A financial data tool that actually works!
November 29, 2017

A financial data tool that actually works!

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with S&P Capital IQ

I have used Capital IQ to do proper valuations of various companies we were trying to sell in the Healthcare space. This resource allowed me to finish my work more accurately and quickly than I could have done without the tool. It also provided me a lot of help when constructing the buyers list for a sell-side M&A transaction.
  • I really enjoy the screening tool and getting a sense of certain types of transactions that have occurred in the market.
  • I really like the company descriptions to get a sense of what the company does.
  • I found the private equity profiles, their investment criteria, and fund size extremely helpful when creating a buyer's list.
  • Sometimes the tool does not bifurcate the data as you need it when running the screening tool. For example, I cannot pull a certain advisor and its physical address. It would allow me to pull all advisor addresses on a deal.
  • It has saved me a ton of time and allowed me to close more deals faster.
  • bloomberg
It's ease of use and customer support is superior to anything that is in the market. It also seems a lot more accurate than the other tools I have used.
I think Capital IQ is great for financial analysis and determining the valuation of a company. It is also great for learning about a business and determining other comparable companies in the same industry. It can also be a value add to a sales force that is trying to identify certain types of companies they want to target/sell into.