Keep a list of firms and people, and follow them
Follow 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.
Checked against the product 1 min read
- Follow is on every profile, under the name. You need a free account; each plan keeps a number of follows, and Following on your account shows how many you use of how many.
- Add to list, beside Follow, puts the record in one of your Lists (a named set of firms, people, properties, loans or saved filters from any market). Create a list on your account page under Lists.
- Save: filter Search or a directory, then press Save (Save view on directory filter bars). Saved searches re-run from your account.
- Independent sponsor and capital provider records also have Email me when this changes, which needs only an email address.
Where they are
Watchlists in the rail opens your account at Following; Lists and Saved searches are the sections below it, and What moved in what you follow sits above it.
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Related
- Keep track of what changedSee what moved on the newsroom, All intelligence and What changed (across every market, or on each market's own What changed tab). To hear about one firm or person, Follow it: its changes reach your email digest. Instant alerts on one record are not available yet.
- Plans and pricesReading is free, and every plan covers every market. Platform is $199 a month or $1,990 a year (2 months free). Advantage is $599 a month, a paid founding pilot by application, lenders first. Institutional starts from $25,000 a year. Platform starts with a 7 day free trial: a card is required and nothing is charged until it ends.
- What you can do without payingWithout an account: every figure, date and source, the first 5 rows of a list by name, and no Ask DFX questions (Ask DFX is part of the paid plans and the 7-day free trial). With a free account: 5 fully named records a month, no Ask DFX questions (Ask DFX is part of the paid plans and the 7-day free trial), an agent key, and follows and saved searches. Neither can export or see contact values.
Still stuck?
The help assistant knows the page you are on and your plan. A person reads every message.