Using filters
Filters narrow a directory. Different filters combine with AND (every one must match); several values inside one filter combine with OR. Each filter shows how many records it would return, and Clear resets them.
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- Combine: Industry = Healthcare and State = Texas returns Texas healthcare records. Choosing Texas and Florida inside State returns either.
- Counts: a filter value shows how many records it would return, so a zero tells you before you click.
- Presets: most directories have one-click presets (for example Most active acquirers on PE Firms, Liquidity events on Family Offices).
- Ranges and dates: size, amount and date filters take a from and a to; leave one side empty for open-ended.
- Observed versus stated: many markets separate what a firm says (Stated sectors, Stated EBITDA) from what it has been seen doing (Observed buying only, Observed deploying only).
- Candidates: records that are not yet confirmed are often hidden until you turn on Include candidates.
- Save view keeps the filters as a saved search, and Export (where offered) downloads the filtered rows.
A filter shows nothing
Remove the last filter you added, widen a range, or turn on Include candidates. A narrow combination can genuinely have no records; the counts beside each value show which filter emptied the list. Market-specific filters are described in each market's article.
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Related
- Searching for a firm, person, fund or propertyType a name into the header search (from two letters) to jump to a record. Press Enter for the Search page: a best match, results grouped by kind, and Show all results as a table with filters and export.
- Download a list as a spreadsheetExport downloads a CSV of the rows you filtered: from Search, universes, Ask DFX answers (Export CSV) and 13 directories. Exports are part of Advantage: 15 a month of up to 100 rows each. Free accounts, the trial and Platform do not export; a plan bought before the launch keeps the export allowance it has.
- Keep a list of firms and people, and follow themFollow a record to hear when it changes, Add to list to keep it in a named list, and Save a filtered directory to re-run it. Signed in, all three live under Watchlists in the rail (Your account: Following, Lists, Saved searches). Changes reach your email digest; there is no instant alert yet.
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