Cyndx Finder Guide for Investment Banking

Cyndx Finder is a powerful AI-driven platform designed to help investment bankers streamline deal sourcing, identify acquisition targets, and connect with the right investors. By leveraging machine learning and big data analytics, Cyndx Finder enables bankers to uncover hidden opportunities, track industry trends, and analyze the competitive landscape with precision. Whether working on mergers and acquisitions (M&A), capital raising, or strategic advisory, investment bankers use the platform to quickly identify high-potential companies, understand investor activity, and generate data-driven insights. With access to real-time financial data, funding history, and market intelligence, Cyndx Finder allows professionals to make faster, more informed decisions, ultimately enhancing deal execution and client outcomes.

Here's a guide on how investment bankers use Finder:

1. Identify targets to advise clients on M&A strategy

A. Search by company

If you have the name of an ideal target in mind, entering the name of company is the fastest way to search for similar acquisition targets in Finder. If you do not immediately see the company name in the search typeahead, try entering the company website URL.
From your results, you can select the most relevant target(s) to run a new Finder search. You will see a menu to the right: click the menu located next to the carat and select the option to "See similar companies".

B. Search by concept

Finder search allows you to look for concepts with no limitations. It enables users to enter keywords or phrases in natural language to retrieve relevant results from a database, document, or system.

C. Search by Combining companies + concepts

With Finder, It also allows user to search using company name plus concept/s related to it.

To learn more about how to navigate Finder Search, read article: Cyndx Finder Tour

2. Utilize Finder search & discovery to win mandates and keep your clients/prospects well informed of relevant events within a sector

Cyndx provides insights allowing bankers to have "call to action" and better-informed conversations with prospective and current clients. Cyndx market mapping bubbles up the competitive landscape along with active acquirers, investors, trading metrics and company related news within a given cohort. Notifications for companies chosen to be followed, keeps bankers up to date as to changes happening real time within a sector of interest. Sharing pertinent data points and insights with prospects and clients builds upon your relationship as their trusted advisor.
Understanding the prospective buyers, investors, trading metrics and related news for entities within a cohort, along with insights to keep your client well informed.
Example:
You can "Follow" the company that has been an active acquirer and Cyndx notifications will alert you by email or SMS regarding updates/news events for an entity when choosing to follow the company. Learn more about how to follow companies here:

3. Identify companies that will most likely be ready to sell or raise capital in the near future

Cyndx allows you to identify opportunities who may be ready to sell using our "Projected to Raise" feature. This is a broad term used throughout the platform to indicate that a company is potentially in need of capital. A company may be flagged as Projected-to-Raise if they are experiencing the following outcomes over the next 6-9 months:
- Raise capital in exchange for equity
- Be a potential acquisition target (i.e. likely to sell)
- Preparing for an IPO
- Goes out of business due to distress or the lack of ability to achieve one of the above outcomes
Projected to raise is an indicator that a company is highly in need of capital and they may be likely to take their next round to funding - or be open to an exit conversation.
Example:
Result: A 'Projected to Raise' tag is displayed.
See our P2R whitepaper for more details on this study and the mechanics of this algorithm.

4. Find relevant investors in a cohort

You can find investors within a specific company landscape/sector and view their relevant transactions within your Finder search on the Investors tab.
Helpful Hint: You can also save either a list of companies or investors similar to your search criteria.

Example:

5. Identify a company's competitors and understanding competitive landscape

A quick Finder search can help you identify a company's competitors in a particular sector or theme. The 'Companies' tab after running a regular Finder search offers a holistic market map based on our algorithmic output.

Cyndx tracks companies in several different languages to help you view not only the competitive landscape in your own backyard, but also to make sure you are aware of potential threats from competitors who may exist anywhere around the globe.

Example #1: Base on similarity score result, let us see Forward Air's competitor

Company Profile Page_ inside relationships tab

Example #2: Company Patent Filings

The 'IP' tab on a company profile allows you to view published patents and see who holds similar patents. Within the 'View Similar Patent Data' is where you can access which companies hold similar patents to the company.

Note: Not all companies have patent filings.

Any questions?

We want you to get the most from every search.

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For quick assistance from our support team, click the Chat with Us button at the bottom right of your page and start a conversation.

Help Center

For FAQs and detailed information on using Cyndx Finder go to Finder Help Center. For additional guides on other topics, please visit our Help Center. You can access both on your profile in the top right corner.