100% Verifiable Business Information & Financial Metrics
BQ leverages filings with the IRS and Dept. of Labor that pertain to employee benefit plans. The source filings are audited, cash based, traceable, and updated monthly. BQ provides growth, profitability, and credit factors on U.S. public companies; and core firmographics, growth trends, and credit indicators on U.S. private companies, covering over 12 million businesses.
“It is interesting to note that certain factors collected by the IRS have historically explained the performance of publicly traded companies. In particular, this analysis allows us to extrapolate as to the performance of their privately owned counterparts.”
Deutsche Bank Report, page 25
For the investment banker, PE professional, or VC:
Due diligence: research a company in depth & benchmark it against private & public peers
Prospecting: build lists based on EBITDA, revenue, growth, credit risk, industry, location
“25 - 30% of U.S. private companies change their name, address, or phone every year, or experience a corporate event (such as ceasing operations, bankruptcy, or M&A).”
— Vicki Raeburn, Retired Chief Quality Officer, D&B
For the sales professional or data officer:
Sales enablement: create lists based on industry, location, revenue, employment, growth
Master data management (MDM): leverage IRS firmographics to clean your records & CRM systems
Know your customer (KYC): track profitability & credit risk to assess financial viability
“Nobody knows a company better than its employees. As a firm grows or loses ground to a competitor, employees will change their savings behavior, gain or lose benefits and potentially react by voting with their feet.”
BQ is on Thomson Reuters
"As a leading provider of audited firmographics and financial metrics on U.S. companies, BizQualify bring transparency to a historically opaque market, and in partnership we empower better insight and decision making around corporate actions for financial and corporate strategy professionals."
Leon Saunders Calvert, Global Head,
Capital Markets and Advisory, Thomson Reuters
Disclaimer: Out/in sample testing results may not be indicative of future performance. The success of an investment very much depends on reliable financial models. These complex models should be developed carefully by experienced specialists in order to avoid wrong decisions and unnecessary costs.
BQ Found Predictive by BattleFin for the S&P 500
"BattleFin tested BizQualify's factors for the S&P 500 over the time period 2013 - 2016 creating long/short portfolios with a holding period of one month. Backtested results found an average of 25% annualized returns with a Sharpe ratio of 3. Whereas backtested performance is never indicative of future performance, BattleFin is excited about these results and plans to launch a strategy with live capital based solely on BQ's factors that will be funded by internal capital from BattleFin."
BQ Found Predictive by Deutsche Bank for the Russell 3000
"Nobody knows a company better than its employees. As a firm grows or loses ground to a competitor, employees will change their savings behavior, gain or lose benefits and potentially react by voting with their feet."
Yin Luo et al.,
Deutsche Bank Report on BizQualify, page 1
BizQualify aggregates Form 5500 plan-level data to make inferences about companies and industries:
Harmonize Form 5500 plan-level data across years, plans, forms & schedules
Normalize metrics to account for plan type, company size & industry
Link companies over time by tracking corporate actions & M&A
Aggregate plan-level data to the company level via matching algorithms
Public company analysis: for the equity analyst, quant, or institutional investor