Define a financing peer group, then receive an email whenever a company in your
peer group completes a new financing.
To define your peer group, start with all companies, a subset of companies from
the drop-down menu, or a single company. You then have the option to add custom
filter criteria. Next, you must create a financing report to lock in your selections.
Finally, name and submit your alert to receive an email when a company that meets
your custom criteria completes a new financing.
- 1Create a Single Company Financings Alert
- To create an alert for a single company, click on Company Name
and enter the name in the text box. If you wish to refine your results to include
only certain types of financings, amounts raised or time periods, select custom
filter criteria below. Click
to lock in your criteria. Create
Financings Report
- The
Set Email Alert
button will display on the next page, along with a table that contains all the company's
financings, or a message indicating that no current records meet your criteria.
- Click
Set Email Alert. In the pop-up window that appears, enter a name for
the alert, then click Submit.
- Tip: The criteria set you have created will be saved for future use in the drop-down
box below Financings Default Criteria.
- 2Create a Multiple Company Financings Alert
- To create an alert for multiple companies, select All Companies
or choose a subset using a list from the drop-down menu. If you wish to refine your
results to include only certain kinds of companies within that list or only certain
types of financings, select custom filter criteria below. Click
to lock in your criteria. Create
Financings Report
- The
Set Email Alert
button will display on the next page, along with a table that contains all the company's
financings, or a message indicating that no current records meet your criteria
- Click
Set Email Alert. In the pop-up window that appears, enter a name for
the alert, then click Submit.
- Tip: The criteria set you have created will be saved for future use in the drop-down
box below Financings Default Criteria.
Example: I want to be notified of new series A rounds for U.S.
companies working in autoimmune or cancer.
Instructions: Open the Financial Analyst and select the Financings
tab. Make sure All Companies is selected as your starting company list. Next, select
the following filters:
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All Companies
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|
Region
|
|
|
|
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Business Category
|
|
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|
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Financing Type
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Click
to lock in your selections and see the current peer group.
Next, click
Set Email Alert
at the top of resulting table, name the alert and click
Submit.
Results: When a company working in autoimmune or cancer raises
a series A round, you will receive an email with a link to your financings peer
group on BCIQ. Hint: click on individual company names to see the company profile,
including links to recent stories and news items.
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