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Investment Banks

5-minute data checklist: Do you have what you need to track the growing market?

We’ve compiled a list of the top datasets investment banks need to track the growing PE market and provide their clients with even better service. Take a look!

Investment Banks

Investment Banks

Since 2006, the number of private equity and venture capital investors has roughly doubled. To navigate this dense landscape populated by everything from mature firms to spinoff funds to brand new entrants, you need access to information that gives you both a complete and granular look at all the players. To help ensure you have it, we have compiled a list of the top datasets investment banks need to track the growing market and provide their clients with even better service. Have a look!

To create targeted buyers lists, you need in-depth information on:

Strategic acquirers
Financial sponsors
Dry powder
Fund performance
Investment preferences
Investment mandates
Prior investments
Previous acquisitions
Assets under management
Contact information

To build stronger comparables, you need in-depth information on:

Similar companies/competitors
Cap tables
Financials (including revenue, balance sheets)
Financing histories
Public company fundamentals
Public company consensus estimates
Precedent transactions
Deal multiples
Series terms
Pre- and post-money valuations

To source and price investments, you need in-depth information on:

Company location
Industry
Financials (including revenue, balance sheets)
Cap tables
Financing history
Filings
Similar entities/competitors
Pre- and post-money valuations
EBITDA multiples
Series terms

To find buy- and sell-side clients, you need in-depth information on:

Financing histories
Investors
Employee count
Website and social media traffic
Advisors/service providers
Dry powder
Fund open and close dates
Investment/industry focus
Emails
Phone numbers

Although the number of private equity and venture capital professionals has grown exponentially over the last two decades, having access to the right data makes it easy to find what you are looking for, whether that is a promising buyer, investment or client.

If you are still not sure if you have what you need to stay ahead in this changing landscape, explore the related content below to learn more.