospect was identified, we showed them how to create monitoring channels for each of the prospects and all of their competitors to give a full picture of the market. After companies were acquired and became part of the profile, we adjusted the type of information they wanted to monitor appropriately. A particularly useful set of data was the hiring trends, which we helped them figure out using LinkedIn and other sources.
RESULT : A 50% REDUCTION IN THE INITIAL RESEARCH TIME BY ANALYSTS AND SMOOTHER TRANSITION TO PORTFOLIO