Great tool for the M&A sector
February 23, 2018

Great tool for the M&A sector

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with S&P Capital IQ

The junior staff in the investment bank I used to work for was responsible for creating initial pitch books and presentations on potential clients. S&P Capital IQ was very helpful next to other tools like Bloomberg Terminal to acquire important financial information and quick resumes whenever needed and WHERE EVER needed. With Bloomberg, you have to do this through the terminal, where CapIQ is browser based.
  • You can use it on any device, and do not have to go to a terminal and leave your desk.
  • Interactive PDF reports can be exported, Bloomberg is not that good at this.
  • Balance sheets, Profit & Loss Statements and so on.
  • Sources. In Bloomberg, when you click on a figure anywhere it leads you to the source. That is a great feature, as in finance everything has to be backed with the original source.
  • Cannot always find the needed information, the menu is too complex.
  • We were a boutique investment bank, so it helped multiple people doing their job at the same time instead of waiting for a turn on the Bloomberg terminal.
  • Brought more interactive reports in PDF format to the table.
  • Saved some money, if I have to go basic.
  • bureau van dijk, Bloomberg Terminal and Mergermarket
The most common report in my business back then was the "company profile". We usually wasted hours in research and design of basic information for a 2 page company report, where CapIQ compiled it in 2 seconds and we just had to redesign it in our presentations. It saved us days.
S&P Capital IQ is very good for office environments, where the employees have to log in from different machines and locations. Everyone gets login information and uses the devices on hand, while if you only have Bloomberg you are bound to a terminal. The information is reliable for initial itching but has to be double checked for anything further of course.