S&P Capital IQ Platform

User Guide

For client support:

Chat : contact us button up right on platform
Phone: +44 0207 176 1234
Email: [email protected]

Permission to reprint or distribute any content from this presentation requires the prior approval of S&P Global Market Intelligence.
Not for distribution to the public.
Key Differentiators & Benefits

Analyze companies with top accurate data Find additional exit opportunities via our Find
Buyers tool
Generate investment ideas via the Screening
tool Monitor your market and stay up to date with
trends and opportunities via Watch Lists
Feed your models directly via the Excel plug-in
and save time by automatizing your workflow Access reports from our brokerage,
independent, and market research providers
Chart any data with the help of our different
charts Generate comps with our Quick comps
algorithm (works for transactions, companies,
Contact our 24 hours Client Support by mail, fixed income, news)
phone or chat

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Getting started
1. Logging in 11. Key Developments
2. Navigating Homepage/Dashboard 12. Annotated Stock Chart
3. Navigating a Company Tearsheet 13. Quick Comps
4. Auditing Financials 14. Screening
5. Estimates 15. Find Buyers
6. Transaction Details 16. Market Analysis
7. Fixed Income Summary 17. Office Plug-in Download
8. Ownership Details 18. Excel Templates
9. Professionals 19. Training and support
10. News, Events & Transcripts

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1. Logging in GO BACK TO
SUMMARY

To login to S&P Capital IQ, go

to www.capitaliq.com and
enter your username and
password

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2. Navigating Homepage/Dashboard GO BACK TO
SUMMARY

To search
for public, 24 hours
private Client
companies, Support
indices, (chat, mail,
people, type phone)
the name in
the search
box

Setup and
choose your
dashboard Add custom
welcome widgets to
page your
dashboard

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3. Navigating a Company Tearsheet GO BACK TO
SUMMARY

Customize page, download

latest financials and export
data

All the relevant information on a company will be

shown in the Left bar (Financials, Estimates,
Transactions, etc.)

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4. Auditing Financials GO BACK TO
SUMMARY

Click on any financial item to see details on

data standardization

Clicking on a underlying figure will open the

latest report from which the data has been
taken

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5. Estimates GO BACK TO
SUMMARY

Create your own customized consensus

View the estimate based on the consensus of our

contributors

Audit the detailed breakdown of the consensus.

Download analyst report directly here

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6. Transaction Details GO BACK TO
SUMMARY

Customize and view a summary of M&A

transactions, Buybacks, IPOs and Spin-offs

Click into the date to get additional information

on the deal: synopsis, size, multiples,
advisors, filings

Once on a transaction, use our Quick

Transaction Comps or Find similar transactions
tools to find transaction comps

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7. Fixed Income Summary GO BACK TO
SUMMARY

Click on the maturity date of each security to get

pricing, ytw, covenants, etc.

Get a 360° view of the debt profile of a company

Expand each security for a detailed overview of terms

& conditions

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8. Ownership Details GO BACK TO
SUMMARY

Get a detailed view of positions with %, position date

and history of holdings

Access public and private ownership data via the

investors tab

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9. Professionals GO BACK TO
SUMMARY

Scope of information includes education, biography,

contact data, board membership, etc.

Deep profiles
of Instantly map out a person’s relationship
executives, network via Relationship Tree or path
board functions
directors,
and
investments
professionals

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10. News, Events & Transcripts GO BACK TO
SUMMARY

Click on the Events Calendar and add company

events of your choice directly into Outlook

PDF, Word, Audio and presentations transcripts

available

See competitors transcripts in one click

View filtered News, Event Calendars,

Transcripts and Key Developments

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11. Key Developments GO BACK TO
SUMMARY

Click on each date to obtain more details

or click on the « + » button to just see
synopsis

View filtered News, Event Calendars,

Transcripts and Key Developments

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12. Annotated Stock Chart GO BACK TO
SUMMARY

Choose the metrics you want

to chart

Compare your company with

another one or with indices
Export it to Excel
(graphs and data)

Select the annotation of your

choice

Charting tools including annotated

charts with potential market
moving headlines

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13. Quick Comps GO BACK TO
SUMMARY

Quickly visualize a company

information via the « i » button
and look for additional comps via
the « QC » button
Set up your own visualization
templates and add companies
you want to compare

Get a quick list of company comps

and directly compare them with
each other

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14. Screening (1/2) GO BACK TO
SUMMARY

Easily navigate between different

screener types while keeping filter
criteria

The Screening tool

allows you to filter
out the whole
database of
Companies,
Transactions,
People, Fixed
Income, Equities
and Key Devs

Filter with 1000+ criteria data points:

industry, geography, business
description, financials, estimates,
ratios, key devs, firm type, etc.

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14. Screening (2/2) GO BACK TO
SUMMARY

Easily edit your criteria

Visualize your results quickly,

create tailor-made templates ans
save screens to receive alerts,
share them with colleagues or
integrate within Excel

Double check your criteria via the « Where

is my company? » button and adjust them
to have the most precise result, or simply
check if the company of your choice
matches your criteria

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15. Find Buyers GO BACK TO
SUMMARY

Green check makes the criteria

compulsory whereas grey checks
makes it optional

The more of these criteria a buyer meets,

the higher the score will be.
Easily access the underlying investments
by clicking on « + »

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16. Market Analysis GO BACK TO
SUMMARY

Market Analysis provides industry

details, financial aggregates,
performance, news, upcoming
events and transactions

Works with tabs and widgets

like the dashboard
homepage

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17. Office Plug-in Download GO BACK TO
SUMMARY

Download the Office (Word, Excel,

Powerpoint) plug-in. This may need
in some vases your IT/MIS
department admin rights depending
on your computer networks

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18. Excel Templates GO BACK TO
SUMMARY

Right-click to audit financials and

reach same calculation details as
on the platform.
Click then on hyperlinks to reach to
the source document

Once Plug-in installed, use it

instantaneously on Excel with our
formula builder and templates
(more than +180)

Capital IQ’s modeling team is

available to create and convert
models for you. To create a model,
please contact our client support
team (mail, chat or phone)

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19. Training and Support GO BACK TO
SUMMARY

Help Section on the platform - https://www.capitaliq.com/help/sp-capital-iq-help.aspx

Training Webinars and recordings - https://www.capitaliq.com/help/sp-capital-iq-help/training-
webinars.aspx
Training Videos: https://www.capitaliq.com/help/sp-capital-iq-help/training-videos.aspx
Client Chat : IM Client Support (contact us button up right on platform)
Calling our Client Support Team – +1 888 806 5541
Emailing our Client Support team – [email protected]

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Permission to reprint or distribute any content from this presentation requires the prior approval of S&P Global Market Intelligence.
Not for distribution to the public.
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