Beauhurst fulfills many use cases, and our most successful clients are those who are confident in multiple.
Here’s what similar firms are doing in your space!
If anything below sparks ideas or questions on where to get started, then reach out to your support team, or the wider team via our Intercom live messaging.
Contents
- 🤝 Corporate Finance
- ⚖️ Law
- 🏦 Banking
- 💰 Wealth Management
- 💷 Accounting / Professional Services
- 🔎 Corporate Venturing
- 🎓 Universities & Higher Education
- 🧬 Innovation Agencies & Catapults
- 🏘️ Councils, Growth Hubs, & National Governmental Departments
- 📈 Private Equity, Venture Capital and Alternative Investment
- 🚀 Accelerators & Incubators
- 🕵️♀️ Recruitment & Executive Search
- Headhunters, recruiters and employment specialists
- 🧾 Agencies, Product & Service Providers
- Property, media, software, marketing and PR businesses
🤝Corporate Finance
- Building Buyer and Seller Pools
- Find companies that fit your mandates, using Advanced Search.
- 👟First Step: Build out the search – eg. Scaling Fintechs outside of London
- Find companies that fit your mandates, using Advanced Search.
- Running Company Due Diligence
- Research companies, to better understand their structure, ownership, financial position and transactional past
- 👟First Step: Find a company you care about and click around – eg. Improbable
- Research companies, to better understand their structure, ownership, financial position and transactional past
- Finding Funders
- Spot funders who may be well placed to invest in a client, by looking into their historical investments
- 👟First Step: If you have a company in mind, use MyClients.
If not, then build a Fund Advanced Search – eg. Funds who have backed Life Science companies 5+ times in the past 5 years
- Spot funders who may be well placed to invest in a client, by looking into their historical investments
- Monitor and Retain Existing Clients
- Keep up to date with existing and previous clients, to spot key changes, news mentions and transactions
- 👟First Step: Upload your clients to a Collection – see more here!
- Keep up to date with existing and previous clients, to spot key changes, news mentions and transactions
- Gather Market Insights + Deal Comparables
- Spot key trends in markets of interest, such as the funding coming in, M&A activity and key players.
- 👟First Step: Look at Explore to see trends in funding, acquisitions and more.
Or, build a generic Advanced Search for an Industry of choice, and look at the Statistics tab – eg. All UK fundraisings in the last 6 months
- Spot key trends in markets of interest, such as the funding coming in, M&A activity and key players.
Case Study:
⚖️Law
- Running In-Depth Company Due Diligence
- Research companies, to better understand their structure, ownership, filing history and transactional past
- 👟First Step: Find a company you care about and click around – eg. Improbable
- Research companies, to better understand their structure, ownership, filing history and transactional past
- Finding Companies of Interest to Advise / Guide through Transactions / Invite to Events
- Searching for companies within specific locations, industries and stages of their life cycle
- 👟First Step: Run an Advanced Search for companies that fit your criteria
- Searching for companies within specific locations, industries and stages of their life cycle
- Meeting Preparation + Sharing Key Data Internally
- Ensuring all colleagues have the data they need to win pitches, have more informed conversations, and keep records up to date.
- 👟First Step: Find a company profile, then export and share a PDF (found in the top right), eg. Cera
- Ensuring all colleagues have the data they need to win pitches, have more informed conversations, and keep records up to date.
- Monitor and Retain Existing Clients
- Keep up to date with existing and previous clients, to spot key changes, news mentions and transactions
- 👟First Step: Upload your clients to a Collection – see more here!
- Keep up to date with existing and previous clients, to spot key changes, news mentions and transactions
- Gather Market Insights
- Spot key trends in markets of interest, such as the funding coming in, M&A activity and key players.
- 👟First Step: Look at Explore to see trends in funding, acquisitions and more.
Or, build a generic Advanced Search for an Industry of choice, and look at the Statistics tab – eg. All UK fundraisings in the last 6 months
- To keep on top of a particular market, we’d recommend building a collection and setting up auto-add and key alerts – see more about this workflow in this video!
- Spot key trends in markets of interest, such as the funding coming in, M&A activity and key players.
- Thought Leadership
- Produce content that shows your expertise, builds your brand image and gives you a warmer route into the market
- 👟First Step: Have a look at the types of reports other firms have produced, in our Reports section OR instead pull together some insights of your own (see the Gather Market Insights section above!)
- Produce content that shows your expertise, builds your brand image and gives you a warmer route into the market
Case Study:
Harper Macleod – Scottish Law Firm
🏦Banking
- Finding Companies of Interest to Invite to Events, and Onboard as New Clients
- Searching for companies within specific locations, industries, cash flow position, and growth trajectory.
- 👟First Step: Run an Advanced Search for companies that fit your criteria
- Once you’re more adept with running Advanced Searches, why not try and leverage your network to find warmer connections – see more here!
- Searching for companies within specific locations, industries, cash flow position, and growth trajectory.
- Running In-Depth Company Due Diligence
- Research companies, to better understand their structure, ownership, financial position and transactional past
- 👟First Step: Find a company you care about and click around – eg. Improbable
- Research companies, to better understand their structure, ownership, financial position and transactional past
- Meeting Preparation + Sharing Key Data Internally
- Ensuring all colleagues have the data they need to win pitches, have more informed conversations, and keep records up to date.
- 👟First Step: Find a company profile, then export and share a PDF (found in the top right), eg. Cera
- Ensuring all colleagues have the data they need to win pitches, have more informed conversations, and keep records up to date.
- Monitor and Retain Existing Clients
- Keep up to date with existing and previous clients, to spot key changes, news mentions and transactions, so that you can better cross-sell and retain your current customer base.
- 👟First Step:Upload your clients to a Collection – see more here!
- Keep up to date with existing and previous clients, to spot key changes, news mentions and transactions, so that you can better cross-sell and retain your current customer base.
- Gather Market Insights
- Spot key trends in markets of interest, such as the funding coming in, M&A activity and key players.
- 👟First Step: Look at Explore to see trends in funding, acquisitions and more.
Or, build a generic Advanced Search for an Industry of choice, and look at the Statistics tab – eg. All UK fundraisings in the last 6 months
- To keep on top of a particular market, we’d recommend building a collection and setting up auto-add and key alerts – see more about this workflow in this video!
- Thought Leadership
- Produce content that shows your expertise, builds your brand image and gives you a warmer route into the market
- 👟First Step: Have a look at the types of reports other firms have produced, in our Reports section OR instead pull together some insights of your own (see the Gather Market Insights section above!)
- Produce content that shows your expertise, builds your brand image and gives you a warmer route into the market
Case study:
Coutts – Private Banking and Wealth Management
💰Wealth Management
- Finding People of Interest to Contact and Onboard as New Clients
- Searching for people who have come into wealth, are rich in paper-wealth, or are on a path to become rich (eg. Founder of a late-stage, scaling business)
- 👟First Step: Run an Advanced Search for HNWIs or People of Interest:
- Searching for people who have come into wealth, are rich in paper-wealth, or are on a path to become rich (eg. Founder of a late-stage, scaling business)
- Finding Companies of Interest to Invite to Events, and Onboard as New Clients
- Searching for companies on a growth trajectory, that may be approaching an exit event
- 👟First Step: Run an Advanced Search for companies that fit your criteria
- Searching for companies on a growth trajectory, that may be approaching an exit event
- Running In-Depth People & Company Due Diligence
- Research people and companies, to better understand the scale of opportunity available, whether they fit your proposition, and what growth trajectory they are on.
- 👟First Step:Find a company you care about and click around – eg. Improbable
- OR Explore an interesting person profile – eg. Guillaume Michel Bouchard
- Research people and companies, to better understand the scale of opportunity available, whether they fit your proposition, and what growth trajectory they are on.
- Meeting Preparation & Sharing Key Data Internally
- Ensuring all colleagues have the data they need to win pitches, have more informed conversations, and keep records up to date.
- 👟First Step: Find a company profile, then export and share a PDF (found in the top right), eg. Cera
- Ensuring all colleagues have the data they need to win pitches, have more informed conversations, and keep records up to date.
- Monitor and Retain Existing Clients
- Keep up to date with existing and previous clients, to spot key changes, news mentions and transactions, so that you can better cross-sell and retain your current customer base.
- 👟First Step: Upload your clients to a Collection – see more here!
- Keep up to date with existing and previous clients, to spot key changes, news mentions and transactions, so that you can better cross-sell and retain your current customer base.
- Gather Market Insights
- Spot key trends in markets of interest, such as the funding coming in, M&A activity and key players.
- 👟First Step: Look at Explore to see trends in funding, acquisitions and more.
Or, build a generic Advanced Search for an Industry of choice, and look at the Statistics tab – eg. All UK fundraisings in the last 6 months
- To keep on top of a particular market, we’d recommend building a collection and setting up auto-add and key alerts – see more about this workflow in this video!
- Spot key trends in markets of interest, such as the funding coming in, M&A activity and key players.
- Thought Leadership
- Produce content that shows your expertise, builds your brand image and gives you a warmer route into the market
- 👟First Step: Have a look at the types of reports other firms have produced, in our Reports section OR instead pull together some insights of your own (see the Gather Market Insights section above!)
- Produce content that shows your expertise, builds your brand image and gives you a warmer route into the market
Case Study:
Coutts – Private Banking and Wealth Management
💷Accounting / Professional Services
- Finding Companies of Interest to Invite to Events, and Onboard as New Clients
- Searching for companies within specific locations, industries, cash flow position, and growth trajectory.
- 👟First Step: Run an Advanced Search for companies that fit your criteria
- Once you’re more adept with running Advanced Searches, why not try and leverage your network to find warmer connections – see more here!
- Searching for companies within specific locations, industries, cash flow position, and growth trajectory.
- Running In-Depth Company Due Diligence
- Research companies, to better understand their structure, ownership, financial position and transactional past
- 👟First Step: Find a company you care about and click around – eg. Improbable
- Research companies, to better understand their structure, ownership, financial position and transactional past
- Meeting Preparation + Sharing Key Data Internally
- Ensuring all colleagues have the data they need to win pitches, have more informed conversations, and keep records up to date.
- 👟First Step: Find a company profile, then export and share a PDF (found in the top right), eg. Cera
- Ensuring all colleagues have the data they need to win pitches, have more informed conversations, and keep records up to date.
- Monitor and Retain Existing Clients
- Keep up to date with existing and previous clients, to spot key changes, news mentions and transactions, so that you can better cross-sell and retain your current customer base.
- 👟First Step: Upload your clients to a Collection – see more here!
- Keep up to date with existing and previous clients, to spot key changes, news mentions and transactions, so that you can better cross-sell and retain your current customer base.
- Gather Market Insights
- Spot key trends in markets of interest, such as the funding coming in, M&A activity and key players.
- 👟First Step: Look at Explore to see trends in funding, acquisitions and more.
Or, build a generic Advanced Search for an Industry of choice, and look at the Statistics tab – eg. All UK fundraisings in the last 6 months
- To keep on top of a particular market, we’d recommend building a collection and setting up auto-add and key alerts – see more about this workflow in this video!
- Spot key trends in markets of interest, such as the funding coming in, M&A activity and key players.
- Thought Leadership
- Produce content that shows your expertise, builds your brand image and gives you a warmer route into the market
- 👟First Step: Have a look at the types of reports other firms have produced, in our Reports section OR instead pull together some insights of your own (see the Gather Market Insights section above!)
- Produce content that shows your expertise, builds your brand image and gives you a warmer route into the market
Case study:
🔎Corporate Venturing
- Finding Companies of Interest to Invite to Events, or who might be Strategic Investment Opportunities
- Searching for companies within specific locations, industries, cash flow position, and growth trajectory.
- 👟First Step: Run an Advanced Search for companies that fit your criteria
- Once you’re more adept with running Advanced Searches, why not try and leverage your network to find warmer connections – see more here!
- Searching for companies within specific locations, industries, cash flow position, and growth trajectory.
- Running In-Depth Company Due Diligence
- Research companies, to better understand their structure, ownership, financial position and transactional past
- 👟First Step: Find a company you care about and click around – eg. Improbable
- Research companies, to better understand their structure, ownership, financial position and transactional past
- Gather Market Insights
- Spot key trends in markets of interest, such as the funding coming in, M&A activity and key players.
- 👟First Step: Look at Explore to see trends in funding, acquisitions and more.
Or, build a generic Advanced Search for an Industry of choice, and look at the Statistics tab – eg. All UK fundraisings in the last 6 months
- To keep on top of a particular market, we’d recommend building a collection and setting up auto-add and key alerts – see more about this workflow in this video!
- Spot key trends in markets of interest, such as the funding coming in, M&A activity and key players.
- Thought Leadership
- Produce content that shows your expertise, builds your brand image and gives you a warmer route into the market
- 👟First Step: Have a look at the types of reports other firms have produced, in our Reports section OR instead pull together some insights of your own (see the Gather Market Insights section above!)
- Produce content that shows your expertise, builds your brand image and gives you a warmer route into the market
- Monitor Clients, or Tracking Competition
- Keep up to date with existing and previous clients, or keep an eye on competition and their activities.
- 👟First Step: Upload your clients or competitors to a Collection – see more here!
- Keep up to date with existing and previous clients, or keep an eye on competition and their activities.
Case Studies:
🎓 Universities/Higher Education
- Finding Innovative businesses operating in niche sectors
- Find companies for IP Commercialisation, KTP collaborations, and Event/Workshop attendance
- 👟First Step: Run an Advanced Search to identify the right companies:
- See more examples here: How to find niche companies in specialised sectors
- Finding key people: HNWIs, mentors etc
- Engage local industry experts and Angels for events
- 👟First Step: Identify the right People via the Advanced Search:
- Due diligence on companies
- Streamline your research into financial health, funding history, and ownership
- 👟First Step: Find the company’s profile page using the Quick Search bar, e.g. Akamis Bio
- Impact reporting & HEBCIS returns
- Automatically track follow-on funding, headcount growth, and survival rates of your cohort companies
- 👟First Step: Create a Collection of companies you’re supported/your programme cohorts – see more here!
- Then, check our our dedicated webinar on How Beauhurst can Streamlined your HEBCIs return
- Automatically track follow-on funding, headcount growth, and survival rates of your cohort companies
- Business support – Finding Accelerators and investment opportunities
- Enrich your support offering by identifying recent investors & Accelerators in specialist sectors
- 👟First Step: Check out our guide on How to search for investors, which covers the 2 main ways to find sources of funding:
- If you have a company in mind, use MyClients.
- If not, then build a Fund Advanced Search – eg. Funds who have backed Life Science companies 5+ times in the past 5 years
- Or view all accelerator attendances via the Advanced Search, e.g. All accelerators attended by Innovative Clean Energy companies
- Enrich your support offering by identifying recent investors & Accelerators in specialist sectors
- Sector trend analysis
- Monitor investment trends across hot sectors to feed into White Papers and strategic plans
- 👟First Step: Look at Explore to see trends in funding, acquisitions and more.
Or, build a generic Advanced Search for an Industry of choice, and look at the Statistics tab – eg. All UK fundraisings in the last 6 months
Case Studies:
🧬 Innovation Agencies & Catapults
- Targeted SME discovery for trials or collaboration
- Find IP-rich companies in emerging sectors developing cutting-edge technologies
- 👟First Step: Insert first step and link to search
- Regional innovation ecosystem mapping
- Map out hotspots and clusters of Academic Spinouts, IUK grant recipients, and Patent holders
- 👟First Step: Insert first step and link to search
- Investor matching for portfolio firms
- Enrich your support offering by identifying recent investors & HNWIs across specialist sectors
- 👟First Step: Insert first step and link to search
- Enrich your support offering by identifying recent investors & HNWIs across specialist sectors
- Evidence for impact reporting
- Automatically track follow-on funding, headcount growth, and survival rates of your portfolio companies
- 👟First Step: Insert first step and link to search
- Due diligence on partner companies
- Streamline your research into financial health, funding history, and ownership
- 👟First Step: Insert first step and link to search
- Streamline your research into financial health, funding history, and ownership
- Market intelligence for new programme design
- Monitor investment trends across hot sectors to feed into White Papers and strategic plans
- 👟First Step: Insert first step and link to search
Case Studies:
- How Satellite Applications Catapult Uses Beauhurst to Support UK Space Tech
- How Centre for Entrepreneurs Uses Beauhurst to Establish New Partnerships
🏘️ Councils, Growth Hubs & National Governmental Departments
- Business Intelligence & Business Development
- Understand the full picture of small, medium, and large businesses across your region
- Identify innovative & high-growth businesses within focus sectors and hotspot locations to engage with your support programmes
- 👟First Step: Insert first step and link to search
- Business Support & Due diligence
- Identify struggling businesses to target for support
- Research competitors and signpost businesses towards sources of funding
- Streamline screening and research of inbound companies
- 👟First Step: Insert first step and link to search
- Inward Investment
- Identify foreign-owned companies in your region
- Track high-growth activity & investors in neighbouring regions to spot opportunities for relocation & funding
- 👟First Step: Insert first step and link to search
- Impact Reporting and Sector trends
- Track survival rates, follow-on investment, and headcount growth to quantify the impact of your support
- Set up email alerts to track key events automatically
- Map investment and growth trends to feed into Strategic Planning and White Papers
- 👟First Step: Insert first step and link to search
- Finding key people: HNWIs, mentors etc
- Find founders/C-suites with historic expertise to mentor startups & invite to events
- Target local Angel Investors & HNWIs with sector specialisms
- 👟First Step: Insert first step and link to search
Case Studies: Councils/Local Authorities
- How Beauhurst is Supporting West Northamptonshire Council
- How Beauhurst Helps Ards and North Down Borough Council Support Businesses
- How Basildon Council Uses BeauhurstImpact to Identify High-Growth Companies, Secure Funding, and Build Relationships
- How Lancashire County Council Finds & Supports Scaleups With Beauhurst
Case Studies: National Governmental Departments
- How STFC Measures the Impact of its Startup Incubator Programmes with Beauhurst
- How Beauhurst is Transforming UK Export Finance’s Support for British Exporters
📈 Private Equity, Venture Capital and Alternative Investment
Deal Origination
- Find relevant, high-quality investment opportunities for deal origination
- 👟 First Step: Build out a search for funded, high-growth companies that fit your mandate (e.g. Tech-enabled businesses raising Series A in Manchester).
Entrepreneur & Director Sourcing
- Find successful entrepreneurs, shareholders, and directors for deal origination
- 👟 First Step: Search for key individuals with strong track records in sectors of interest (e.g. serial founders in fintech).
Winning Deals with Data
- Use data to help you win deals: appear knowledgeable, know which questions to ask, approach companies at the right time, and prepare for meetings; monitor companies on your radar
- 👟 First Step: Add target companies to a Collection and set alerts to track news, funding, and people changes ahead of outreach.
Supporting Portfolio Companies
- Use data to help add value to your portfolio companies; track when portfolio companies are raising further investment
- 👟 First Step: Upload your portfolio to a Collection and monitor for fundraising, hiring, or expansion signals.
Competitor Fund Benchmarking
- Track, monitor, and benchmark against competitor funds and their portfolios
- 👟 First Step: Build a search of competitor fund portfolios and compare sector, size, and growth patterns against your own.
Market Trends & Fund Mandates
- Analyse market trends, make data-backed fund mandate decisions, and benchmark against other funds
👟 First Step: Use advanced filters (e.g. sector, geography, turnover, growth rates) to identify emerging market themes.
Data-Driven Marketing & Reputation
Create data-driven content for reputation and marketing campaigns to drive inbound investment inquiries
👟 First Step: Pull insights and statistics from searches (e.g. “Fastest-growing AI companies in the UK”) to build marketing materials.
- Create data-driven content for reputation and marketing campaigns to drive inbound investment inquiries
- Undertake due diligence/screening on prospective investments to understand track record of companies, the key people involved, and to avoid scams/fraud
- Find potential co-investors
- Monitor your investment portfolio, understand portfolio statistics (sector, location, gender, etc)
- Identify deal comparables and benchmarking against other funds
🚀 Accelerators & Incubators
🕵️♀️Recruitment & Executive Search
- Creating Prospect Lists
- Find relevant, high quality clients, in the right sector/location/size/growth profile, with or without certain roles/expertise/actively hiring; find companies to headhunt from
- 👟First Step: Build out and refine your ICP, and then use this to build out a search – eg. Funded, high growth companies in Bristol, with a turnover of 50k-5m
- Key People Searching
- Find potential candidates to place in companies
- 👟First Step: Build out the search – eg. Key people in an active Finance Role for a high growth company based in Bristol
- Client Retention and Monitoring
- Retain clients through tracking of news, events, growth, and people changes; add value to clients through data & insights
- 👟First Step: Upload your clients to a Collection – see more here!
- Running Company Due Diligence
- Research potential clients (people involved, credit rating, financials, etc) to avoid scams/fraud/payment difficulties; research potential candidates (current company & role, previous companies)
- 👟First Step: Find a company you’re interested in and click around eg. Graphcore
- White Space Mapping
- Track and prioritise opportunities uncovered in companies previously worked with
- 👟First Step: Build out the search – eg. Key people in an active Finance Role for a high growth company based in Bristol
- Market Analysis
- Analyse market trends and sector & location statistics, make data-backed business decisions and inform strategy
- 👟First Step: Look at Explore to see trends in funding, acquisitions and more.
Or, build a generic Advanced Search for an industry of choice, and look at the Statistics tab – eg. All UK fundraisings in the last 6 months
🧾Agencies, Product & Service Providers
- Creating Prospect Lists
- Find relevant, high quality clients, in the right sector/location/size/growth profile, with or without certain roles/expertise/actively hiring; find companies to headhunt from
- 👟First Step: Build out and refine your ICP, and then use this to build out a search – eg. Funded, high growth companies in Bristol, with a turnover of 50k-5m
- Finding Warm Leads through Fund Profiles
- Find potential clients through fund portfolios, where you have a relationship with a fund
- 👟First Step: Build out the search – eg. High growth companies who have been backed recently by a certain funder
- Client Retention and Monitoring
- Retain clients through tracking of news, events, growth, and people changes; add value to clients through data & insights
- 👟First Step: Upload your clients to a Collection – see more here!
- Running Company Due Diligence
- Research potential clients (people involved, credit rating, financials, etc) to avoid scams/fraud/payment difficulties; research potential candidates (current company & role, previous companies)
- 👟First Step: Find a company you’re interested in and click around eg. Graphcore
- Market Analysis
- Analyse market trends and sector & location statistics, make data-backed business decisions and inform strategy
- 👟First Step: Look at Explore to see trends in funding, acquisitions and more.
Or, build a generic Advanced Search for an industry of choice, and look at the Statistics tab – eg. All UK fundraisings in the last 6 months
- Bullet points for each one on how the use cases that are most prevalent, and the outcomes of this!
- For more generic UCs, use 2 examples
- Search for companies of interest
- eg. Scaling Fintechs outside of London OR Female Founders of companies securing funding
- Search for companies of interest
- For more generic UCs, use 2 examples
- Have the odd screenshot // make it look pretty!
- Doesn’t need hyperlinks on everything
👋Get in touch with the team
For any more information on the above, or if you have any questions, please speak to your Support team – their contact details will be found in the Help tab on your account.