Filters - Guide

In this short guide we will explain the basic filter categories available on Helix.

These filters will help you narrow your search results to match your specific needs.

Guide - See how to make use of SmartSearch here:

Step-by-Step Walkthrough:

Step 1: 

 - Go to: https://prod.helixfind.baintools.com/

Step 2: 

- Click on 'Filters'

Step 3: 

- Click on 'Location'

- Location filter allows choosing specific regions and corresponding countries within regions for target companies to narrow the search

Step 4: 

- Click on 'Industry'

- The Industry section allows users the ability to choose specific sectors, sub-sectors, industries and corresponding sub-industries for target companies

Step 5: 

- Click on 'Firmographics'

- This section allows users to choose boundaries for employee count, year of foundation and company status

Step 6: 

- Click on 'Financials'

- This section allows to select financial boundaries for target companies such as: Revenue, EBITDA, EBITDA margin, Net Income, Net Income margin, Revenue CAGR 1 and 3 yrs, Last quarter Revenue growth.
Make sure that you exclude missing values for specific financials by clicking "Exclude missing values?" below boundaries - it means that company with missing data for corresponding financial will be excluded in the search.

E.g. if you need companies within the range $10M-$100M of Revenue, exclude missing Revenue value, otherwise lots of excessive companies will be in the output

Step 7:

- Click on 'Ownership'

- This section allows to set specific conditions for company ownership profile such as: if company has subsidiaries or parent, company type public vs. private, PE ownership and parent company type

Step 8:

- Click on 'Parent'

- This section allows to choose specific conditions for parent company, specifically sector and industry of parent.

Step 9:

- Click on 'Subsidiaries'

- This section allows to choose specific conditions for parent company, specifically sector and industry of parent.

Done - Thanks for following along!

Any questions? Please feel free to reach out to the team: here