Fast Pro Tips
Venture Capital and Private Equity
There are robust screening options including these examples:
- "Screeners" > "Investors and Funds"
- Use pre-built screens like “Top Seed Investors” and “PE Investors”
- Build custom screens with filters like “Investor Locations” and “Fund Size”
- Example need: "US-based venture capital investors with closed funds with stated preferences for the healthcare industry."
- "Screeners" > "Companies and Deals"
- Use pre-built screens like “Recent VC Exits” and “PE-Backed Companies”
- Build custom screens with filters like “Deal Date” and “Deal Size”
- Example need: "All private equity deals involving Japan-based companies since 2022."
Deals, Mergers and Acquisitions
There are robust screening options including these examples:
- "Screeners" > "Companies and Deals"
- Use pre-built screens like “M&As” and “Recent VC Exits”
- Build custom screens with filters like “Deal Date” and “Deal Size”
- Example need: "UK-based fintech companies whose most recent transaction was a completed buyout 3-5 years ago."
Market Research
Use the "Market Analysis" sub-menu on the left sidebar:
- Analyst Workspaces: Trending market reports, market maps, and more including analysis of current VC, PE, and M&A contexts.
- Analyst-Curated Verticals: Trending niche markets that span multiple industries: AI, clean energy, crypto, e-commerce, gaming....
- Emerging Spaces: "New and disruptive markets, technologies, products, or services."
- Market Size Estimates: The projected growth of a market gathered from a range of sources, presented in a visual format.
- Market Maps: Learn about a market space or make a visual presentation.
Use the "Library" sub-menu on the left sidebar:
- Research Center: PitchBook analyst reports on private market topics. Purdue does not subscribe to the Morningstar reports covering public markets. However, Purdue subscribes separately to Morningstar Investing Center.
Public Companies
Search company name or ticker:
- Boards and Executives: Within a company, go to "Team" and "Board Members"
- Capital Structure: Within a company, go to "Capital Structure"
- ESG Data: Within a company, go to "Sustainability"
- Earnings Call Transcripts: Within a company, go to "Transcripts"
- Filings: Within a company, go to "Filings"
- Financials -- Details, Ratios, Competitors:
- Within a company, go to "Financials" to analyze details and ratios
- Within a company, go to "Comps Analysis" and "Similar Companies" to analyze competitors
- Patents: Within a company, go to "Patents"
- Signals -- Growth, Website Visitors, etc: Within a company, go to "Signals"
- Subsidiaries and Corporate Tree: Within a company, go to "Affiliates"
Credit Research
Use the "LCD Credit Analysis" sub-menu on the left sidebar:
- Credit News: "Real-time coverage of the US/European leveraged loan and high yield bond markets, from deal inception through the trading life of the debt, along with investment grade bond issuance, distressed debt, corporate bankruptcies, middle market transactions and CLO/fundraising. Also: trend analysis, weekly market wrap-ups, and monthly/quarterly analysis."
- Credit Research: "Weekly, monthly, quarterly research detailing virtually every metric of the leveraged loan market, including structure, pricing, yield, volume, along with secondary market performance and LBO/private equity activity."
