SDC Platinum

How to use:

For example we want to obtain information about executives of portfolio companies which received last investments from November 2013 to November 2015.

Run SDC Platinum, and login in with User Initials "M" (without quotes). Fill in project description. Select VentureXpert and select Portfolio Companies under Industry Resources. Select Search Menu in Navigation Method (never select Express Reports). Double click Company Area Cd under Portfolio Company. Double click All Canada and select all British Columbia rows by double clicking. Open Venture Related Deals under Investment Type and then select All Venture Related Deals. Under Investment Summary, open Date Company Rcvd its First Investment and set the dates. Exit search window and click on the Report button on the tool bar. Select Custom and find whatever information you want to display in the report, such as Company Name and Address, add them by double clicking. Click OK and click OK again on the right hand side of the window. Select No when asked to return to design mode. Input name for custom report and save. Choose Column Grid format and save as txt file. Click Execute on the top to generate the report.