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From the dashboard, the top bar gives you four entry points into the data: PE Firms, Companies, Transactions, and Professionals. Each opens a dedicated search view with filters specific to that dataset.
Search bar
The global search bar at the top works across all four datasets at once. Type a firm name, company name, or keyword, and results are grouped by type so you can jump straight to the right profile.
Saved searches and follows
Two panels on your dashboard track your ongoing research:
- Saved Searches — filter combinations you've saved to re-run later. See saving a search.
- Followed Profiles — firms and companies you're tracking for updates. See following profiles.
Export history
Every export you run is logged here with a timestamp and a re-download link, so you don't need to re-run a search just to get the file again.
Note: Dashboard layout may vary slightly depending on your plan. Trial accounts see the same layout with usage limits noted next to relevant actions.