Using S&P NetAdvantage to Screen for Companies, including PE/VC and Private

You can use S&P’s Screening option to create targeted lists of different company and investment types.

For example, to identify a list of PE/VC companies in Atlanta, follow these steps:

  • Click Screening tab at top of page
  • Click Company Screening
  • Look to far right upper part of the screen – click “Go to old Screen Builder
  • In Company Details section, click Investment Type
    • NOTE: click on Company Types for more criteria, including Private Companies
  • In Screening Criteria: Investment Type box, double click Private Equity and Venture Capital Investing

Note: Your selections should appear in the Selected Items box to the right

  • Click Add Criteria button
  • Continue adding filters
  • For example, click Geographic Locations
  • Keep expanding United States and Canada down to Atlanta area
  • Add that location, click Add Criteria button
    • Each time you add new criteria, your selection(s) will display at the bottom of the screen with a count of the number of companies.

  • Click the number of matches to view list of companies.

View Company Profiles

Click on link to a company to view the profile.  Information includes: financials, direct investment criteria, strategy, key professionals, and current & pending investments.

Download Company List

To download the list of companies from your search:

  • Click Add/Edit Display Columns to customize the data fields you want to download
  • Select the desired columns
  • Select Excel, click GO at the top of the company list