How to create and save searches

Applying filters is a quick and effective way to find relevant data in Dealroom. You can build and refine search queries based on your specific needs, then save them to receive personalized notifications and updates.

How to create a search?           

Filter bar:

The quickest way to begin filtering the data in Dealroom is by typing directly into the Filter bar to create your search query. Looking for companies in Europe? Type ‘Europe’ and select it from the HQ Location. You can add more filters to your search, such as industries & sub-industries, funding rounds, launch year, business models, and more. 

TIP: You can add a filter and then choose to exclude it from the results. For example, if you are looking for startups outside of Europe, you can add a filter for HQ location 'Europe'. Then select the dropdown under Europe to choose ‘Exclude’.

You can also combine filters with AND and OR logic. For instance, if you want Health Startups that are also in Robotics, select AND from the search dropdown. By default, filters apply with OR logic, so you can switch as needed.

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Filters (advanced filters):

Filters help you narrow down your search query by allowing you to add more filtering options to the Filter bar. For example, suppose you want to search for a specific fintech category. In that case, you will see all the different options in Filters (e.g., banking, crypto) —and so forth, you can then pair fintech with additional categories, such as company launch year and funding, which you can easily select from the available filtering options.

TIP: You can select more than one filter at a time. For example, you can add industry filter 'fintech' and 'media' to include results from both categories, or reduce it down to only companies that have both results. You can select this option from the dropdown menu after typing in the filter to toggle between the AND and OR options.

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Using AND/OR Logic

When selecting more than one filter for the same data points (technologies, tags, industries, locations, keywords), you can choose between the following from the search dropdown:

• AND: Shows only companies that are tagged with all selected data points.
  Example: Selecting Deep Tech AND Artificial Intelligence will return only companies that are involved in both technologies.
• OR: Shows companies that are tagged with at least one of the selected technologies.
  Example: Selecting Deep Tech OR Artificial Intelligence will return companies with either tag, or both.
  

Use this logic to broaden or narrow your results based on how specific your search needs to be.
Start with broader terms, then add filters to refine.

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Smart Sector Matching with Semantic Search

The search feature also includes a smart sector matching option powered by semantic search. Instead of relying solely on exact word matches, smart matching interprets the meaning behind your keywords or phrases.
You can type in a concept, word, or sentence—such as "circular economy in France" or "AI for healthcare"—and the search will return results that match the intent and context, not just the literal words.

This makes it easier to discover relevant companies even when they use different terminology.



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Keyword search:

Using the keyword search, you can type any keyword you have in mind into the filter bar to find companies with that keyword in their tagline. This helps you discover specific categories or companies in just one click.

For example, enter the keyword 'hydrogen refueling' and select Exact keyword search from the filter bar's dropdown menu to see results matching the keyword in company descriptions and taglines. The keyword search is also available across other pages throughout the platform.

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How to save a search (alerts)

Save your search queries so you can revisit them later!

To save a search query, you can click the “Save to alerts” button to the right of the Filter bar. You will then be able to name the Saved Search and begin to receive updates as new companies meet your search criteria.

Searches can be saved within many areas of the platform, e.g. companies page, investors page, etc. Once you know how to do it on one page, you can apply these learnings across the others.

You can view all your notifications within the Notification Center. This can be found by clicking the bell icon at the top of the page.

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How to export a search

Note: the export function is only available to premium users. To learn more about Dearoom Premium or request a trial access, click here.

1. To export a search query, click the 'Export' button to the right of the Filter bar.
2. An export window will appear, allowing you to select the data columns you need e.g. website, Dealroom URL. TIPS: If you tick Save selection by default at the bottom of the window, your chosen columns will be saved for future exports.
3. Choose the number of rows to export so you can better manage your export credits.
4. You can then export your search results as a CSV or Excel (.xlsx) file.

The export function is available in many areas of the platform, e.g. companies page, investors page, etc. Once you know how to do it on one page, you can apply this function across the others.

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