How is the Platform Structured?
The Platform is organized into 7 tabs at the top of the screen, allowing users to navigate between pages with each tab dedicated to specific functionalities:
Dashboard: A customizable landing page that summarizes key Platform features such as CREO Dealflows, news, and reports.
Companies, Funds, Investors, and CREO Dealflow: Data analytics and searchable lists of data entities with filters, graphs, and visuals to view areas of interest. The database is updated daily to reflect up-to-date data on companies, funds, and investors.
Library: A repository of reports, news feeds, and AI tools for summaries and industry insights.
Experts: A searchable directory of experts in climate, sustainability, and impact investing areas.
Testing a toggle
Heres the toggled contnt
Testing a toggle
Heres the toggled contnt
Dashboard
The Dashboard is the default landing page of the Platform. It contains a preview of the other 6 tabs.
Customization: The Dashboard can be customized by users to choose specific subsets of interest of reports, news sources, dealflow companies and funds, and recently closed deals from Crunchbase.
Entity Count Wheel: Displays the total number of all companies, funds, investors, and CREO deals in the Platform database.
Screenshot: Entity Count Wheel
Library Reel: Highlights of recently uploaded reports.
- Click View All to visit the Library tab.
Recent CREO Dealflow: Displays recent investment opportunities, including summaries, funding stages, and impact goals pulled from the CREO dealflow.
- Click to view Raise Card or View All to navigate to CREO Dealflow tab.
Recently Closed from Crunchbase: Displays recently closed raises from Crunchbase-sourced companies.
- Click View All to navigate to Library tab.
Recent News: Highlights articles based on user-selected RSS feeds from Settings.
- Click View All to navigate to Library tab.
‘Report an Issue’ Button: Submit issues/feedback or upload new reports via a quick form.
Companies Tab
The Companies tab allows users to access and analyze data on over 14,000 companies. This includes data from Crunchbase (12,000 companies) and CREO’S Dealflow and Member Portfolios (2,000 companies).
Use the left-side ribbon to filter the Companies dataset.
Customization: Users will be able to save custom filters to revisit later, display them on their dashboard, or share with their team or organization.
Use the top-right ribbon to switch between three views for the dataset: Overview, Analytics, or List View.
Screenshot: Ribbon of Overview, Analytics, List View
Views:
Overview: Visualize the company database breakdown by categories such as Vertical, Business Activity, Impact Strategies, Impact Goal, Investment Stage, HQ Region, and Diversity.
- Export any visual directly by clicking on the (((( icon.
Analytics: Access interactive graphs that display company timeseries datasets across variables such as Vertical Focus, Business Activity, Impact Strategy, Impact Goal, and HQ Region.
Funding Trends: Visualize total fundings by a quarterly basis by categories such as Vertical, Business Activity, Impact Goal, and HQ Region
- Toggle Q1-Q4 to remove/add to view
List View: View all companies in a searchable table format. Use the Search Bar to capture specific words in company descriptions, products, or industries.
- Toggle columns to display only relevant data.
- Export the table data by clicking the (()) icon.
Screenshot: Customize Columns and Export button of tabular data from List View
Company Cards
Clicking on a company name will open a Company Card, which displays:
- A description and overview section with basic company details (headquarters, website, etc.).
- CREO-specific data, such as Taxonomy classifications and if they are in a Member Portfolio or Member Diligence.
- A list of the company’s investors (via Crunchbase).
- Funding timeline with past and current funding rounds, including closed rounds from Crunchbase and current/past rounds submitted through the CREO Dealflow Opportunity.
Screenshot: Company Card
Funds Tab
The Funds tab provides data and visual insights into 900+ CREO-sourced funds, including Dealflow opportunities and member investments.
Use the left-hand ribbon to filter the Funds dataset.
Note: You can filter for all CREO Dealflow funds by selecting the CREO Dealflow filter to Yes. This will show all funds that have been verified as relevant by the CREO Investment team. You can filter the list of Dealflow funds by Publish Date in the table view.
Customization: Users will be able to save lists of custom filter views, view the list on their dashboard, and share with their team or organization.
Use the top-right ribbon to switch between three views for the dataset: Overview, Analytics, or List View.
Overview: Contains Marimekko chart of funds to visualize data by Vertical, Impact Goal, Asset Class, Geographic Focus, or Manager HQ.
- Click into a square to generate an expanded view of Marimekko charts.
- View summaries for each asset class on the left-hand column.
- Click into each square to view the Fund Card View.
Analytics: View bar plots and other analytics for fund distribution by Vertical, Impact Goal, Asset Class, Geographic Funds, or HQ Region.
- Each variable view will have bar plots displaying the number of funds and fund allocation.
- Displays the total distribution of funds on the right-hand bar of each plot.
- Click each bar to generate a sub-layer bar plot. View lists of funds in a table format.
- Click each sub-layer bar to generate an associated list of funds.
List View: View and search all funds in a searchable table format. Use the Search Bar to capture specific words.
- Toggle columns to display only relevant data.
- Export the table data by clicking the (()) icon.
- Click on the Parent field to navigate to a pop-up Investor Card of the parent investor.
- Click on the fund name to see pop-up details of the Fund Card.
Fund Cards
Clicking on a fund name will open a Fund Card, which displays:
- A description and overview of fund details (Verticals, Asset Class, Headquarters, Investment Geography, Total Raised, Target Close Dates).
- A deck link to their pre-NDA investment deck (if it is a CREO Dealflow fund)
- CREO data fields around impact measurement and impact goals
- CREO-specific tags, such as whether it is a Member Portfolio or Dealflow fund.
- Investor GP high-level information and key contact
Screenshot: Fund Card
Investors Tab
The Investors tab contains data on all 13,840 investors in the Platform database, including a breakdown of their activities and investments.
Use the left-hand ribbon to filter the Investors dataset.
Customization: Users will be able to save lists of custom filter views, view the list on their dashboard, and share with their team or organization.
List View: View all funds in a table format. Use the Search Bar to capture specific words in the investor name or description.
- Toggle columns to display only relevant data.
- Export the table data by clicking the (()) icon.
- Click on an investor’s name to view pop-up details of the Investor Profile.
Investor Profile
Clicking on an investor’s name will open an Investor Profile, which displays:
- A description and overview of investor information (Founded date, Contact info, etc.).
- Funds under the investor, including CREO Featured Funds or Crunchbase funds.
- List and visual breakdown of investment activity from Crunchbase.
- Includes a percentage of their investments as the lead investor.
- Includes a list of similar investors who invest in the same companies or funds.
Screenshot: Investor Profile
