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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.

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

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. Providing a unique
combination of market data, analytics, research, and relationship development tools, Capital IQ
helps investment professionals minimize the time and effort required to make sound decisions.
Portfolio managers and analysts value Capital IQ for the highest-quality data, powerful
functionality, and ease of use.
• Fundamental Analysis and Research Solutions
• Quantitative Analysis and Research Solutions

Fundamental Analysis and Research Solutions

Know Your Companies and Their Markets

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.
Detailed Global Coverage
View in-depth profiles of companies worldwide including financials, comparables, estimates,
credit ratings and research, officers and directors, advisory relationships, transactions, securities,
key developments, corporate governance data, events, filings, news, and more.
Comprehensive Industry Views
Quickly identify comparables, active investors, private competitors, market activities, 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.

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.

Generate More Unique Ideas


Robust Screening and Targeting
Screen based on financials as well as qualitative, event-focused criteria such as insider
transactions, share repurchases, expiring lock-ups, management changes, and more.

Quantitative Analysis and Research Solutions


Access the Most Extensive, Timely, Unique Data

• Explore extensive all instances, survivorship bias-free, and global point-in-


time fundamentals
• Gain transparency into deep data, with unrivaled history dating back to 1950
• Ensure accuracy with thousands of rigorous automated and manual data
quality checks
• Utilize multiple, easy- to-use delivery options, i.e. Xpressfeed and ClariFI

Streamline Alpha Generation with Cutting-Edge Tools


• 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, 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
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, evaluate opportunities more efficiently, and add value to portfolio companies.
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.
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.

Download Brochure

Know Your Companies and Their Markets

Detailed Global Coverage


View in-depth profiles of public and private firms worldwide including financials, comparables,
officers and directors, advisory relationships, corporate governance data, key developments,
ownership, news, securities, filings, transactions, estimates, credit ratings and research, 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 identify comparables, active investors, private competitors, market activities, 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? 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.

Generate More Portfolio Development Ideas

Idea Generation
Use our screening and targeting tools to intelligently source potential acquisitions, investments,
buyers, co-investors, intermediaries, and limited partners as well as managers, customers, and
strategic partners for portfolio companies.
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, distressed indicators, red flags, company forecasts,
transactions, new customers/products, and executive changes.
Screening Alerts
Set up alerts of changes to the results of your saved company and transaction screens. View
companies/transactions added or removed since the last time the alert was run. Customize the
display, frequency, and email preferences of your alerts.

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, analytics, and relationship
management tools. Renowned for the highest-quality data, powerful functionality and ease of
use, Capital IQ is designed to help buy-side, sell-side, and independent analysts minimize the
time and effort required to research companies and sectors, build and maintain financial models,
and provide sound investment recommendations.

Download Brochure

Know Your Companies and Their Markets

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.
Detailed Global Coverage
View in-depth profiles of companies worldwide including financials, comparables, estimates,
credit ratings and research, officers and directors, advisory relationships, transactions, securities,
key developments, corporate governance data, events, filings, news, and more.
Comprehensive Industry Data
Access supplemental data on more than 55,000 public companies. Industry specific data points
available for banks, brokerage, financial services, insurance, REIT, utility, oil & gas, wireless
telecom, airlines, cable, and retail.

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.

Analyze Your Industry

Robust Screening and Targeting


Screen based on financials as well as qualitative, eventfocused criteria such as insider
transactions, share repurchases, expiring lock-ups, and more.
Customizable Alerts
Set alerts for new filings, Key Developments, saved company and transaction screens, stock
price movements, and events.
Real-Time Market Data

Capital IQ Real-Time™
Monitor the market in real-time. Easily create custom workspaces and access streaming quotes,
news, research reports, charts, and market views for major exchange-traded stocks, indices,
mutual funds, futures, options, currencies, and commodities along with contextual access to
company fundamentals.

Enabling the High-Performing Credit


Analysts
Capital IQ is a web and Excel-based research platform that combines deep information on
companies, securities, and markets worldwide with robust tools for fundamental analysis,
surveillance, and trend analysis. Capital IQ enables credit analysts to efficiently evaluate credit
quality and monitor ongoing financial, operating, and market performance of credits in their
portfolios. Clients use Capital IQ to simplify their analytical workflow and enhance their
processes of generating fundamental credit opinions, internal credit ratings, and relative value
opinions.

Download Brochure

Streamline Fundamental Analysis


Detailed Global Coverage
Access in-depth profiles on public and private firms
world-wide including corporate structure, capital
structure, ownership, business relationships, related
entities, comparables, competitors, securities, events,
Standard & Poor's and Moody's credit ratings and
research, estimates, filings, M&A and financing
transactions, news, and more. Obtain security level details such as terms, conditions, covenants,
and pricing.
Adjusted, Auditable Financials
View comprehensive financials, operating data, and ratios. 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 Peer and Industry Analysis
Analyze an issuer relative to peers and appropriate benchmarks (i.e. Lehman Index). Quickly
identify industry/ characteristics, comparables, and key credit trends.
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).
Monitor Company and Market Activities
View and receive alerts on significant events such as ratings changes, CreditWatch, Outlook
assessments, M&A rumors, distressed indicators, red flags, company forecasts, transactions, new
customers/products, and many other announcements.

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.
Custom Reports
Easily export your work and supporting research into Word or Excel-based reports.

React Quickly to Events


Key Developments
View details on up to 80 event types per company including ratings changes, CreditWatch and
Outlook assessments, M&A rumors, distressed indicators, red flags, company forecasts,
transactions, new customers/products, and other announcements.
Proactive Surveillance
Receive e-mail alerts on significant events affecting the companies you monitor.
Screening Alerts
Set up alerts of changes to the results of your saved company and transaction screens. View
companies/transactions added or removed since the last time the alert was run. Customize the
display, frequency, and email preferences of your alerts.

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. View short and long-term credit ratings, full ratings
history dating back to 1920, and research into the key risk and performance factors behind the
ratings as well as topical market opinions, sector outlooks, and ratings criteria.
Screening
Screen for relevant issues and issuers based on credit ratings, pricing, covenants, terms,
conditions, financials, and key developments as well as hundreds of other financial and
qualitative screening items.
Macro Perspectives
Access a broad range of country-specific macroeconomic indicators, in-depth global economic
and capital market research, and analyses of rating trends as well as snapshots of the M&A,
equity, and fixed income markets.

Enabling the High-Performing Corporate


Advisor
Capital IQ provides robust web-based solutions that enable consultants, accountants, lawyers,
and executive recruiters to become more effective and efficient at providing client service and
generating new business. We achieve this by deploying client-specific solutions based on the
Capital IQ Platform, a unique combination of global private and public capital market data and
software applications for research, analysis, idea generation, and relationship management.

Download Brochures: Law Firms | Consultants & Advisors | Executive Search Firms

Desktop Research and Analysis


View detailed information on private and public companies, intermediaries, financial sponsors,
officers and directors, and transactions as well as advisor-to-client, company-to-company, and
person-to-person relationship connections across both the private and public capital markets.
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, (ii) generate ideas for clients, (iii) run conflict of interest checks on
situations, and (iv) receive alerts of events that may lead to potential engagement opportunities.
Enhanced Relationship Coordination
Efficiently track all relationships and interactions with prospects, clients, and intermediaries.
Easily capture and share your knowledge and information across various practice areas and
regional offices.

Enabling the High-Performing Wealth


Manager
Capital IQ enables financial advisors and private bankers to methodically target and attract new
wealth creators. Combining comprehensive and timely information on companies, people, and
liquidity events with a broad range of tools for market analysis, idea generation, and relationship
management, Capital IQ serves as a powerful business development platform for wealth
management professionals. Use Capital IQ to identify, prequalify, and connect with a whole new
universe of prospective clients.

Download Brochure
Know Your Clients and Their Markets

Company Intelligence
View in-depth profiles of public and private firms worldwide including financials, officers and
directors, ownership, advisory relationships, transactions, securities, key developments,
estimates, key documents, credit ratings and research, filings, news, and more.
People Intelligence
Look up highly detailed profiles of professionals including biography, contact information,
compensation, education, affiliations, and corporate board memberships.
Industry Immersion
M&A and public offerings tend to spurt in a given sector. Use Capital IQ to prequalify
individuals who will likely benefit from latent liquidity events.

Work More Efficiently

Powerful Financial Analytics


Capital IQ is the primary information platform for many sophisticated professional investors.
Use the same tools to easily analyze company financials, valuations, and market trends.
Reports and Filings
Quickly build custom company reports, download filings, and create 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 Business Development Ideas

Focused Targeting
Use our screening tools to intelligently identify entrepreneurs, senior managers, and investment
professionals who recently have or are about to experience significant liquidity events. Also
screen for intermediaries and other potential referrers.
Key Development Alerts
Receive e-mail alerts of significant events affecting your clients and prospects. We track over 80
event types including M&A rumors, company forecasts, and executive changes.
Enabling the High-Performing Corporate
Executive
Deployed at many of the world’s leading corporations, Capital IQ is a robust information
platform for gathering competitive intelligence, managing M&A/financing projects, and
generating new business leads. Capital IQ uniquely combines comprehensive and timely
information on companies, people, and markets worldwide with a broad range of tools for
analysis, idea generation, and relationship management to significantly enhance its client’s in-
house corporate finance, strategic planning, business development, and sales capabilities.

Download Brochure

Know Your Universe of Companies and Markets

Company Intelligence
View in-depth profiles of public and private firms worldwide including financials, comparables,
officers and directors, advisory relationships, key developments, corporate governance data, key
documents, ownership, securities, filings, transactions, estimates, credit ratings and research, and
more.
People Intelligence
Look up highly detailed profiles of professionals including biography, compensation, education,
affiliations, and board memberships.
Market Analysis
Quickly look up competitors, transactions, active investors, and developments. Also view
extensive industry aggregate statistics as well as charts on M&A, fixed income, and equity
market activities.

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 Business Development Ideas

Idea Generation
Use our screening and targeting tools to intelligently source potential acquisitions, investments,
investors, and intermediaries as well as managers, customers, and strategic alliance partners.
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, distressed indicators, red flags, company forecasts,
transactions, new customers/products, and executive changes.
Screening Alerts
Set up alerts of changes to the results of your saved company and transaction screens. View
companies/transactions added or removed since the last time the alert was run. Customize the
display, frequency, and email preferences of your alerts.