Professional Documents
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Bank
Deployed at most of the world's leading investment banking firms, Capital IQ is a complete
workflow solution for bankers at all levels. For junior bankers, Capital IQ minimizes time spent
on routine tasks such as sector research, comps analysis, modeling, buyer lists, charts, pitch
books, and company reports. For mid-level bankers, Capital IQ enables efficient deal
coordination from staffing and due diligence to distribution and tracking. And for senior bankers,
Capital IQ is a proven tool for sourcing ideas and relationships that can lead to transaction
opportunities.
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Leverage Relationships
Transaction Development
Use our screening and targeting tools to intelligently source potential buyers, investments,
acquisitions, co-investors, lenders, customers, and strategic partners for clients across both the
private and public capital markets.
Key Development Alerts
Receive email alerts of significant events affecting companies in your universe. We track over 80
event types including M&A rumors, distressed indicators, red flags, company forecasts,
transactions, new customers/products, and executive changes.
Screening Alerts
Set up alerts of changes to the results of your saved company and transaction screens. View
companies/transactions added or removed since the last time the alert was run. Customize the
display, frequency, and email preferences of your alerts.
Excel Plug-In
Build and maintain financial models in a fraction of the time it would take to do so manually
using easy-to-use formulas as well as a variety of prebuilt models, charts, and reports.
Comps, Charts, and More
Easily generate comparables analysis, charts, market analysis, company reports, and other
presentation materials.
• Stay on the forefront of quantitative equity research with 250 stock selection
signals via an advanced online library—AlphaWorks™
• Access dynamic stock selection models that systematically exploit the
behavioral biases of investors
• Get hands-on consulting and written research to meet your unique
investment goals
Enabling the High-Performing Private
Capital Firm
Many of the world's leading private equity and venture capital firms actively use Capital IQ to
enhance deal flow, evaluate opportunities more efficiently, and add value to portfolio companies.
The core of Capital IQ is a rich database that contains comprehensive information on the vast
majority of organizations and professionals that are relevant to private capital investors.
Seamlessly integrated with the database are hundreds of easy-to-use tools that map to the day-to-
day work processes of private capital investors.
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Leverage Relationships
Idea Generation
Use our screening and targeting tools to intelligently source potential acquisitions, investments,
buyers, co-investors, intermediaries, and limited partners as well as managers, customers, and
strategic partners for portfolio companies.
Key Development Alerts
Receive e-mail alerts of significant events affecting companies in your universe. We track over
80 event types including M&A rumors, distressed indicators, red flags, company forecasts,
transactions, new customers/products, and executive changes.
Screening Alerts
Set up alerts of changes to the results of your saved company and transaction screens. View
companies/transactions added or removed since the last time the alert was run. Customize the
display, frequency, and email preferences of your alerts.
Download Brochure
Excel Plug-In
Build and maintain financial models in a fraction of the time it would take to do so manually
using easy-to-use formulas as well as a variety of prebuilt models, charts, and reports.
Comps, Charts, and More
Easily generate comparables analysis, charts, market analysis, company reports, and other
presentation materials.
Capital IQ Real-Time™
Monitor the market in real-time. Easily create custom workspaces and access streaming quotes,
news, research reports, charts, and market views for major exchange-traded stocks, indices,
mutual funds, futures, options, currencies, and commodities along with contextual access to
company fundamentals.
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Excel Plug-In
Build and maintain financial models in a fraction of the time it would take to do so manually
using easy-to-use formulas as well as a variety of prebuilt models, charts, and reports.
Custom Reports
Easily export your work and supporting research into Word or Excel-based reports.
Download Brochures: Law Firms | Consultants & Advisors | Executive Search Firms
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Know Your Clients and Their Markets
Company Intelligence
View in-depth profiles of public and private firms worldwide including financials, officers and
directors, ownership, advisory relationships, transactions, securities, key developments,
estimates, key documents, credit ratings and research, filings, news, and more.
People Intelligence
Look up highly detailed profiles of professionals including biography, contact information,
compensation, education, affiliations, and corporate board memberships.
Industry Immersion
M&A and public offerings tend to spurt in a given sector. Use Capital IQ to prequalify
individuals who will likely benefit from latent liquidity events.
Leverage Relationships
Coverage and Contact Management
Easily answer questions such as Whom do we know at this company? Who is managing the
relationship? What contact have we had with this firm?
Relationship Path™ / Relationship Tree™
Variety of “Six Degree of Separation”–inspired tools to help source company and investor
contacts.
Focused Targeting
Use our screening tools to intelligently identify entrepreneurs, senior managers, and investment
professionals who recently have or are about to experience significant liquidity events. Also
screen for intermediaries and other potential referrers.
Key Development Alerts
Receive e-mail alerts of significant events affecting your clients and prospects. We track over 80
event types including M&A rumors, company forecasts, and executive changes.
Enabling the High-Performing Corporate
Executive
Deployed at many of the world’s leading corporations, Capital IQ is a robust information
platform for gathering competitive intelligence, managing M&A/financing projects, and
generating new business leads. Capital IQ uniquely combines comprehensive and timely
information on companies, people, and markets worldwide with a broad range of tools for
analysis, idea generation, and relationship management to significantly enhance its client’s in-
house corporate finance, strategic planning, business development, and sales capabilities.
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Company Intelligence
View in-depth profiles of public and private firms worldwide including financials, comparables,
officers and directors, advisory relationships, key developments, corporate governance data, key
documents, ownership, securities, filings, transactions, estimates, credit ratings and research, and
more.
People Intelligence
Look up highly detailed profiles of professionals including biography, compensation, education,
affiliations, and board memberships.
Market Analysis
Quickly look up competitors, transactions, active investors, and developments. Also view
extensive industry aggregate statistics as well as charts on M&A, fixed income, and equity
market activities.
Leverage Relationships
Idea Generation
Use our screening and targeting tools to intelligently source potential acquisitions, investments,
investors, and intermediaries as well as managers, customers, and strategic alliance partners.
Key Development Alerts
Receive e-mail alerts of significant events affecting companies in your universe. We track over
80 event types including M&A rumors, distressed indicators, red flags, company forecasts,
transactions, new customers/products, and executive changes.
Screening Alerts
Set up alerts of changes to the results of your saved company and transaction screens. View
companies/transactions added or removed since the last time the alert was run. Customize the
display, frequency, and email preferences of your alerts.