Salient_Characteristics_Sources_Sought.pdf

Comparable Data Resource (Database)

Salient Characteristics:

Cloud-based database which provides searchable, global private and public company data which includes (at a minimum), o Company financial information o Parent Companies and sub-companies o # of employees o SEC filings o Previous owners o Board of Director information o Incorporations o Registry documents (may be included as optional characteristic) o Company data, to include addresses, telephone numbers, etc.

o Unique identifiers o Summarized company information, including incorporation date o Industry and activities, including codes in local and international classifications o Detailed overviews, available on millions of company records o Company financials in a standardized format o Original filings/images o Projected financials o Financial strength indicators o Standardized credit risk information o Anti-Money Laundering (AML) documentation for financial institutions o Detailed company ownership structures with adjustable percentage thresholds for beneficial ownership o Politically Exposed Persons (PEPs) and Sanctions information on individuals, companies and corporate groups o News linked to companies, with negative stories highlighted o Information on people, including advisors, auditors, board members, directors and other contacts o Mergers and acquisitions information o Private equity portfolios o Private equity data and portfolios o Peer group reports o Information on patents associated with companies o Independent industry market research o Additional sections for listed companies, including ratings, more detailed accounts and stock data o Historical data must go back a minimum of five years

Database must provide 100% sharable data, no restrictions on usage

Data must be searchable by company name, person name, association, location, and type of business

Database must provide a minimum of 75 million European companies’ information, and

150 million companies worldwide

Minimum weekly data refresh

Accessible online from anywhere

Accessibility for concurrent usage (i.e. more than one analyst can search at the same time)

Exportable data straight to email in common format (Microsoft Excel, Adobe PDF, etc)