The CRM has received a significant upgrade in the latest edition of USP Data. The CRM remains the best place to save your work. CRM projects can be viewed directly on the list view and exported or pushed through one of the new templates you are able to define. A big change is the manner...

Templates are a new addition to USP Data. The idea is that any data displayed in the List View can be viewed or exported using a template which you can define to exactly suit your purposes: You can select the exact data of interest from USP Data You can order the columns in the template...

The Find a Firm side tab which provides access to the latest information on all the live companies at Companies House has been improved by: Allowing the search returns to run to 10,000 records rather than just 300 Listing the SIC code report as well as the researched report in which each company is listed...

Just as a carpenter needs a saw in the toolbox to be taken seriously, anyone researching UK companies needs a tool like USP Data. Access to the latest information in an intuitive format is a pre-requisite if progress from research to analysis is to be swift. The definitive analysis of the list of suitable companies...

Using keywords can be a great to identify the companies likely to be of interest.  Of course the quality of the data being searched needs to be high and even then care needs to be taken if keyword searches are to result in useful suggestions.  The latest update to USP focuses on adding powerful options...

Assessment of business plans, corporate acquisitions or disposals and refinancing will all require due diligence investigations to confirm the facts being represented in the matter under consideration.  This will require a tool or series of tools which allow an independent audit of the information being presented so that it may be confirmed in both hard...

The sales funnel is a familiar concept which tracks the conversion of new contacts from suspects to leads to prospects and then to customers.  This is typically represented as a cone with lots of leads being fed into the top of the cone and a much smaller number of customers resulting at the bottom.  The...

As you know Company Law allows “Small Companies” an option of disclosing less information at Companies House.  This means that there is imperfect information in the public domain for SME firms. Companies House is the only verifiable source of financial data on privately held companies.  As a result most of the attention is on the...

Valuation is a tricky business!  In a world of perfect information all risks are known, alternatives can be compared with certainty and cashflows can be discounted to provide the value of a firm. AI could be used to accurately land on a valuation which accounted for all the factors. It is clear that such perfect...