This text tutorial introduces LexisNexis Prospect Portfolio. It will review some of the many features that make searching for company and industry intelligence easier than ever.

Overview

Prospect Portfolio provides an easy way to generate lists of companies and people, pull industry and market data, view executive biographies, and set up Alerts and review history. Short information forms allow you to do quick tasks that are important to you.  For example, you can create company and people lists, or run searches to learn more about a company or person. You can simply provide a few details and then select the Create or Find button to preview your results.

Pertinent information is easily accessible when you customize the page.

The area on the right side of the form allows you to view and manage lists about people and companies relevant to your prospecting efforts.

Should you require more in depth researching, you can use the More Search Options link.

Tabs at the top of the home page help you easily navigate from one research task to the next. Each tab includes a search form that provides a robust selection of search options such as searching by company name, subject matter, person’s name, title and date.

Support for LexisNexis Prospect Portfolio is easily accessible. At the top of the home page, select the Help link for quick answers to your questions.

Creating Lists

On the Create a List form, you can specify various criteria, including job function, area of specialty, company size, and geographic area.

To generate the Company list, select the Create button on the Homepage.

The Create a List form lets you generate company lists for prospecting, industry intelligence, analytics or procurement sourcing from LexisNexis Company Dossier sources. You can then download the lists to Microsoft Excel.

Use the form to specify the profile of the companies you want on your list. Your search looks for matching companies from a database of over 46 million companies. After you run the search, you can customize your results by adding more attributes to the list such as Dossier ID and executive names.

To get started at the search form, you can select the type of company, such as public, private and/or global. You can limit your list results to headquarters locations only by selecting the Headquarters option. In addition, you can limit your list to companies with revenue over a certain dollar amount or employee size. You can also select industries by SIC or NAICS codes. If you are unsure of which code to use, a list of codes is available from the form. To choose from the list, select either the SIC Lookup or NAICS Lookup link. Then to find a code, enter a search term or select a plus sign to expand the code list in more detail. To add the code to your search, select the OK button.

Learn More Information

With the Learn More form, you can compile a comprehensive profile of a specific company or person, or industry, including key business and financial data, current events, litigation, intellectual property information.

To learn more about a specific company, first select the Company option. Then simply enter a company name or ticker symbol to retrieve your comprehensive report. 

Depending on the company, the report may include many locations and/or subsidiaries. For a more specific search, you can enter additional information such as city or state.

If you check the Headquarters option, the report includes only the company headquarters, not additional locations such as field offices or retail locations. Select Find to create a Report.

The report opens to on a Snapshot of the company. The Snapshot displays company contact information such as address and phone number as well as primary and secondary SIC and NAICS codes. Further down the page, it also includes a convenient at-a-glance overview of the company.

Each report includes a Reports section with links to additional company information. The "In the News" links display in-depth news coverage about your company, business publication reports on the company, marketing and product updates, and so on.

Select the Corporate Hierarchy link to identify corporate structure for corporations and their affiliations or subsidiaries.

The Financial Information link displays in-depth financials, detailed competitive information, updated stock data, and M and A activities. It also gives you access to analyst reports provided by the most prestige names in the business.

Use the Legal Information link to find recent U.S. and Commonwealth case law, Mealeys Reports, and Martindale-Hubbell outside counsel documents.

The Intellectual Property Information link lets you pull up domestic and foreign patents, recent state, federal and international trademarks, and recent U.S. copyrights.

The References link provides source data information and the Custom Report link allows you to select specific information to print or download.

You can access information about company executives directly from the Snapshot by selecting the executive name in the Executives section. This displays the Find an Executive form, with the name of the exective you selected and the company already filled in. You can also access this form by selecting the Executive tab. You can select from a variety of sources for the search, such as Executive Profiles and Negative News. To run the search, select the Find button.

A list of articles meeting your search criteria appears. To access articles from different sources, select the source name from the Result Groups section.

History and Alerts

To stay informed about companies and people that matter to you, you can save a search, set up an alert, or review your history. The Alerts feature allows you to save a search and then schedule it to run as often as youd like.

You can create an Alert from either a company or industry report or the results of an individual executive search by selecting Create Alert.

On the Alert form, first select the type of Alert and enter the name. You can add any additional search terms if necessary. Next, you can select the time for the search to run and the delivery option that best suits your needs. Your Alert is now scheduled to run as youve specified. Youll be able to view the Alert from the History & Alerts tab.

This concludes the LexisNexis Prospect Portfolio tutorial.