© 2019 by BizQualify, LLC 

VERIFIABLE BUSINESS HEALTH METRICS ON U.S. PRIVATE & PUBLIC COMPANIES

Over 250 fields derived from auditable filings

BQ DATA

bq public companiEs

4,000 U.S. public companies & U.S. subsidiaries of global companies

bq pRIVATE COMPANIES

13 million U.S. private companies, with detailed business health metrics on 1 million companies

 
 

BQ SCORES

Scores found to be predictive of stock prices, B2B engagement & bankruptcy

BQ SOURCES

BQ GROWTH SCORE

Trends in employment, cash spend & benefits

BQ CREDIT SCORE

Delinquencies in benefits & IRS filings

BQ BENEFITS SCORE

Breadth of coverage on employee benefits

 

Auditable

IRS FILINGS

Form 5500 filings on employee benefit plans

U.s. DEPT. OF LABOR

Employment & payroll reports

internet REGISTRATIONS

Corporate website information

 

TESTIMONIALS

Testimonials on

bq Public Company Data

“We apply stock-selection techniques to BizQualify’s accounting data. Sector neutralization shows particularly promising alpha."

Yin Luo et al., DEUTSCHE BANK Report on BizQualify

“Backtested results found an average of 25% annualized returns with a Sharpe ratio of 3."

Tim Harrington, CEO, BATTLEFIN

Testimonials on

bq PRIVATE Company Data

“We apply stock-selection techniques to BizQualify’s accounting data … We then extrapolate these results in order to draw conclusions as to which sectors have the most promising privately-owned companies – Real Estate and Healthcare."

Yin Luo et al., DEUTSCHE BANK Report on BizQualify

“As a leading provider of audited firmographics and financial metrics on U.S. companies, BizQualify bring transparency to a historically opaque market."

Leon Saunders Calvert, Global Head, Capital Markets and Advisory, THOMSON REUTERS (REFINITIV)

 

CAPITAL MARKETS

Quant funds &

Fundamental Investors

private equity &

investment bankers

UNIQUE factors

  • Employment & cash contributions

  • Credit events

  • ESG: governance & benefits

Asset classes

  • Equities

  • Fixed income

  • Munis & macro

Verifiable data

  • Employment & cash trends

  • Revenue & EBITDA (estimated)

  • IRS industry classification

use cases

  • Prospecting

  • Comps

  • Due diligence

 
 

BQ COMPETITIVE ADVANTAGE IN CAPITAL MARKETS

BQ CREDIT EVENTs FOR CAPITAL MARKETS

Internal problems with payroll & benefits are leading indicators of external problems

DEEP COVERAGE

  • Point in time, 2010 – present, monthly updates

  • 100+ million employees accounted for

PREDICTIVE

  • Forward-looking employee planning

  • Uncorrelated with traditional Fama-French factors

ACCOUNTABLE

  • Cash-based IRS accounting

  • Metrics can be traced to source filings

 
 

Payment DelinqueNCY

Delinquency in payments & services relating to benefits & pensions

Downward TRENDS

Reductions in headcount & cash contributions, cutbacks in payroll & benefits

RESTATEMENTS

Amendments to prior year filings, which are usually unfavorable disclosures

 

FIRMOGRAPHICS

 
 

ACTIONABLE DATA

  • Precise headcount & revenue

  • Scores predictive of B2B engagement

  • IRS industry classification

use cases

  • Prospecting

  • Market segmentation

  • Master data management

Threat of Audit=

Higher Accuracy

  • Executive must sign the filing

  • IRS business identity (EIN)

  • Consistent with taxes

use cases

  • Prospecting

  • Comps

  • Due diligence

CREDIT & KYC

SALES acceleration

BQ COMPETITIVE ADVANTAGE IN FIRMOGRAPHICS

Historical Solution
  • Inactive records

    • Shut down is hard to detect​

  • Duplicate records

    • Ownership & location issues

  • Inaccurate industry

    • Statistical models & surveys​

  • Inaccurate employment

    • Statistical models & surveys​

BQ Solution
  • Active companies

    • Inferred from IRS filings​

  • Unique companies

    • EIN, Internet registrations

  • Accurate industry

    • Self-reported in IRS filings​

  • Precise employment

    • Inferred from IRS filings​

 
 

ABOUT BQ

The team

We are a team of accountants, statisticians, and economists trained at top U.S. universities. Our background in taxes, econometrics, credit modeling, and capital markets enables us to build the most accurate database on U.S. companies.

CONTACT

Please contact us to perform a free evaluation.

 

Tel: 510-497-0364

Info@BizQualify.com

Employment

San Diego office

4250 Executive Square 

Suite 675
La Jolla, CA 92037

 

San mateo office

One Franklin Parkway 

Bldg. 950
San Mateo, CA 94403  

corporate HQ

5151 California Ave 

Suite 150 

Irvine, CA 92617