Attachment 2 (Requirements Checklist Matrix).pdf
PDF 195 KB Posted
- Attached to
- Combined Synopsis Solicitation for Private market data subscription Federal contract opportunity
- Solicitation number
- 50310225Q0094
- Issued by
- Securities and Exchange Commission
About this file
This is a Requirements Checklist Matrix for a SEC Combined Synopsis/Solicitation seeking a private market data subscription. The solicitation requires a comprehensive data subscription with three main components: 1) a data feed, 2) a web-based research platform, and 3) leveraged loan market data. The private market data subscription must cover U.S. headquartered private and acquired/merged companies, including detailed information on deal transactions dating back to 1980, venture capital transactions, investor details, founder demographics, exit terms, fund specifics, and companies' ownership status.
The web platform must provide access to a specified number of users and support advanced features like searching and filtering companies, deals, and people based on criteria such as gender and geographic location, with the ability to export data via an Excel Add-In. Additionally, the subscription must include a leveraged loan market data platform offering primary and secondary market information, daily trading volumes, liquidity details, news and analysis, performance indexes, and transaction statistics. The data covering the period from July 1 of the preceding year through June 30 of the current year must be made available by September 30th of the current year, with monthly data updates and robust privacy safeguards.
View the file
Other files for this federal contract opportunity
| File | Type | Posted |
|---|---|---|
| SEC responses to questions (private market data subscription).pdf | ||
| Attachment 3 (Offeror Verification of Contractual Terms).pdf | ||
| Attachment 1 (SEC Requirements List).pdf | ||
| Combined Synopsis Solicitation 50310225Q0094 (private market data subscription).pdf |
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Text version
SEC Combined Synopsis/Solicitation: 50310225Q0094
Attachment 2 – Requirements Checklist Matrix Private market data subscription
Offeror Name: __________________________________________________
Instructions: Each Offeror shall complete this attachment by marking an “X” in the checklists below to verify whether your company’s subscription product currently meets the requirement or does not meet the requirement. There must be an “X” marked for each requirement and you may provide additional detail in the comment sections to support your responses. This checklist shall be submitted with your company’s written quote submission by the solicitation response deadline.
Please provide any comments/supporting detail regarding your company’s ability to meet the data feed requirements listed in checklist above: ___________________________________________________
Data Coverage and Analysis
Meets Requirement
Does Not Meet Requirement
The subscription shall include information covering all U.S. headquartered private and acquired/merged companies associated with deal transactions dating back to at least 1980 (general information, industry, location, financials, financing history, first and last financing, valuations). Additionally, the subscription shall include at least an annual (ideally quarterly) aggregation of U.S. Venture Capital transactions. Data covering the period from July 1 of the preceding year through June 30 of the current year will need to be retrieved annually by the SEC; this data shall be made available by no later than September 30th of the current year.
Functionality
Does Not Meet Requirement
The data feed subscription shall provide delivery via SFTP that provides the data in flat text or csv files with the ability to easily move the information into statistical software packages like SAS, Stata, R, etc.
The subscription shall provide report and data updates with a minimum of a monthly frequency.
The subscription shall support enterprise access for SEC staff for data retrieved and housed on SEC systems.
The subscription shall allow the data to be pulled into targeted SEC data systems.
The subscription shall provide robust privacy safeguards of user activity, including not monitoring or saving queries for data feed and web platform.
Data Coverage and Analysis (continued)
Does Not Meet Requirement
The subscription shall include deal details, including general deal information, investors, financials, and Lifecyle information for firms from pre-seed/seed to small public firms with identifiers such as “early” or “late” work. Data covering the period from July 1 of the preceding year through June 30 of the current year will need to be retrieved annually by the SEC; this data shall be made available by no later than September 30th of the current year.
The subscription shall include investors (investor information, locations, investments’ information, fundraisings, limited partners). The subscription shall include aggregate information on first-time investors, emerging investors, non-traditional investors for the Venture Capital deals.
The subscription shall include private market founder demographic and biographical characteristics, including aggregate information on investments to “women-owned” and aggregate information based on location (rural vs urban or MSAs).
The subscription shall include detailed coverage on terms of exits. For Venture Capital exits, the subscription shall include type of exits such as M&A, IPO etc., and aggregate demographic data of founders participating in an exit.
The subscription shall include investor details related to capital formation, including aggregate information on investments to “women-owned”, type (i.e.
angel etc.) and size of investment, and aggregate data on first-time investors, emerging investors, and nontraditional investors.
The subscription shall include fund specific information (general fund info, investments, returns). Specifically, for the Venture Capital industry, the subscription shall include aggregate fund details such as fund size, median and average time to close etc., and average and median time between funds.
The subscription shall include limited partners (general info, location, commitments, allocations).
The subscription shall include details about fund information and performance, including average and median fund length
The subscription shall include private financing transactions for those companies that subsequently initiated an IPO registration or went public. The data feed shall incorporate complete data on such transactions, including companies that are now in the IPO process or have gone public since they originally pursued private financing. The criteria for ownership status shall include “In IPO registration” and “Publicly Held” companies. Private financing transactions that involve companies that have not gone public shall continue to be included.
The subscription shall include “out of business” entities and their associated deals.
Please provide any comments/supporting detail regarding your company’s ability to meet the data coverage and analysis requirements listed in checklist above: ___________________________________
Web Platform
Does Not Meet Requirement
The subscription shall provide access to a specified number of users to a web-based research platform that provides access to a complete database of private market data.
The web platform database of private market data shall include at a minimum:
Information covering all U.S. headquartered private and acquired/merged companies associated with deal transactions dating back to at least 1980 (general information, industry, location, financials, financing history, first and last financing, valuations). Additionally, the subscription shall include at least an annual (ideally quarterly) aggregation of U.S. Venture Capital transactions. Data covering the period from July 1 of the preceding year through June 30 of the current year will need to be retrieved annually by the SEC; this data shall be made available by no later than September 30th of the current year.
Deal details including general deal information, investors, financials, and Lifecyle information for firms from pre-seed/seed to small public firms with identifiers such as “early” or “late” work. Data covering the period from July 1 of the preceding year through June 30 of the current year will need to be retrieved annually by the SEC; this data shall be made available by no later than September 30th of the current year.
Information about investors (investor information, locations, investments’ information, fundraisings, limited partners). The subscription shall include aggregate information on first-time investors, emerging investors, non-traditional investors for the Venture Capital deals.
Information about private market founder demographic and biographical characteristics, including aggregate information on investments to “women-owned” and aggregate information based on location (rural vs urban or MSAs).
Detailed coverage on terms of exits. For Venture Capital exits, the subscription shall include type of exits such as M&A, IPO etc., and aggregate demographic data of founders participating in an exit.
Investor details related to capital formation.
Fund specific information (general fund info, investments, returns). Specifically, for the Venture Capital industry, the subscription shall include aggregate fund details such as fund size, median and average time to close etc. and average and median time between funds.
Information about limited partners (general info, location, commitments, allocations).
Details about fund information and performance, including average and median fund length.
Information about private financing transactions for those companies that subsequently initiated an IPO registration or went public. The data feed shall incorporate complete data on such transactions, including companies that are now in the IPO process or have gone public since they originally pursued private financing. The criteria for ownership status shall include “In IPO registration” and “Publicly Held” companies. Private financing transactions that involve companies that have not gone public shall continue to be included.
Information about “out of business” entities and their associated deals.
Web Platform (continued)
Does Not Meet Requirement
The platform shall support searching and retrieval of companies, deals, and people based on specific filters or screening criteria including gender and geographic location.
The platform shall support the ability to export data and interact with the data via an Excel Add-In.
Please provide any comments/supporting detail regarding your company’s ability to meet the web platform requirements listed in checklist above: ______________________________________________
Leveraged Loan Market Data, Aggregate Statistics & Commentary
Does Not Meet Requirement
The subscription shall provide access to a specified number of users to a web-based research platform that provides access to a complete database of leveraged loan market data.
The platform shall provide primary and secondary market information on leveraged loans, individual transactions and aggregate statistics, daily trading volumes, and information about the liquidity of the market.
The platform shall include timely news and analysis of the leveraged primary and secondary loan markets.
The platform shall provide relevant index(es) that track the performance of leveraged loans.
The platform shall provide statistics and detailed information about leveraged loan transactions.
The platform shall support the ability to export data and interact with the data via an Excel Add-In.
Please provide any comments/supporting detail regarding your company’s ability to meet the leveraged loan market data requirements listed in checklist above: _______________________________________
End of document
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