DO’s and DON’T’s for Special Categorization

FUNDING:

TO BE ACCEPTED, if
1. Private Company Funding
2. Venture Capitalist / Private Equity /
Investment Firm Fundinggets funded
TO BE REJECTED, if
1. Public Company Funding info (but first Formatted: Font color: Red
time IPO should be categorized)
2. OTC Company’s / NGO / NPO / NFO
Funding Formatted: Font color: Text 1

3. NGO / NPO / NFO gets Grants
3.
4. Crowdfunding through campaign like
Kickstarter or Crowdclick or Indigogo (if
individual person raised for his own
company, the company should be
tagged under Funded company)
3. Research Grants for scholar / Donation /
Awards / Gifts
(But can take Grant if any
Institute/Lab/University/College gets
Grant for some of research purpose)
4. Funding campaign for Awareness /
Projects / Programs and others in short
term basis.
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Formatted: Normal, No bullets or numbering
Formatted: Font color: Red
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Formatted: Font: Bold

5. IPO, Secondary offering only for Public 5. Private Placement for Public Company.
Company.
6. We need to consider only Current 6. Future Funding – Planned, going to raise.
Funding. 6. (Benefit of the doubt can given Formatted: Normal, Indent: Left: 0.5", No bullets or
to Sp Task team to judge) numbering
Formatted: Font color: Red

POSSIBLE FUNDING KEYWORDS: Formatted: Font color: Red

Formatted: Font: Bold
raised series funding, raised equity funding, raised an investment, received soft funding, found a
funding for, receives a hundred in funding, grabs a wad of, raised a seven-figure, funding line with, Formatted: Font color: Text 1
racking up investment, floating-rate senior-secured term loan, that it topped off its, raised a growth
round, raised an angel round, raised an undisclosed amount, received cash from, absorbed the fund
from, majority investment, receives credit from, receives loan from, deposited the amount in, raised
the working capital, received crowd funding.

ACQUISITION:

TO BE ACCEPTED, if TO BE REJECTED, if

1. Direct Acquisition (Company A agrees to 1. If the acquiring company does not have
acquire Company B) URL (Buyer) (Doc and pass to Sp Task Formatted: Font color: Red
team)
 2. If the company acquiring part of
business or unit or product.
3. If the company acquires more than 51%
or above stake or interest of another
company.
4. If the company is acquiring all the assets
of other company.
2. If the company acquiring any land (no
URL for land), building (no URL , | Malls Formatted: Font color: Text 1
can be tagged if it has URL ), property
(no URL), patents
3. Less than 51% of stake or interest.
4. If the company is acquiring only certain
assets of other company.

5. If the company is acquiring remaining 5. If the company is acquiring certain

interest or stake in other company. shares of the business.

6. If the company is acquiring key assets of 6. If the company is acquiring non-key

other company. assets of other company.
7. If the company is acquiring all the 7. If the company is acquiring all the
outstanding shares of other company. certain shares of other company.

8. If the company is acquiring only

technology, copy rights, patents
(Machinery, Equipment..etc)
9. Planning to acquire, going to acquire,
acquisition not confirmed, deal not
confirmed.

POSSIBLE ACQUISITION KEYWORDS:

acquires or takes over, holds majority stake, agree to buy, sign the letter of intent, sign off definitive Formatted: Font color: Text 1
agreement, company is sold, absorbs, signed the agreement, signed definitive merger agreement,
closed its buy, sales completed, buying of all outstanding shares.

LEADERSHIP CHANGES / CEO:

TO BE ACCEPTED, if TO BE REJECTED, if
1. Appointment of executive roles 1. Appointment of non-executive roles
 2. Valid Title to Add – 2. In Valid Title:
a) VP, SVP, EVP and President a) Acting VP, EVP, SVP…etc
b) Director Level b) Acting Manager
c) CFO, COO, CTO, CIO, CSO – All chief c) Senior Positions like – senior
level title’s designer, senior architect …etc
d) Manager and Managing Editors d) Reporter
e) Chief Reporter e) Editor
f) Chief Editor f) Architect
g) Chief Architect g) Board Directors, Board of Trustees,
h) Chairman Board of Advisors…etc
i) Managing Director
CEO
1. Appointment of CEO / CO-CEO / Acting
CEO Formatted: Font color: Text 1
2. Departure of CEO
1.3. Interim CEO

POSSIBLE LEADERSHIP CHANGES KEYWORDS:

hired, added, joined, promoted, named, on board, appointed, welcomed…etc.