Getting Started With DataFox

Posted in: DataFox, @datafoxco, DataFox Power Features, How To, Company Lists, datafox.co, Product, Walkthrough

[vcrow][vccolumn width="1/1"][vccolumntext]DataFox helps analysts make smarter decisions by delivering predictive insights on private technology companies and sectors.

If you have any questions or would like us to help you put together a sector list, comps, or company insights, reach out to @datafoxco on Twitter or send our team of analysts an email at analyst@datafox.co.

Ways you can use DataFox:

  • Company snapshot at a glance
  • Automated list of comps
  • Finding the most relevant list of prospects using Company Search
  • Stay updated using DataFox Alerts

Company Insights

DataFox company profiles are full of valuable insights:

  • What does the company do?
  • Is the company public, private, has it been acquired?
  • How much money did the company raise?
  • From which investors?
  • How big is the company?
  • What does the executive team look like?

Whether you’re an investor and have an upcoming meeting or you’re in sales and have just a few minutes to prepare for a call, an overview of the company and a centralized place for the company’s news mentions and online presence is just a few clicks away.

1. Uber Profile

Similar Companies

As you familiarize yourself with a company, you start to wonder who are it's competitors?  Who are the potential acquirers? If the company is private, what are the public comps? We algorithmically look at how the company describes itself -- tag it with keywords -- and put together a list of companies that are related.

1.5 Uber Comps

If you want to have a closer look at the companies that are similar, just add them to a list and an automated list of comps will be generated.

1.6 Uber Comps - Add to List

Sector Lists

Whether you’re Prioritizing sale prospects, keeping track of your portfolio, analyzing a sector, or checking out competitors in your space; lists are a core part of the DataFox experience. This section will highlight some of the functionality of the lists, the events feed (your automated analyst) and transition into list creation through Company Search.

1) Sector Insights

As soon as you add a few companies to a list we instantly generate insights on the sector. Leaderboard, top investors, locations, most private funding - and much more - all found on the Insights Tab of the list.

2. Insights Tab

2) Sector Explorer

From the Insights Tab you can take a look at Sector Explorer and visualize the relationship of the companies that you follow with those in related sectors.

3. Sector Explorer

3) Events Feed

We use machine learning and natural language processing to structure unstructured content from hundreds of sources and millions of news articles. Analysts are now empowered to make use of the most telling data without the overhead of spending the time to capture it.

4. Events

For a closer look at the Insights Tab, the Events Feed, and analysis on the startups with the highest private market valuation check out the Billion Dollar Club SlideShare - which includes a complimentary data export that you can download.

4) Data Table

There are many ways to look at data... The universal method is through Excel. This is what we wanted to emulate when designing the look and feel of the Data Table - a spreadsheet where the data columns automatically populate.

5. Data Table

You can also export the visible columns directly to Excel:

5.5 Export to Excel

Creating Lists and Company Search

Now let’s look at how to create a list of prospects from the DataFox Company Search. With Company Search you can quickly generate a list of leads, uncover the industry leaders, and explore any particular sector.

This next section will show you how to create a list directly from Company Search, search by keywords, refine the matches with filters, and use our suggested companies algorithm to put the finishing touches on an exhaustive list.

1) Creating lists directly from Company Search

If you’re looking to find companies in a particular industry or sector it’s best to start with Keyword Search. Then check the Select All box - or pick out companies individually - and click the Add Companies to List blue box that appears on the top left.

You now have the option of creating a new list (enter a name) or adding the companies to an exiting list (start typing an exiting name).

6. Company Search

A note on Sectors: we algorithmically bucket every company in a single sector. Sectors are mutually exclusive. As such, it's often better to start with a Keyword Search and use the Sector classifications as a filter to narrow down the search results into a more manageable and relevant subset.

Keywords on the other hand are not mutually exclusive. Companies today have multiple business units and product offerings. It is not uncommon for larger companies to operate in multiple unrelated industries and a single sector taxonomy is no longer enough. By combining multiple keywords you'll be able to surface the most relevant companies across a variety of traditional industries and sectors.

2) Adding multiple Keywords

The more keywords you add the more comprehensive the search results. In the following example, we expand the scope of the search by adding some of the suggested keywords that complement the initial search:

7. Adding Keywords

3) Keyword Search: “or” versus “and”

At times, a broad sector list is exactly what you’re looking for, and there are other times when a highly focused list is preferred. Using multiple keywords is a great way to do both; but it requires a different approach by toggling over to and in Company Search. This means that a company must be tagged by every one of the keywords entered to be counted as a match. For example:

“Sharing Economy” or Collaborative Consumption → broader search results:

7.1 OR

“Sharing Economy” and Collaborative Consumption → highly relevant, narrow search results:

7.2 And

For an overview of how to use multiple keywords to generate a narrowly focused list of companies take a look at this Company Search post on the DataFox Blog and related slides that you can download on SlideShare.

4) Refining Company Search using Filters

With Company Search Filters you can narrow down search results from the hundreds of thousands to hundreds, or dozens, in seconds. Applying just the right amount of filters (not too restrictive or overly broad) will ensure you search results lead to a manageable list of relevant company matches.

8. Filters

5) Adding companies to existing lists

You might want to combine a list, copy a public list to make edits, or work on a comprehensive list using multiple search batches; adding companies to an existing list is as simple as creating a new one. Select the companies you want to add and start typing the name of the existing list. Select the auto-completed name and the companies are added. If a company is already on the list it will only be added once (no duplicates) so you can add your new search results on top of previous ones.

9. Existing List Add Co

6) Adding Suggested Companies

We algorithmically generate a list of related companies that are not yet on your list. You can add them directly from the Insights Tab or by clicking “Add to List” if you happen to be on the Company Profile.

Adding some of the suggested companies to your list is a great way to ensure that all the relevant companies that you should be paying attention to are added. A common use case is getting ~90% of the relevant matches from Company Search and using the suggested companies from the Insights Tab to capture any relevant companies that may have been left out.

10. Suggested Co

Collaboration and Sharing

Share a list privately to collaborate with a colleague, publish it and allow anyone DataFox user to have (read-only) access. Every list you create is private my default.

1) Public Lists

You can make your lists public by going to Share and clicking Publish It. Publishing your list allows any DataFox user to access it from a direct link, the Search Bar, or from the Public Lists page, but they are not able to make any edits.

When a list is public any user can follow it, which means that companies on the list will be included as part of the weekly email alerts (more on that below).

11. Sharing Public

2) Collaborate on Lists (Private Sharing)

To collaborate with a colleague or another DataFox user privately, invite them by adding their email address which grants them Edit access. Note that you can also invite collaborators to a list that has already been published.

If you’d like to share a list with someone that has yet to sign up for DataFox, just enter their email address and they’ll get an invite with a link to the list/sign up.

12. Sharing Private

3) Manage Your Lists

When a company is part of a list that you follow it will be included in the weekly DataFox Alerts email that updates you on new funding announcements, acquisitions, IPOs, headcount changes, and other relevant milestones for the companies that you added.

You can control which lists you are following and the privacy settings for lists that you've created (public, private, collaborators) from the All My Lists page.

13. All My Lists

Comments, suggestions, interested in a demo? Email at analyst@datafox.co.

--Team @datafoxco[/vccolumntext][/vccolumn][/vcrow]