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Clay Help Needed for Client Work: Targeting CA Hospitality Startups

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Hello, @experts! I will need Clay Help. I believe someone definitely help me! Here is my client work requirements and he wants to do it by Clay. Please tell me how can I get the best results and which path I would follow, based on these requirements on Clay. Thanks in advance~ "Let's start with one state and one market vertical for now:

Software companies based in the state of California
Hospitality industry
Revenue below $100M
Privately-held

For some added context, I'll want to look at other market verticals and expand across other states. However, I'd like to see the output after we complete for one state + one market vertical [10:08 PM] Andrew Swihart I'm not sure if the prompts will be able to filter for revenue and privately-held but i don't want anything larger than $100M of revenue and a publicly traded company The Client is Valsoft (https://www.valsoftcorp.com/portfolio/) and similar businesses can be located in the Hospitality Vertical"

4 comments

Stephanie H.
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Clay 101 will walk you through this step by step https://www.clay.com/university/course/clay-101
Tahsin H.
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Hi Stephanie H. this video can not help for identifying the leads accurately. "Find Companies" option is not the best choice at this stage, Because client wants Software development companies who are mainly working for Hospitality Industry. So, In the Find Companies options I don't see these find filtering.
Stephanie H.
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Tahsin H. In the native Find Companies search can you try adding keywords like 'hospitality' in the keyword field, and then use enrichments to discover if hospitality is in the company website description and linkedin company description? This might help: https://www.youtube.com/watch?v=6VxNe9xHcdE You could also try lookalikes if you have an existing list of prospects/ clients? https://www.clay.com/university/lesson/find-company-lookalikes-clay-101 (I'm new here too, connecting the dots)
Anuj P.
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Hey Tahsin H. here's how I would do it:
1.
Mapping the TAM

Use Pandamatch or Ocean.io to build a list of lookalike companies
Create Apollo URL with filters (like Hospitality industry, privately held, software as a keyword) and then integrate it into Clay
Use Clay's company creation feature where you can filter (like HQ, industry, keywords, revenue)
Go to Sales Nav, apply the filter that you need and scrape them. Import them into Clay.
2. Now you have the list of companies, just use "dedupe" feature to remove the duplicates 3. Next, you need to check the revenue. You have to use multiple data sources to check the revenue. For ex: Crunchbase, Zoominfo, LinkedIn, and other directories. 4. To check if company is privately held or public traded. Use Claygent to do research:
Check Stock Exchanges: Public companies list their shares on stock exchanges such as the New York Stock Exchange (NYSE) or NASDAQ. You can search these exchanges' official websites to see if the company is listed.

Visit the Company's Website: Public companies often have an "Investor Relations" section on their website, providing financial reports, stock information, and other disclosures. The presence of this section typically indicates a publicly traded company.
Rasmussen LibAnswers
Consult Regulatory Filings: In the United States, public companies are required to file periodic reports with the Securities and Exchange Commission (SEC), accessible through the SEC's EDGAR database. Similar regulatory bodies exist in other countries.

Use Business Information Databases: Resources like Mergent Online and Hoover's provide detailed profiles of companies, including their public or private status.
BRYT (Business Research at York Toolkit) +2 Brock University Research Guides +2 Rasmussen LibAnswers +2
Review News Sources: Media coverage can offer insights into a company's status. Public companies often receive more extensive media attention due to their obligations to disclose information.