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How can I source new companies with keywords?
How can I source new companies with keywords?
MyAnalyst avatar
Written by MyAnalyst
Updated over a year ago

You can source new companies using keyword search when you are scanning for specific companies that are not directly covered under any sector classification.

Let us consider the example of sourcing Agricultural Loan companies. You can follow these steps to add keywords in the mandate:

  • Go to the Mandate section, and fill in all the details that you want to set to your board.

  • In the “Scan new companies with company keywords” section, click "Add/Edit Keyword" to open the Company Keyword page

  • Add the relevant keywords in the Company Keyword page as shown below and click on "Apply".

  • In the feed setting you have the option to choose whether you would like to see updates from this board in your home dashboard feed.

  • Click "Save and take me to my board" to save the dashboard.

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