This feature provides a summary of stakeholders related to the company profile, from the perspective of Advisors and Bidders/Investors involved in the most recent funding and M&A deals records within your database. Each widget will tell you how many transactions they were involved in where the profile company was the target, giving you a quick start to see who is relevant to contact within your network.
If a company or individual has participated more than once as an Advisor or Bidder/Investor, multiple years will be displayed on the “Latest Deal Dates” columns in both widgets. Clicking on a specific year will open a window with detailed information about that specific deal.
If there are more than 3 deals attached to an entity, clicking the 'All' link will open a new tab with the full 'M&A/Funding' table filtered by the specific Advisors or Bidders/Investors involved in previous deals for the target company.
Step by step
- Select a company to view the “Company Profile”
- Click “Transactions” tab
- Click “Stakeholders” section
- Review table or dive deeper into each deal
Sort columns by clicking the arrow next to the column title and search for specific information by clicking the “Filters” button.