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 - use the titles on the right to jump to the right section!
🤝 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 & Alternative Investment
🚀 Accelerators & Incubators
🕵️♀️ Recruitment & Executive Search
Best for Headhunters, recruiters and employment specialists!
💸 Prospecting, Sales & Marketing
Best for Business Development Managers (BDMs), Marketing Teams, Event Planning and Sales Development Representatives (SDRs)!
🤝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
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
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
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!
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
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
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
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
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!
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!)
Case Study:
🏦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!
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
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
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!
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!)
Case study:
💰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:
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
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
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
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!
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!)
Case Study:
💷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!
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
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
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!
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!)
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!
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
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!)
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!
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 Streamline your HEBCIs return
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 recipient 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
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.
Alternatively, 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: Run an Advanced Search to identify the right companies:
Example 1 (broad): Innovative SMEs operating in Life Science
Example 2 (narrow): SMEs in LifeSci with a Patent filing and prior InnovateUK funding
Example 3 (very niche): SMEs in Robotics with a Patent and an InnovateUK Grant project mentioning 'Modular Robotics'
Regional innovation ecosystem mapping
Map out hotspots and clusters of Academic Spinouts, IUK grant recipients, and Patent holders
👟First Step: Run an Advanced Search to identify the right companies and use the 'map' feature to identify clusters and hot spots
E.g. All active Patent holders, or all Academic Spinouts
💡Top Tip: to identify clusters or hotspots navigate to the 'Map' feature (more info here):
Investor matching for portfolio firms
Enrich your support offering by identifying recent investors & HNWIs across 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
Evidence for impact reporting
Automatically track follow-on funding, headcount growth, and survival rates of your portfolio companies
👟First Steps:
Upload a list of your portfolio companies to a collection in Beauhurst → How to upload companies into a collection
Enable the email notifications for automatic alerts on funding, headcount changes, and status updates → Managing Email Alerts
Export historic accounts of financials/turnover to CSV → Running CSV Exports
Due diligence on partner companies
Streamline your research into financial health, funding history, and ownership
👟First Step: Find the right company profile through the Quick Search Bar e.g. Smart - see screenshot below.
See our detailed breakdown of all Company page tabs here.
💡Top Tip: if a company has a common name you can also past a link to the companies website or the Company House ID number into the quick search bar.
Market intelligence for new programme design
Monitor investment trends across hot sectors to feed into White Papers and strategic plans
👟First Step: build a fundraising Advanced Search query on the specific industry you are interested in:
E.g. fundraisings into Synthetic biology companies, then click into the statistics tab at the top of the search results - see screenshot below
This will provide you with aggregate statistics for the fundraisings into a specific sector, the companies which received them, and the funds that backed them.
Case Studies:
🏘️ 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 Steps:
Run a search for all Active businesses across your region and filter by headcount
See our section on Company Searches for more
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 Steps:
Find a company's profile page using the Quick Search bar, e.g. Akamis Bio
Run a search for companies in Administration/Liquidation etc to target for support, or search for business reporting a drop in headcount over the past year
Inward Investment
Identify foreign-owned companies in your region
Track high-growth activity & investors in neighbouring regions to spot opportunities for relocation & funding
👟First Steps:
Check out our guide on How to find companies with international links, specifically those in your Region with a non-UK ultimate parent
Then, see out our guide on How to search for investors, which covers the 2 main ways to find sources of funding.
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: Upload a list of your portfolio companies to a collection in Beauhurst → How to upload companies into a collection
Enable the email notifications and tailor them to what is important for you to know → Managing Email Alerts
Then check out our Statistics and Map tabs to monitor trends and hotspots
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: Identify the right People via the Advanced Search:
Case Studies: Councils/Local Authorities
Case Studies: National Governmental Departments
📈 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 & Shareholder Sourcing
Find successful entrepreneurs, shareholders, and directors for deal origination and investor relations
👟 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 portfolio company activity, news flow and key events
👟 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.
Due Diligence & Screening
Undertake due diligence and screening on prospective investments to understand the track record of companies, the key people involved, and to avoid scams/fraud
👟 First Step: Review company profiles for financials, shareholders, and directors; cross-check histories and previous ventures. eg. Zava
Finding Co-Investors
Find potential co-investors
👟 First Step: Search for other funds actively investing in your target sectors and stages, and monitor their deal activity.
Portfolio Monitoring & Insights
Monitor your investment portfolio, and understand portfolio statistics (sector, location, gender, etc)
👟 First Step: Upload your portfolio into a Collection to view analytics and generate reports on portfolio breakdown.
Deal Comparables
Identify deal comparables and benchmark against other funds
👟 First Step: Search for similar deals in your target market and review valuation, stage, and investor involvement.
🚀 Accelerators & Incubators
Being built currently!
🕵️♀️Recruitment & Executive Search
Best for Headhunters, recruiters and employment specialists!
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
💸 Prospecting, Sales & Marketing
Best for Business Development Managers (BDMs), Marketing Teams, Event Planning and Sales Development Representatives (SDRs)!
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
👋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.
Your support team will have experience working in your industry, and will be happy to share any further thoughts on best practice or new ideas!