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How and Why To Use Mattermark Saved Searches

Saved searches is an excellent feature to use in your Mattermark account. Your knee-jerk reaction may be “Why wouldn’t you just re-enter your search every time?” Well, in the past 12 months, there have been 1,175 late stage fundings in the United States. If you want to keep track of late stage companies because they those are your target customers or investment opportunities, that’s an average of 23 per week. That is a lot to keep track of. Why not automate this?

Currently most professionals we talk to either read blogs like Techcrunch or newsletters like Fortune’s Term Sheet or Crunchbase Daily to keep track of financings. However, those sources are not targeted to the customer’s ideal prospect profile. Additionally, with so many financings it can be hard to keep track of them all.

Mattermark Pro customers can easily create a search with those criteria (and even add additional ones, such as “only SaaS companies”, or “only companies in the Bay Area”, or “only companies with fewer than 100 people”, etc.)

Here is a step-by-step process to create a Saved Search:

  1. Select the filters you would like to use based on your ideal target prospect criteria. For this example, we selected companies in the United States at the Series B, C or Late Stage.

Screen Shot 2016-03-11 at 2.22.00 PM2. Save the search to essentially create a smart list.

product tip post - save list

3. Use the default Saved Search name or customize it with your own name. You can select whether you want to subscribe to Company Alerts and/ or subscribe to News Alerts about the companies in the Saved Search. Screen Shot 2016-03-11 at 2.35.16 PM

Choosing to receive Company and/ or News Alerts means that as companies are added to the smart list, you will get an email alert.

how to save search email notification

The email alert contains:

  • A list of the companies that were added and links to the companies
  • A link to see all the companies added that day in Mattermark

how to save search fudning rounds

  • News Alerts

how to save search news alerts

And that’s it. The next few months are packed with more exciting features to help you see and talk to users of your apps and visitors on your website- stay tuned! Until then, feel free to ask questions in the comments below, send us a message in Intercom, or on our website via the Intercom Messenger. You can let Mattermark Pro do all the hard work for you.

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Are you a current customer and have additional questions? Contact our Customer Success Team.

© Mattermark 2024. Sources: Mattermark Research, Crunchbase, AngelList.