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Targeting



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Compatibility scores measure the goodness-of-fit between your company and investors. We analyze investment style at the level where investment decisions are made, e.g. at the fund level, whenever possible.

We calculate fourteen investment factors (shown below) to determine your investment profile.

Your Investment Factors IRAgent Calc. Your Substitution
Yield xx xx
P/E xx xx
Q-ratio xx xx
Historical Growth xx xx
Expected Growth xx xx
Earnings Variability xx xx
Expect CFROI xx xx
Historical ROE xx xx
Beta xx xx
Leverage xx xx
Financial Strength xx xx
Market Capitalization xx xx

We then systematically measure the fit between your profile and over 6,000 portfolios, controlling over $7 trillion in equity under management.

Compatibility Scores are proven predictors of future ownership, the only system that can support this claim. Click here to see how predictive compatibility scores would be for your company.



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