Use cases

Capture new-business demand. Manage counterparty risk.

Teams in sales, lending, insurance, professional services and procurement use Companyvisor to act on company lifecycle events before anyone else.

Sales & lead generation

For B2B sales teams, agencies, banks, payroll and SaaS providers.

Formations

A newly formed company needs a bank account, insurance, accounting, payroll, a website, software and suppliers, usually within its first 90 days. Reach them while they are still deciding.

Why it works

Reach businesses before competitors who rely on stale lists
Target by industry and territory with category and city filters
Registered addresses for direct mail campaigns

Typical workflow

Webhook creates a lead in your CRM for every match
Territory rules route it to the right rep
Weekly CSV feeds your outbound sequences

Example alert: Event FormationsCategory RestaurantsState ILCity Chicago

Credit & risk monitoring

For lenders, credit managers, factoring and fintech teams.

Insolvencies

By the time an insolvency shows up in a quarterly review, the loss has already happened. Watch your whole book continuously and act the day a case is filed.

Why it works

Watchlists cover every borrower and customer
Filing notices in time to file proofs of claim
Industry and regional distress trends for underwriting

Typical workflow

Sync your customer list to a watchlist via the API
Webhook opens a case in your risk system
Credit lines frozen automatically pending review

Example alert: Event InsolvenciesWatchlist Active borrowersKind Any

Insurance

For agents, brokers, MGAs and carriers.

Formations + insolvencies

New businesses need general liability, workers' comp and commercial auto cover, often before they can start trading. Existing policyholders that become insolvent change your risk exposure overnight.

Growth

New contractors, trucking firms and restaurants by territory
Industry categories mapped to your appetite

Risk

Portfolio watchlist for policyholders
Early warning of premium and claims exposure

Example alert: Event FormationsCategory TransportationState GA, FL, TN

Legal & accounting

For CPA firms, bookkeepers, business attorneys and restructuring advisors.

Formations + insolvencies

Founders look for an accountant and a lawyer in the weeks after they incorporate. When things go wrong, creditors and debtors both need advisors quickly. Companyvisor tells you about both moments.

New clients

Local formations by city for community firms
Tax registration, bookkeeping and compliance offers

Restructuring

Chapter 11 filings by industry and district
Creditor representation opportunities

Example alert: Event InsolvenciesKind Chapter 11State NY, NJ

Supply chain & vendors

For procurement, vendor management and operations teams.

Insolvencies

A supplier's bankruptcy can halt production, void warranties and strand prepaid orders. Upload your vendor list once and let Companyvisor watch it for you.

Why it works

Continuous monitoring, not annual vendor reviews
Time to qualify alternative suppliers
Evidence for vendor-risk and compliance audits

Typical workflow

Vendor master synced nightly to a watchlist
Alerts go to the category manager by email
Webhook updates the supplier's risk tier in your ERP

Example alert: Event InsolvenciesWatchlist Tier-1 suppliers

Investors & market research

For VCs, economists, analysts and journalists.

Formations + insolvencies

Business formation and failure rates are among the earliest signals of where an economy is heading. Slice them by industry, state and city to find emerging clusters and pockets of distress.

What you can measure

Net formation rate by category and region
Insolvency trends ahead of official statistics

How you get it

Historical archive via API or bulk export
Daily increments loaded into your warehouse

Example query: Event BothCategory SoftwareRange Last 24 months

Don't see your use case?

Tell us what you need to monitor and we'll show you how to set it up in Companyvisor.

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