Answered By: Leslie Burmeister
Last Updated: May 22, 2020     Views: 5923

Q.
Startups: venture-backed, by industry, geography, funding amounts & rounds

How can I create a list of start-up or venture capital backed companies in a particular industry?


A.

In Capital IQ:

  1. Mouse over menu for Screening and select Screening > Companies.
  2. Select an industry, geography, etc. using sections under Company Details.
  3. In the Company Details section, click on Ownership and select Pending and Current Sponsor Backed.
  4. Under Company Details > Company Statistics, select Total Amount Raised.  Enter desired values.
  5. You can also narrow down by funding round.  Go to Private Placement >Valuation, then select Round Type (Angel, Seed, Series A, Growth, etc).
  6. Add other criteria if desired, then click on View Results at the bottom of the screen.
  7. Tip: Capital IQ also allows you to screen for HBS alumni (current/former professionals and board members).  To add this criteria, go to Education-->Colleges/Universities.  Type in Harvard Business School.  Select it by adding it to the right hand window. Click Add Criteria.  This will limit your list to companies who also have HBS alumni in these roles.

In CB Insights

  1. Click on Advanced Research on the left-hand side navigation.
  2. Select Company Search.
  3. Add desired criteria under Industry & Geography.
  4. Under Company Attributes, check Private under Company Status.
  5. Under Financing & Exit, add information about funding such as deal size, round number, round types, deal dates, valuation, etc.
  6. When finished, click See Results on the top left-hand side navigation.

In Pitchbook:

  1. Go to Advanced Search-->Companies & Deals-->VC-Backed Companies.
  2. Use the left-hand navigation to add criteria under the various categories: Deal Type, Deal Criteria, Geography, Industry, etc.  
  3. Tip: under Industry, you can also select Verticals for identifying companies whose focus isn't neatly captured by industry categories.

In Preqin:

  1. Click on Private Equity on the left hand side navigation.
  2. Select Venture Deals Analyst.
  3. Select Advanced Search
  4. Search by Portfolio Company
  5. You can screen by investment stage, acquired share percentage, deal date, deal size, location, industry and keyword. 
  6. Once criteria is selected click on the Search button. 
  7. You can then take a look at individual companies or download their profiles into Excel.

In Thomson ONE:

  1. Click on the menu for Screening & Analysis.
  2. Expand section for Private Equity then click on Companies & Investors.
  3. Select your industry using the Portfolio Company Detail menu.
  4. Select the appropriate investment stage under Investment Details.
  5. Add other criteria as desired.
  6. Click on Generate Results to run the search.