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Enabling the High-Performing Investment

Bank
Deployed at most of the world's leading investment banking firms, Capital IQ is a complete
workflow solution for bankers at all levels. For junior bankers, Capital IQ minimizes time spent
on routine tasks such as sector research, comps analysis, modeling, buyer lists, charts, pitch
books, and company reports. For mid-level bankers, Capital IQ enables efficient deal
coordination from staffing and due diligence to distribution and tracking. And for senior bankers,
Capital IQ is a proven tool for sourcing ideas and relationships that can lead to transaction
opportunities.

Download Brochure

Know Your Clients and Their Markets

Detailed Global Coverage
View in-depth profiles of public and private firms worldwide including financials, comparables,
officers and directors, advisory relationships, investments, transactions, securities, events, key
developments, corporate governance data, estimates, credit ratings and research, key documents,
filings, news, and more.
Adjusted, Auditable Financials
Our financials are adjusted for one-time charges and have features that allow you to click-
through and audit specific line items to source filings.
Comprehensive Industry Views
Quickly view comparables, competitors, M&A and financing activities, active investors, and
sector developments.

Work More Efficiently

Excel Plug-In
Build and maintain financial models in a fraction of the time it would take to do so manually
using easy-to-use formulas as well as a variety of prebuilt models, charts, and reports.
Comps, Charts, and More
Easily generate comparables analysis, charts, market analysis, company reports, and other
presentation materials.

Leverage Relationships

Coverage and Contact Management
Easily answer questions such as Whom do we know at this company? Who is managing the
relationship? What contact have we had with this firm?
Relationship Path™ / Relationship Tree™
Variety of “Six Degree of Separation”–inspired tools to help source company and investor
contacts.

Generate More Ideas For Clients

Transaction Development
Use our screening and targeting tools to intelligently source potential buyers, investments,
acquisitions, co-investors, lenders, customers, and strategic partners for clients across both the
private and public capital markets.

distressed indicators. red flags. research. Customize the display. Providing a unique combination of market data. and executive changes. Enabling the High-Performing Fund Manager Thousands of the world's leading hedge funds and investment firms employ Capital IQ's comprehensive fundamental and quantitative research and analysis solutions. transactions. Portfolio managers and analysts value Capital IQ for the highest-quality data. . analytics. powerful functionality. Auditable Financials Our financials are adjusted for one-time charges and have features that allow you to click- through and audit specific line items to source filings. View companies/transactions added or removed since the last time the alert was run. Capital IQ helps investment professionals minimize the time and effort required to make sound decisions. Screening Alerts Set up alerts of changes to the results of your saved company and transaction screens. We track over 80 event types including M&A rumors. • Fundamental Analysis and Research Solutions • Quantitative Analysis and Research Solutions Fundamental Analysis and Research Solutions Know Your Companies and Their Markets Adjusted. and ease of use. and relationship development tools. and email preferences of your alerts. new customers/products.Key Development Alerts Receive email alerts of significant events affecting companies in your universe. frequency. company forecasts.

estimates. Comps. comparables. Source Industry Contacts Coverage and Contact Management Easily answer questions such as Whom do we know at this company? Whose relationships can we leverage? What contact have we had with this firm? Relationship Path™ / Relationship Tree™ Variety of “Six Degree of Separation”–inspired tools to help source company and investor contacts. credit ratings and research. Work More Efficiently Excel Plug-In Build and maintain financial models in a fraction of the time it would take to do so manually using easy-to-use formulas as well as a variety of prebuilt models. and reports. news. officers and directors. charts. securities.Detailed Global Coverage View in-depth profiles of companies worldwide including financials. private competitors. market activities. key developments. and other presentation materials. and More Easily generate comparables analysis. active investors. Comprehensive Industry Views Quickly identify comparables. filings. advisory relationships. transactions. corporate governance data. events. and sector developments. charts. Charts. Generate More Unique Ideas . and more. company reports. market analysis.

e. Unique Data • Explore extensive all instances. i. Xpressfeed and ClariFI Streamline Alpha Generation with Cutting-Edge Tools . survivorship bias-free. and more. and global point-in- time fundamentals • Gain transparency into deep data. management changes. with unrivaled history dating back to 1950 • Ensure accuracy with thousands of rigorous automated and manual data quality checks • Utilize multiple. Robust Screening and Targeting Screen based on financials as well as qualitative.to-use delivery options. event-focused criteria such as insider transactions. share repurchases. Timely. Quantitative Analysis and Research Solutions Access the Most Extensive. easy. expiring lock-ups.

and customizable reports Enhance Strategy Performance with Innovative Research • Stay on the forefront of quantitative equity research with 250 stock selection signals via an advanced online library—AlphaWorks™ • Access dynamic stock selection models that systematically exploit the behavioral biases of investors • Get hands-on consulting and written research to meet your unique investment goals . • Prototype new ideas in a rapidly changing environment • Integrate specialty data to tap into uncharted sources of alpha • Eliminate time-consuming and error prone data integration and handling • Transform raw data into sophisticated analysis. model building.

transactions. officers and directors. and sector developments.Enabling the High-Performing Private Capital Firm Many of the world's leading private equity and venture capital firms actively use Capital IQ to enhance deal flow. active investors. filings. market activities. ownership. key developments. evaluate opportunities more efficiently. The core of Capital IQ is a rich database that contains comprehensive information on the vast majority of organizations and professionals that are relevant to private capital investors. news. comparables. advisory relationships. and more. estimates. credit ratings and research. Download Brochure Know Your Companies and Their Markets Detailed Global Coverage View in-depth profiles of public and private firms worldwide including financials. Adjusted. Work More Efficiently . Seamlessly integrated with the database are hundreds of easy-to-use tools that map to the day-to- day work processes of private capital investors. and add value to portfolio companies. Auditable Financials Our financials are adjusted for one-time charges and have features that allow you to click- through and audit specific line items to source filings. corporate governance data. securities. Comprehensive Industry Views Quickly identify comparables. private competitors.

and More Easily generate comparables analysis. and reports. Leverage Relationships Coverage and Contact Management Easily answer questions such as Whom do we know at this company? Whose relationships can we leverage? What contact have we had with this firm? Relationship Path™ / Relationship Tree™ Variety of “Six Degree of Separation”–inspired tools to help source company and investor contacts. charts. charts. investments. market analysis. company reports. and other presentation materials. Excel Plug-In Build and maintain financial models in a fraction of the time it would take to do so manually using easy-to-use formulas as well as a variety of prebuilt models. . Generate More Portfolio Development Ideas Idea Generation Use our screening and targeting tools to intelligently source potential acquisitions. Charts. Comps.

Enabling the High-Performing Research Analysts Capital IQ enables investment research professionals to better understand companies and industries by providing a unique combination of fundamental data. company forecasts. powerful functionality and ease of use. co-investors. red flags. Detailed Global Coverage View in-depth profiles of companies worldwide including financials. build and maintain financial models. transactions. . comparables. new customers/products. Auditable Financials Our financials are adjusted for one-time charges and have features that allow you to click- through and audit specific line items to source filings. Customize the display. and executive changes. and limited partners as well as managers. and strategic partners for portfolio companies. distressed indicators. sell-side. Capital IQ is designed to help buy-side. analytics. Screening Alerts Set up alerts of changes to the results of your saved company and transaction screens. Key Development Alerts Receive e-mail alerts of significant events affecting companies in your universe. We track over 80 event types including M&A rumors. and provide sound investment recommendations. frequency. Download Brochure Know Your Companies and Their Markets Adjusted. Renowned for the highest-quality data. and relationship management tools. estimates.buyers. customers. View companies/transactions added or removed since the last time the alert was run. and email preferences of your alerts. and independent analysts minimize the time and effort required to research companies and sectors. intermediaries.

and events. filings. . news. key developments. corporate governance data. officers and directors. advisory relationships.000 public companies. Key Developments. Analyze Your Industry Robust Screening and Targeting Screen based on financials as well as qualitative. stock price movements. and More Easily generate comparables analysis. Customizable Alerts Set alerts for new filings. airlines. and more. and reports. Charts. brokerage. and more. REIT. insurance. wireless telecom. share repurchases. Work More Efficiently Excel Plug-In Build and maintain financial models in a fraction of the time it would take to do so manually using easy-to-use formulas as well as a variety of prebuilt models. utility. Comprehensive Industry Data Access supplemental data on more than 55. company reports. eventfocused criteria such as insider transactions. Comps. expiring lock-ups. transactions. oil & gas. charts. and retail.credit ratings and research. cable. events. market analysis. financial services. Industry specific data points available for banks. saved company and transaction screens. charts. securities. and other presentation materials.

comparables. Standard & Poor's and Moody's credit ratings and research. currencies. estimates. news.Real-Time Market Data Capital IQ Real-Time™ Monitor the market in real-time. filings. Capital IQ enables credit analysts to efficiently evaluate credit quality and monitor ongoing financial. and market performance of credits in their portfolios. business relationships. research reports. and relative value opinions. securities. futures. Download Brochure Streamline Fundamental Analysis Detailed Global Coverage Access in-depth profiles on public and private firms world-wide including corporate structure. competitors. mutual funds. ownership. Enabling the High-Performing Credit Analysts Capital IQ is a web and Excel-based research platform that combines deep information on companies. options. capital structure. Clients use Capital IQ to simplify their analytical workflow and enhance their processes of generating fundamental credit opinions. events. and commodities along with contextual access to company fundamentals. indices. and market views for major exchange-traded stocks. surveillance. Easily create custom workspaces and access streaming quotes. and trend analysis. securities. M&A and financing . operating. internal credit ratings. and markets worldwide with robust tools for fundamental analysis. charts. related entities.

red flags.transactions. distressed indicators. new customers/products. charts. conditions. Adjusted. and reports. and ratios. and many other announcements. news. transactions. Lehman Index). Auditable Financials View comprehensive financials. operating data. company forecasts. React Quickly to Events . and more. Work More Efficiently Excel Plug-In Build and maintain financial models in a fraction of the time it would take to do so manually using easy-to-use formulas as well as a variety of prebuilt models. Monitor Company and Market Activities View and receive alerts on significant events such as ratings changes. Custom Reports Easily export your work and supporting research into Word or Excel-based reports. comparables. Intra and Inter-Company Rankings Screen for companies based on intra-company rankings (how a company compares against its own history) as well as inter-company ranking (how a company compares against other groups of companies). and key credit trends.e. covenants. Outlook assessments. Financials are adjusted for one-time charges and have features that allow you to click-through and audit specific line items to source filings. CreditWatch. and pricing. Quickly identify industry/ characteristics. Obtain security level details such as terms. M&A rumors. Comprehensive Peer and Industry Analysis Analyze an issuer relative to peers and appropriate benchmarks (i.

Customize the display. and other announcements. distressed indicators. new customers/products. View short and long-term credit ratings. full ratings . M&A rumors. transactions. Proactive Surveillance Receive e-mail alerts on significant events affecting the companies you monitor. CreditWatch and Outlook assessments. and email preferences of your alerts. company forecasts. red flags. View companies/transactions added or removed since the last time the alert was run. frequency. Explore Ideas and Trends S&P and Moody's Credit Ratings and Research Access comprehensive corporate issue and issuer credit ratings and related research published by Standard & Poor's and Moody's Ratings. Screening Alerts Set up alerts of changes to the results of your saved company and transaction screens. Key Developments View details on up to 80 event types per company including ratings changes.

clients. and research into the key risk and performance factors behind the ratings as well as topical market opinions. company-to-company. We achieve this by deploying client-specific solutions based on the Capital IQ Platform. and intermediaries. equity. a unique combination of global private and public capital market data and software applications for research. Enabling the High-Performing Corporate Advisor Capital IQ provides robust web-based solutions that enable consultants. and analyses of rating trends as well as snapshots of the M&A. Download Brochures: Law Firms | Consultants & Advisors | Executive Search Firms Desktop Research and Analysis View detailed information on private and public companies. financials. terms. conditions.history dating back to 1920. covenants. analysis. idea generation. and relationship management. Screening Screen for relevant issues and issuers based on credit ratings. intermediaries. sector outlooks. Macro Perspectives Access a broad range of country-specific macroeconomic indicators. and ratings criteria. and transactions as well as advisor-to-client. and person-to-person relationship connections across both the private and public capital markets. Enhanced Relationship Coordination Efficiently track all relationships and interactions with prospects. (ii) generate ideas for clients. lawyers. pricing. in-depth global economic and capital market research. and key developments as well as hundreds of other financial and qualitative screening items. and executive recruiters to become more effective and efficient at providing client service and generating new business. accountants. . officers and directors. and fixed income markets. financial sponsors. (iii) run conflict of interest checks on situations. and (iv) receive alerts of events that may lead to potential engagement opportunities. Focused Idea Generation and Business Development A suite of targeting and screening tools to help you (i) identify prospects that are likely to be receptive to your service.

Enabling the High-Performing Wealth Manager Capital IQ enables financial advisors and private bankers to methodically target and attract new wealth creators. idea generation. and connect with a whole new universe of prospective clients. Download Brochure . Capital IQ serves as a powerful business development platform for wealth management professionals. people. prequalify. and liquidity events with a broad range of tools for market analysis. and relationship management. Use Capital IQ to identify.Easily capture and share your knowledge and information across various practice areas and regional offices. Combining comprehensive and timely information on companies.

Leverage Relationships . Industry Immersion M&A and public offerings tend to spurt in a given sector.Know Your Clients and Their Markets Company Intelligence View in-depth profiles of public and private firms worldwide including financials. transactions. affiliations. news. and market trends. credit ratings and research. Reports and Filings Quickly build custom company reports. compensation. education. Use Capital IQ to prequalify individuals who will likely benefit from latent liquidity events. and more. ownership. People Intelligence Look up highly detailed profiles of professionals including biography. filings. download filings. and create other presentation materials. advisory relationships. valuations. contact information. Work More Efficiently Powerful Financial Analytics Capital IQ is the primary information platform for many sophisticated professional investors. and corporate board memberships. estimates. Use the same tools to easily analyze company financials. securities. officers and directors. key documents. key developments.

Coverage and Contact Management Easily answer questions such as Whom do we know at this company? Who is managing the relationship? What contact have we had with this firm? Relationship Path™ / Relationship Tree™ Variety of “Six Degree of Separation”–inspired tools to help source company and investor contacts. and investment professionals who recently have or are about to experience significant liquidity events. senior managers. company forecasts. Generate More Business Development Ideas Focused Targeting Use our screening tools to intelligently identify entrepreneurs. and executive changes. Also screen for intermediaries and other potential referrers. . We track over 80 event types including M&A rumors. Key Development Alerts Receive e-mail alerts of significant events affecting your clients and prospects.

corporate governance data. idea generation. and board memberships. compensation. affiliations. and more. Also view extensive industry aggregate statistics as well as charts on M&A. education. fixed income. estimates. and relationship management to significantly enhance its client’s in- house corporate finance. and markets worldwide with a broad range of tools for analysis. managing M&A/financing projects. Work More Efficiently . and generating new business leads. key documents. transactions. people. advisory relationships. filings.Enabling the High-Performing Corporate Executive Deployed at many of the world’s leading corporations. comparables. key developments. Download Brochure Know Your Universe of Companies and Markets Company Intelligence View in-depth profiles of public and private firms worldwide including financials. Capital IQ is a robust information platform for gathering competitive intelligence. securities. Capital IQ uniquely combines comprehensive and timely information on companies. credit ratings and research. ownership. transactions. business development. officers and directors. and equity market activities. and sales capabilities. active investors. People Intelligence Look up highly detailed profiles of professionals including biography. Market Analysis Quickly look up competitors. and developments. strategic planning.

charts. Charts. . and other presentation materials. and More Easily generate comparables analysis. and intermediaries as well as managers. and reports. Generate More Business Development Ideas Idea Generation Use our screening and targeting tools to intelligently source potential acquisitions. company reports. Leverage Relationships Coverage and Contact Management Easily answer questions such as Whom do we know at this company? Who is managing the relationship? What contact have we had with this firm? Relationship Path™ / Relationship Tree™ Variety of “Six Degree of Separation”–inspired tools to help source company and investor contacts. investors. Excel Plug-In Build and maintain financial models in a fraction of the time it would take to do so manually using easy-to-use formulas as well as a variety of prebuilt models. Comps. customers. and strategic alliance partners. charts. market analysis. investments.

and email preferences of your alerts. new customers/products.Key Development Alerts Receive e-mail alerts of significant events affecting companies in your universe. Screening Alerts Set up alerts of changes to the results of your saved company and transaction screens. red flags. and executive changes. View companies/transactions added or removed since the last time the alert was run. frequency. transactions. distressed indicators. Customize the display. . We track over 80 event types including M&A rumors. company forecasts.