As part of your due diligence in identifying the right investors for your fundraise, Cyndx will help you identify if any of your competitors are in this investors portfolio. With this information it may help you drill down a target list of investors to reach out to for your fundraise.
Investors Portfolio from the Raiser Result page
Opening an Investors Portfolio
How to get to an Investors Company Profile From Results Page
Investors Portfolio
Navigate to the Raiser tab, make sure to fill out all the required fields to run your search to successfully conduct your search.
Also See: How to maximize your Raiser Search
Checking Investor's Portfolio from the Raiser Result page
On your Raiser Result page, there will be a list of investors that best match what you're running your search around. You will then be able to identity any companies that are in that investors portfolio, including any of your competitors.
Access your Raiser result page
You can quickly see any similar investments, which may include a competitors of yours, by clicking to drop down the investors row on the search page
Clicking View All Investments this will bring you into this investors portfolio that will show you all investments and acquisitions
Viewing A Investors portfolio
After clicking view all investments a small modal will pop up that will highlight the similar deals if any, and give you a list of all their investment page by page. If you scroll down on this modal, under the investments made my this company you'll see where can go from page to page.
If the investor has a significantly large portfolio looking through many pages may be a task. If you would like to see a full page of this investors portfolio, you're able to do that by accessing the investors company profile.
Navigating to a Investors Profile
If the investors modal is still on the screen you'll want to click the X in the top right corner
Back on the Raiser result page, locate the investors profile and click the company's name
Once on the investors company profile, you'll see tabs across the top that will give access to that information. Click the Investments tab.
Viewing the Investors portfolio
On the Investments tab you'll have access to the entire portfolio, all investments and acquisitions will be listed. This page will give you the accessibility to view more investments at a time see below.
The Investors Deal Range and Median deal amount will be listed
You will be able to see each information on each investment such as , the company's name, the closed date of the deal, type of deal, the amount, and all the investors that were involved.
The key to seeing as many investment this investor has made on one page to sort through quicker and looking out for any competitors of yours is going to be changing the number of deals you can see in a page.
