Financial Data for Investment Research
Verified revenue, employee count, and financial metrics for public and private companies. Used by VC, PE, and equity analysts for portfolio benchmarking, target screening, and comp table construction, without a Bloomberg Terminal.
Portfolio benchmarking
Compare revenue, growth rates, and headcount across your portfolio companies. Include private peers that Bloomberg doesn't cover, all in one data pull.
Target screening
Research acquisition targets and investment candidates programmatically. Pull revenue and headcount for a list of private companies without manually searching annual reports.
Comp table construction
Build comparable company analyses with verified revenue figures. Each data point links to the original filing, so your comp tables are fully auditable.
Pipeline research
Enrich CRM deal pipelines with financial context. Verify a prospect's reported revenue against primary source documents before taking a meeting.
Market sizing
Aggregate revenue across a set of companies to calculate total addressable market. Covers both public leaders and private niche players.
Fund reporting
Support LP reports and portfolio reviews with traceable financial data. Source URLs and confidence scores satisfy data governance requirements.
Why investment teams choose Company Financials
Private company coverage
Bloomberg focuses on listed companies. Company Financials covers private companies (Stripe, SpaceX, OpenAI, Cargill, and thousands more) sourced from annual reports and verified press releases.
Source citations on every data point
Every revenue figure links directly to the SEC filing, annual report, or press release it came from. Your analysis is fully auditable and citable in deal memos and LP reports.
Confidence scoring
Each metric carries a confidence score from 1–10. Scores of 9+ indicate extraction directly from audited financial statements, so you know immediately which figures to rely on.
Fraction of the Bloomberg cost
A Bloomberg Terminal seat runs $25,000–$30,000/year per user. Company Financials starts free (10 credits/month) with paid plans from $25/month. Credits are charged per metric returned, never per query.
Frequently asked questions
How do investment analysts use Company Financials?
Investment analysts use Company Financials to retrieve verified revenue, employee count, and financial metrics for public and private companies. The data supports portfolio benchmarking, competitor analysis, target screening, and comp table construction, without requiring a Bloomberg Terminal subscription.
Does Company Financials cover private companies for investment research?
Yes. Company Financials covers both public companies (via SEC 10-K filings) and private companies (via annual reports and verified press releases). This makes it particularly useful for VC and PE firms that need data on privately held targets.
How accurate is the financial data for investment due diligence?
Every metric is sourced from primary documents (SEC filings, annual reports) and returned with a confidence score (1–10) and a direct link to the source. Scores of 9+ indicate data extracted directly from audited financial statements.