Use cases

Opportunities are always present. Use these proven methods to successfully work with business data.

Portfolio management: Monitor your customer base.
3 StEPS
4 MINUTES
Portfolio Management
1
Analyze common characteristics.
2
Monitor significant events.
Prospect companies based on their fleet.
6 STEPS
14 MINUTES
Logistics
1
Search for parameters that characterize your list.
2
Apply the parameters
4 questions you should have the answer to before approaching a prospect.
4 STEPS
10 MINUTES
Customer Interview
1
Check if there is a relationship today between 2 companies.
2
Check if there was a connection in the past.
Learn how you search for a conflict of interest with an existing client.
4 STEPS
2 Minutes
Conflict of interest
1
Check if there is a relationship between two companies today.
2
Check if there was a connection in the past.
Identify promising enterprises as an investor [in 5 steps]
5 steps
9 minutes
Investment
1
Identify an intriguing enterprise or entrepreneur.
2
Map out the founding team.
Search for an individual's board mandates.
3 STEPS
4 MINUTES
PEOPLE
1
Look up a company and view all mandates of a director.
2
Alternatively 1: Search for a person directly.