id: discovery title: Discover and follow-up startups sidebar_label: ‘Discover’ sidebar_position: 2 tags:

- Startups search - Startups discovery - Startups follow-up

The source section of the OnePass platform will allow you to discover companies that meet your investment thesis. You will be able to filter them, add them to your watchlist or create lists for your follow-up, contact them and set up notifications to be alerted when new companies with similar profile join.

Searching for your targeted startups

When you navigate to the search section, you find a text search and the list of companies by-default, where no additional filters are applied.

Click on the filters button (on the left, below the text box) and the tab “Filters” is preselected to unfold the criteria for your search:

- Organization type. This criterium is related to the nature of the companies you search for based on their side and other features (e.g. if they have been recently created (startups) or ready to grow (scaleups), or already established (sme), etc.) - Stage. It will help you filter based on the degree of maturity of the company as per their own description, from idea to mature. - Round. Use this criterium to find the companies that are searching for a particular round of investment from pre-seed to series C and beyond. - Country. This will help you fence your results to a particular geographical scope. - Industry. You can also segment companies by their activity area. - Technologies. It refers to the main technology domains in wich the companies are workig and/or apply to their services or products. - Headcount. This criterium will be useful if you are interested in companies of a given size in terms of employees. - Year of foundation. You can filter companies that have been recently created or that have been established for a number of years with this criteria. - Amount raised. This criterium will help you spot the companies that raised money within a range. - Current valuation. Use this criterium if you are targeting companies within a valuation range.

:::info All of them, except the amount raised and current valuation, are multiple select criteria, in order to allow you different combinations until you find the specific mix that matches best your interests. Once you found that mix, remember that you can save the search by clicking the “Save” button in the upper right corner of the search screen and providing a name for the search (name and criteria will be listed for you to recognize it). You can display the list of companies in your saved searches by clicking on the filters button (on the left, below the text-search box) and on the “Saved searches” tab on the right. :::

:::tip If you want to remove any of the search criteria you used, click on the blade beside the corresponding tag of the list beside the “Filters” button. You can also use the button “Reset filters” (on the upper right corner of the search screen), if you rather prefer to take all them out at once and start from scratch. :::

Once you obtain the results list, you can see the details of each company by clicking on its name. Under the name of the company and type tags, each company information is divided into three tabs (provided that data exists):

- About, including the name and site of the company, the year when it was founded, its maturity stage, its headcount and the location of its headquarters. The description that the company provided and the tags to describe their activity are also in this tab. - Funding, which displays the details of their funding needs and also some information about the funds already raised, if the case. - Verfication & credentials, which will show to which extent is the company verified (existence, maturity, activity domains, SME status… ).

:::info You can use the black button “Add to” which is to the right of the name of the company to include this company in any of your lists for your follow-up. More details on how to create and manage these lists are included in the sections below :::

In addition to the company information that they included in their profile, all the data of your activity related to this company can also be acccessed from here:

- Notes about it. You can filter the notes by clicking on the left side button “All notes” and select only the ones you created or the ones that were assigned to you. On the upper right side, click on the black button “Add” to create a new note. - Task you created. Also through the task filter, it’s possible to filter the tasks created by you or assigned to you and, on top, you can also filter the events or milestones that you stored here. Use the “Add” button to create a new task. Notice that tasks can include subtasks and that you can choose to expand them (or not) in the tasks list with the “Expand sub-tasks” radio button beside the “Add” button. Tasks can be deleted by clicking on the trash icon on the right (or from the details view, by cliking on the three dots in the bottom left corner). - Documents shared. In the documents section, you can choose to create a bucket to store the documents or to link a folder in the Cloud if you want to store them externally. - eMails exchanged. You can see a list of the messages you exchanged with this company (click on them to see the full text) or create a new message if you want to send it directly from OnePass. - People linked to the company, including their avatar, name and the tagline bio they provided. You can see the details of each team member by cliking on the corresponding name.

:::tip If someone else in your team is helping and you would like to have a common structure in your notes to gather the same information, you can create a template for a note by select “Template” in the filter of notes and on the “Add” button to create a new one. :::

:::info You can mark a task done by clicking on the check box. You can also do it from the task detail, by clicking ont he three dots on the left bottom corner and selecting the option “Set status as”. Notice that here you can choose from the options “Pending”, “In progress” or “Done” :::

Saved searches

The watchlist

The watchlist is a dashboard for you to add, oraganice and follow-up the startups that you are interested on. A watchlist will be created by default for you.

Initially, it will be empty but you will receive suggestions based on your investing profile to start populating it but, if you rather prefer to start searching for them individually, click on the “Search” button.

Once you start adding companies to your watchlist, we will additionally suggest similar companies based on the one you chose.

You can also populate your watchlist by clicking the “Add to” button on the upper right corner of the company details view or bvy selecting the company from the list and choosing the “Add to” option.

At any point, you can remove startups from your list by clicking in the three dots icon on the right of each card and selecting the option “Remove from watchlist”

Other lists

It’s possible to keep separate lists in case you have more than one prospect area to invest in. These lists are shown and can be managed from the “Lists” option in the main menu on the left.

Once you have created some lists, you can search for a particular one by typing some characters in the text box right below the list count. It’s also possible to:

- show only the ones created by your own user, by using the button “Filter by” on the right of the text search, - show only the archived lists, by using the “Status” button beside the previous one and - order the lists by its name or rahter by the time of their last update.

To create a new list, click on the “Create a new list” black button on the upper right corner. You will be requested to type a name, a short summary and a description of the content of the list for more detail. Both the name and the summary will be shown in the inventory of lists, jointly with the investor that created them and the time of the last update. On the contrary, the description and the startups included in the list are only visible in the details page of each list.

Click on the title of a list to see its full description and the companies added. The description of the list can be modified by clicking on the “Edit” button beneath the description and startups can be added from the suggestions at the bottom or by clicking on the “Add item” back button on the right. They can also be added from the initial search dasboard (see section Searching for your targeted startups) and removed from the list by clicking on the three dots icon on the right upper corner of the startup card and selecting the option “Remove from the list”.

The details of each of the companies in the list are shown when clicking on the company name.