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features
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Description

Investors today demand immediate access to news, financial data, and general insights due to the fast-paced nature of the market. Consequently, your investor relations (IR) program is required to adapt swiftly to these changes. The S&P Capital IQ desktop equips IR professionals with vital market intelligence, allowing them to gauge analyst sentiment, monitor shareholder activity, and compare performance against competitors. Begin your day with prompt access to essential market insights that enable you to excel in your role. Our newly developed investor relations dashboard features analytics tailored to the IR workflow, including a customizable peer watch list, comprehensive ownership analysis of your organization, market charts, key industry developments, and the latest news. You can seamlessly access broker research, financial models, and industry reports as they happen. Additionally, gain clarity on the reasons behind an analyst's omission from consensus estimates and keep track of individual analysts while tracing their estimates back to the original research. By utilizing our historical data, you can effectively observe revisions and consensus trends over time, providing a complete view of market dynamics. This comprehensive tool empowers you to stay ahead in a rapidly evolving financial landscape.

Description

Source investment opportunities from various channels such as incubators, accelerators, co-investors, and investment banks, as well as through your own network, ensuring you curate and assess them using an objective scoring system. Collaborate with team members to build consensus and keep organized lists to facilitate the decision-making process for active evaluations. Tailor your deal flow to ensure efficient tracking of opportunities while working seamlessly with both internal and external stakeholders. Gain a comprehensive view of your entire deal landscape, allowing for streamlined access to all portfolio companies and enabling real-time collaboration on metrics, milestones, and other relevant data. Retain all deal information from the moment of sourcing through evaluation and investment, while managing investor relations, communications, and finances in a centralized location. Importantly, the system ensures that no data is ever deleted, as all information is versioned or archived, thereby preserving a complete record of every deal activity for future reference. This meticulous approach not only enhances transparency but also fosters informed decision-making throughout your investment journey.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

BlueFlame AI
Claude for Financial Services
Docusign
Dropbox
Google Drive
Google Workspace
Intapp Conflicts
Intapp DealCloud
Intapp Intake
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
StarCompliance
Zoom

Integrations

BlueFlame AI
Claude for Financial Services
Docusign
Dropbox
Google Drive
Google Workspace
Intapp Conflicts
Intapp DealCloud
Intapp Intake
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
StarCompliance
Zoom

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

S&P Global

Country

United States

Website

www.snlnet.com/marketing/microsite/irsolutions/capital-iq-desktop.html

Vendor Details

Company Name

TheInvestorNet

Country

United States

Website

www.theinvestornet.com/features.html

Product Features

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Product Features

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Alternatives

FactSet Reviews

FactSet

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Alternatives