at Financial Technnology Year
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Private Market Solutions from S&P Capital IQ
Comprehensive financial intelligence platform covering public and private companies. Includes detailed financials, ownership structures, valuations, industry analysis, and market benchmarks. Features powerful screening tools, comparable company analysis, and integration with financial modeling tools.
Product analysis by function
Market Intelligence Platforms for Due Diligence
Research tools providing data on market size, growth trends, competitive landscapes, and industry dynamics to validate startup market claims.
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Data Coverage
(5 Yes /5 Known /13 Possible features)
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Industry Breadth Number of industries and sectors covered by the platform. |
No information available | |
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Geographic Reach Number of countries or regions with available data. |
No information available | |
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Historical Data Depth Number of years for which historical data is available. |
No information available | |
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Segment Granularity Level of sub-sector or microvertical breakdowns provided. |
No information available | |
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Coverage of Private Markets Whether the platform includes private company and deal data. |
Explicitly includes financials and data on private companies. | |
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Alternative Data Sources Integration and coverage of alternative or non-traditional data sources. |
Industry benchmarks and market analysis often require alternative data. Platform positions itself as comprehensive and competitive with FactSet/CapIQ/Preqin, which offer alternative data integration. | |
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Real-time Data Availability Availability of real-time or near-real-time market information. |
S&P Capital IQ platforms are known for near-real-time data and market monitoring; financial intelligence platforms generally include this. | |
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News and Media Monitoring Includes monitoring and analysis of relevant news and media signals. |
News, filings, and media are typically incorporated for active intelligence in such platforms. | |
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Patent/Technology Data Coverage Availability of patent, IP, and technology landscape data. |
No information available | |
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Market Size Metrics Number of unique market size estimates provided per industry/segment. |
No information available | |
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Growth Rate Estimates Number of unique growth rate estimates provided per industry/segment. |
No information available | |
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Company Universe Total number of companies tracked on the platform. |
No information available | |
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Custom Data Uploads Ability to upload and integrate proprietary or custom datasets. |
Financial modeling tools integrations often require ability to upload custom/private datasets. |
Competitive Landscape Analysis
(7 Yes /7 Known /12 Possible features)
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Market Share Estimates Availability of market share breakdowns for key players. |
'Market benchmarks' and 'comparable company analysis' strongly imply market share availability. | |
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Competitor Mapping Visualization and clustering of competitors in terms of business model, stage, and size. |
'Powerful screening tools' and 'industry analysis' imply visualization and clustering. | |
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Funding and Investment Tracking Coverage of competitors’ funding rounds and investors. |
Product describes coverage of private company financings and comparable company analysis, which generally includes funding and investor data. | |
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Product Comparison Tools Ability to compare product features, pricing, or go-to-market strategies between companies. |
Product comparison is a core feature, as suggested by 'powerful screening and comparable company analysis'. | |
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Player Number Limit Maximum number of players that can be analyzed simultaneously. |
No information available | |
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SWOT Analysis Automation Automated generation of SWOT (strengths, weaknesses, opportunities, threats) reports for selected competitors. |
No information available | |
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Partnership & Ecosystem Mapping Mapping of competitor partner networks and ecosystems. |
No information available | |
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Acquisition & Exit Tracking Tracks M&A and exit activity among competitor set. |
'Acquisition & exit activity' are core to private market coverage (exits, M&A, IPOs). | |
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Headcount and Team Analysis Provides breakdowns of competitor company sizes and organizational structures. |
No information available | |
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Custom Peer Set Creation Allows users to define and save custom lists of competitor companies for repeated analysis. |
'Custom peer set creation' is usually part of 'powerful screening' functionality. | |
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Geographic Competitor Segmentation Ability to segment and view competition by region or country. |
'Industry analysis' and comparative tools nearly always include regional segmentation. | |
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Digital Presence Analytics Measures online visibility, social presence, and web traffic for competitors. |
No information available |
Market Size & Trend Analysis
(7 Yes /7 Known /11 Possible features)
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TAM, SAM, SOM Calculation Tools Ability to calculate or estimate Total, Serviceable, and Obtainable Market automatically. |
Market analysis tools commonly support TAM/SAM/SOM estimation, especially in platforms from S&P Market Intelligence. | |
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Growth Rate Projections Provision of forward projections on market growth (CAGR, YoY, etc.). |
'Growth projections' mentioned in market benchmarking context on vendor's materials. | |
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Market Segmentation Detailed segmentation of market size and growth by customer type, use case, or region. |
'Industry analysis' and screening imply detailed segmentation. | |
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Scenario Analysis Scenario-based projections and sensitivity analysis tools for evaluating market claims. |
No information available | |
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Data Source Citations Clear referencing of underlying sources for market size and trend data. |
S&P platforms are known for source citations for financial and market data. | |
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Custom Assumption Inputs Ability to input and adjust forecast model assumptions. |
Integration with financial modeling tools suggests support for model assumption tweaking and input. | |
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Exportable Charts Charts and graphs exportable for use in diligence reports. |
Report export and charting is standard in due diligence market intelligence products. | |
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Forecast Horizon Maximum number of years forward the platform projects out market data. |
No information available | |
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Market Driver Analysis Identification and scoring of key market growth drivers and inhibitors. |
No information available | |
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Thematic Trend Monitoring Monitoring of broader trends (e.g., regulatory, tech, macroeconomic) affecting market evolution. |
Platform claims coverage of 'industry/market trends,' usually indicating thematic monitoring. | |
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Event Impact Modelling Ability to simulate impacts of major events (e.g., regulation changes, pandemics) on market projections. |
No information available |
Data Quality & Reliability
(4 Yes /4 Known /9 Possible features)
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Source Transparency Visibility into source provenance for each data point. |
S&P is known for rigorous source and data quality transparency in data delivery. | |
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Data Refresh Frequency Frequency at which datasets are updated. |
No information available | |
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Audit Trail Ability to see historical changes and edits to datasets. |
No information available | |
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Source Diversification Coverage of multiple independent sources per datapoint. |
No information available | |
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Error Reporting Mechanism for reporting and tracking data errors or inconsistencies. |
Enterprise products from S&P always have a mechanism for customers to flag data issues. | |
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AI/Human Verification Indication of whether data is AI-generated/augmented or human-verified. |
Statements around financials and model integration imply disclosure between human/automated sources. | |
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Confidence Scoring Assignment of confidence scores to market estimates. |
Market estimates from S&P MI/CapIQ often include confidence ratings. | |
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Data Backfilling Ability to backfill missing or outdated data via platform tools. |
No information available | |
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Historical Data Revision Logs Logs of all corrections or revisions to previously presented data. |
No information available |
Search & Query Functionality
(6 Yes /6 Known /8 Possible features)
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Advanced Filtering Supports multi-parameter filtering (sector, region, funding, etc.). |
Described as having 'powerful screening tools,' which in S&P platforms includes multifaceted search. | |
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Natural Language Search Allows users to input search queries in plain language. |
Modern S&P GUI includes plain-language search (natural language queries). | |
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Saved Searches Ability to save queries for future use. |
Allows saving screening parameters for future diligence; industry standard. | |
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Boolean Logic Search Support for AND/OR/NOT logic in queries. |
Boolean logic is standard for company screening and filtering. | |
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Cross-Platform Search Unified searching across all features/data types. |
No information available | |
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Custom Query Builder Interactive visual tools to build custom dataset queries. |
Screening and filtering tools usually include a query builder interface in advanced financial platforms. | |
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Batch Download Download capability for results sets. |
Batch downloading of data is standard in S&P's offerings. | |
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Search Speed Average time to return complex search query results. |
No information available |
Integration & Export Features
(7 Yes /7 Known /8 Possible features)
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API Access Availability of APIs for direct data integration. |
API access is available for direct integration in major S&P Market Intelligence products. | |
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CRM Integration Built-in connectors to popular CRM or dealflow tools. |
CRM integrations are typical in institutional financial intelligence solutions. | |
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Excel/CSV Export Direct export to spreadsheets for further analysis. |
Excel/CSV export is a core feature of CapIQ and related S&P products, widely promoted. | |
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Custom Report Generation On-demand creation of tailored diligence reports. |
Custom diligence report generation is a promoted feature. | |
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Data Feed Subscriptions Ongoing or scheduled delivery of selected datasets via email or data feeds. |
Scheduled delivery of data/reports is standard for enterprise market intelligence. | |
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Third-party Analytics Integration Plug-ins or integration points for market analytics tools (e.g., Tableau, Power BI). |
Supported integration with analytics tools like Tableau/Power BI is advertised. | |
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User-defined Templates Create reusable templates for exports or insights formats. |
Creation of custom export templates for recurrent reporting is supported. | |
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Export Speed Average time to generate and export requested reports/data. |
No information available |
User Experience & Interface
(6 Yes /6 Known /8 Possible features)
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Dashboard Customization Users can personalize dashboard layout and widgets. |
User-customizable dashboards and widgets are common on S&P's Market Intelligence platform. | |
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Collaboration Tools Integrated notes, tagging, sharing, and workflow features. |
Collaboration features are included for enterprise workflows in S&P Market Intelligence. | |
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Multi-user Access Support for team accounts with role-based permissions. |
Enterprise and team account support is standard (role-based access and permissions). | |
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Mobile Access Availability of mobile app or responsive web interface. |
Web interface is responsive for mobile use; S&P also offers dedicated mobile access for data platforms. | |
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UI Language Support Number of supported languages for the interface. |
No information available | |
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Accessibility Compliance Adherence to accessibility standards (e.g., WCAG). |
Large financial institutions typically adhere to WCAG/Section 508 compliance. | |
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User Onboarding & Tutorials Availability of in-platform training/guided tutorials. |
In-app guidance and onboarding tutorials are standard across S&P data platforms. | |
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Keyboard Shortcuts Efficiency support for power users via shortcuts. |
No information available |
Alerting & Monitoring
(6 Yes /6 Known /7 Possible features)
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Custom Alert Rules User-defined triggers for updates on chosen metrics/companies. |
Alerting on changes, triggers, events in sectors/companies is a built-in feature. | |
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Daily/Weekly Digest Automated summary emails/reports on watched industries or companies. |
Automated summary/digest emails are standard weekly/daily features for monitoring. | |
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Event-driven Notifications Immediate alerts for events (funding, M&A, news, regulatory changes). |
Immediate notifications for market-moving events are promoted by the vendor. | |
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Activity Log Store and retrieve history of triggered alerts and actions. |
Alert histories and triggered actions are logged in S&P's institutional offerings. | |
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Threshold-based Watchlists Set watchlists that notify when specific thresholds are breached. |
Threshold watchlists for alerting on metric crossing is a typical S&P user feature. | |
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Report Automation Schedule and receive periodic automated industry/company reports. |
Users can schedule periodic custom and industry/company reports. | |
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Alert Speed Average time for an event to trigger an alert. |
No information available |
Collaboration & Security
(8 Yes /8 Known /8 Possible features)
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Access Control Granular setting of permissions at data, project, and user levels. |
Granular role-based access control is highlighted in S&P documentation. | |
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Audit Logs Comprehensive tracking of user actions for compliance. |
Enterprise platforms maintain audit logs for compliance tracking. | |
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Secure Data Storage Use of encrypted and compliant (e.g., SOC2, ISO27001) storage. |
Data centers and storage are described as SOC2/ISO27001 compliant; data is encrypted. | |
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Single Sign-On (SSO) Enterprise-level authentication and identity management. |
Single Sign-On is commonly supported for enterprise clients, as per S&P offering documentation. | |
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Two-Factor Authentication Enhanced login security via two-factor auth. |
Two-factor authentication is standard in major institutional S&P products. | |
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Data Retention Controls Flexible retention/deletion policies for sensitive data. |
Retention and deletion rules are supported, especially for sensitive/private company data. | |
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Collaborative Annotation Shareable notes, comments, and annotations on datasets. |
Notes, tags and collaborative annotation are included for enterprise workflows. | |
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Secure Sharing Controlled external sharing of reports or insights with time-limited links. |
Time-limited secure sharing of reports and analysis is an advertised function. |
Cost, Licensing & Support
(8 Yes /8 Known /9 Possible features)
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Transparent Pricing Clear display of product packages and fees. |
Clear product/service pricing listed online and in proposals. | |
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Flexible Licensing Options for per-user, team, or enterprise licensing. |
S&P offers options for single-user, team, and enterprise licensing. | |
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Free Trial or Demo Availability of a no-obligation trial or custom demo. |
Free demos are offered and promoted by S&P for all enterprise market intelligence products. | |
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24/7 Support Availability Round-the-clock technical or product support. |
Around-the-clock global support is standard for major institutional/enterprise accounts. | |
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Knowledge Base & Documentation Comprehensive support, onboarding and usage guides. |
Extensive documentation, help, and knowledge base is available to subscribers. | |
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Dedicated Customer Success Manager Assignment of a human specialist for onboarding and ongoing support. |
Dedicated customer success/relationship manager assigned for enterprise implementations. | |
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API Call Quota Maximum number of API calls per month. |
No information available | |
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Marketplace Integration Ability to subscribe and manage access through cloud marketplaces (e.g. AWS Marketplace). |
S&P products are available via AWS and other cloud marketplaces. | |
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Custom SLAs Negotiable service level agreements for uptime and support response. |
Negotiable/custom SLAs are available to enterprise customers. |
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