The Browser Extension allows you to identify and access key company data directly from external websites. It’s supported by Chrome, and all Chromium-browsers including Edge and Arc. This tool is particularly useful for quickly checking if a website matches a company in your platform database and, if not, adding the company manually.

The Browser Extension allows you to save time in gathering vital information like company size, funding rounds, or key contacts; providing an easy way to cross-reference information with the data in your instance, and ensuring you have the most up-to-date understanding of your investments and target companies.

You can change the extension display within the “Options” menu. By default “Slim panel” option is on, however if you prefer a wider view you can toggle this feature off.

💡 You can always access detailed step-by-step instructions for the Browser Extension in-app from your user menu.

💡 Prerequisites:

• Use the provided link as the Browser Extension is not searchable. Be sure to pin the extension for quick access.
• You need to be logged into your platform account.

Step-by-Step Guide:

• Visit the Browser Extension page and click “Add to browser” to install
• Click on “Add extension” when prompted
• Access the extension from the Extensions panel (puzzle piece icon) on any website
• On first use, enter your specific platform URL in full (for example https://my-company.ai) and save. You may need to log in to your account.
• Open the extension on a company website to view its profile.

Tips and Tricks:

• Once installed, you can edit the URL anytime via the “Options” menu in the extension. Remember to save changes.
• If a company isn’t ingested in the platform, you can use the form that appears to add it directly. Note that the upload may take some time.
• After adding a company, refresh the page or revisit later to view the updated profile.

Glossary

Your platform offers a holistic view of all your company data points, integrating information from your data sources and Custom Properties in a single overview. Make the best out of it by:

• Choosing the columns you wish to see using the “Customise table” button on the top right and/or changing the columns order by dragging the headers, allowing for a swift initial evaluation and a deeper exploration of interesting companies
• Interrogating the data by sorting the columns within the table that have this option available, giving you a comprehensive review from multiple angles
• Picking your desired UI by switching between display modes, with a “Compact display” option available to fit the content and controls within your screen size
• Identifying at a glance your prioritised sources from the available selection of data sources. Within each cell, when a data point is displayed in bold, it signifies that it comes from a preferred source.
• Quickly access the key external pages for each company by clicking the icons provided under the company name, such as the website, LinkedIn and CRM record.

💡 Any customisations you make will also apply to the Collections page and vice versa, as the configuration is shared.

To use Quick Filters, simply select the desired Filter and fill in the criteria you wish to apply

Step by Step

• Head to “Companies” menu
• Click “All Companies”
• Select a Quick Filter and enter your search parameters and conditions (for more details, see below this section)
• Click “Search”
• View the results within the table
• You can then continue to populate different filters to refine your results or use the “+” button to include and search for additional filters.

Depending on the filter, we support:

• Searching for the inverse query by clicking “does” / “is” toggle to turning it into “does not” / “is not”
• Switching the operator from “equal to” to “include”, where an “include” allows you to search using multiple values, acting similarly to an “OR” condition.
• Numeric filters have further relation conditions available, such as “greater than”, “less than”, and “between”.
• When using a dropdown with a condition that supports multiple values (e.g. “include”), holding down the “Control” or “Command” key when clicking allows you to select several values without having to close it.

Please notice that the following conditions are defaulted in Quick Filters (you’ll need to convert them into Advance Filters if further customisation is required):

• Quick Filters that refer to dates only offer Dynamic date intervals (e.g. “Today” or “7 days ago”).
• For Quick Filters that include different years of records, the “Only Latest” condition will be applied in the background. This will only appraise the latest record for the corresponding filter field when deciding which Companies / Transactions / Articles to return e.g. where a company has Revenues for 2022 and 2021, only 2022 would be considered.

Once you’ve landed on a nice set of applied Quick Filters, simply click the “Save Filter View”. After that, you can access the View from the “Select View” drop-down and see your saved Quick Filters. Any modifications will be temporarily kept, so make sure to save any relevant changes.

Step by Step

• Head to “Companies Page
• Click “All Companies”
• Add Quick Filter(s)
• View the results within the table
• Click on “Save Filter View”
  • Enter your View name
  • Toggle on “Create alert for this view?” if you wish to receive alerts of new companies matching your filters
  • Choose the visibility for your View
  • Click on “Create view”

💡 Customise your table to hide or highlight different results!

You can favourite up to 12 Quick Filters, which will add them to your default set on the “All Companies” page and pin them to the top of the filters dropdown.

Step by Step

• Click on “+” button
• Click on the star icon to move the Quick Filter to the top of the list and add it to the default set
• Click on the star again to remove it from defaults/favourites

Syfter Advanced Filters give users significantly more sophisticated filtering options, including the use of filter Groups, Latest Only record matching as well as other special matching conditions.

If you’ve used nested AND/OR conditions in Excel, or if you’ve any experience of working with Database queries, we think you’ll like this!

Step by step guide:

• Click “News Page”
• Press “All News”
• Press Advanced Filters
• Select Filter(s) from the sidebar and fill in the required fields
• Press “Search”

Step by step guide:

• Click “News Page”
• Press “All News”
• Create your desired view using Filter(s)
• Press “Save Filter View”

By creating customised email digests, you receive consolidated updates relevant to your company workflows, improving efficiency and decision-making processes. You can tailor the digest you create using any combination of these three elements:

1. Companies: choose up to three Company Views and Company alerts.
2. Articles: Select up to three News Views, and receive articles matching those views in your digest.
3. Actions: Include upcoming actions from your assigned company tasks.

💡 Prerequisites:

• Ensure that you have existing alerts and news views to choose from when creating the digest
• Make sure your naming conventions are clear so that you can easily select which alerts you wish to include

Step-by-step guide:

• Click “Alerts & Emails Page”
• Click “+ Setup Email Digest”
  • Choose “actions”, “companies”, or “articles”
  • Select the “Alert”
• Press “Next Step”
  • Enter “Email Frequency” and “Time”
  • Enter “Name”
• “Confirm Digest”

Tips and tricks/Best practices:

• Customise the frequency of your email digest to suit your schedule – choose from daily, every weekday, weekly, or even a custom timing.
• Don’t forget to give your digest a distinctive name. This personalisation ensures you receive updates at the most convenient time for you, keeping you informed without disrupting your workflow. You can also edit this by clicking the pencil icon

Creating a collection allows you to have a saved static view that you can easily filter.

💡 Prerequisites:

• Be sure to make the status Private if you don’t want this shared with all users 

Step-by-step guide:

• Head to “Collections Page”
• Press “+ Manually” icon
• Add Name
  • “Name”
  • “Visibility”
  • “Description”
• Press “Save”
• To add a company click into the collection
• Press “+ Manually” icon
• Search for the company you wish to add
• Press “Save”

Tips and Tricks/ Best Practices:

By opting to add more details, you can edit aspects such as the collection type, start and end dates, as well as the specific country.

In this section, you have the capability to directly upload your CSV into your platform, which spares you the effort of manual data entry. This feature enables rapid access to a unified view of your information within the platform.

Step-by-step guide:

• Head to “Collections Page”
• Press “+ CSV”
• Click “Download” icon on your browser
• Drag CSV file into the drop CSV file area
• Awaiting Upload will then pop up
• Press collections (optional) tab
• Press “+ New Collection”
• Enter Name Visibility and description with the option to add more details
• Press Save