Intelligence on directors, executives, and their relationships
About ExecRelate Data Gathering and Maintenance
Frequently Asked Questions about our Data
How do you obtain your data?
The information on companies and individuals is highly accurate as a result of our multi-faceted data maintenance strategy. We combine the latest technology gathering techniques with teams of highly-skilled analysts based in New Jersey and India. This global partnership performs nearly 5,000 adds, updates, and deletes to our content each business day.
The latest in Web-extraction techniques are utilized to gather annual SEC government data (e.g. 10K’s) on publicly held companies within three days of filing. Annual financials, board members, executives and other data are extracted and filtered through internal edits and validations before entry into our database. These same techniques are used to extract key data from non-U.S. company annual reports. Additional data is mined to research corporate family tree information.
Over 550,000 highly-focused outbound phone campaigns are conducted yearly by our call center partners and internal teams to add, delete, modify and verify existing content.
Once you obtain the data how is the data updated and refreshed?
Our strategy calls for a comprehensive update on every record in our database at least once during the calendar year. Many receive multiple touches timed to data availability. Our Content Operations team makes updates to the ExecRelate content daily and the web site is refreshed twice weekly for timely information.
Annual automated processes are used for data elements such as telephone numbers, area codes, URL’s and mailing addresses.
Extensive edits and validations at the analyst workstation level ensure errors are prevented before database entry. Data uploads from bulk processes undergo multiple checks prior to entry, and additional automated diagnostic reports scan the database for content that no longer meets timeliness requirements. Regular reports are run so updates can be made as soon as possible.
What information is available on each company record?
Parent and family member company records may include all or some of the following data:
| Annual Net Income or Loss | Competitor Listings | Mailing Address | SIC Codes |
| Annual Sales/Revenue | Concise Business Description | NAICS Codes | Stock Exchange |
| Assets, Liabilities and Net Worth | Corporate Address | Number of Employees | Ticker Symbol |
| Auditor | Corporate Linkage to the Seventh Level | Outside Legal Firms | Transfer Agent |
| Board of Directors | E-mail Addresses | Percentage of Ownership | Unique Company Identifying Number |
| Brands and Product Descriptions | Enhanced Business Descriptions | Phone and Fax Numbers | Web Site Address (URL) |
| CBSA codes (Metro areas) | Fiscal Year-End | Registrar | Year Founded |
Company Annual Meeting Date
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Key Personnel (names and titles)
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What information is available on C-level executives and board members?
Individual board member profiles linked to an active NYSE, NASDAQ or AMEX traded company may include all or some of the following data:
| Age/Year of Birth | Board Committees | Colleges Attended | Former Boards |
| Area of Study | Board Compensation | Current Employment & Titles | Former Employment & Titles/Year |
| Associations (Civic orgs. etc.) | Board Term Start/End | Degree Attainment Dates | Gender |
| Awards
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Certifications (e.g. CPA)
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Degrees Attained
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Relationships to other company boards
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What steps do you take to keep up with the dynamics of people and company information that takes place in today’s marketplace?
ExecRelate maintains a dedicated staff to monitor over 100 global news sources every business day for executive and board member changes, merger and acquisition activity, IPO’s and delistings. The largest and most significant worldwide companies are monitored using this process.
The SEC.gov website is scoured daily for the latest public filings that may impact information our content. Direct company contact and web research is performed according to predetermined research schedules developed for maximum information availability.
What are the strengths of ExecRelate™ data compared to the competition? They have many more individual company records in their database.
The primary focus of ExecRelate is to provide customers business intelligence on directors, executives and their relationships including hard-to-obtain deep content on corporate family structures. Biographical and relationship mapping is currently only available on board members but will soon be expanded to a larger list of company executives.
Our goal is and has been to capture companies with annual revenue over $10 million. The focus of ExecRelate is not small business, but significant worldwide businesses that drive the world’s economy. Eighty percent of the time customers will find the individuals and companies they are searching for since the database covers over 200,000 of the most prominent parent companies, subsidiaries, affiliates and divisions worldwide, and over 850,000 personnel including executives and board members.
Do you have criteria for including companies in ExecRelate?
U.S. Public Companies
The ExecRelate public companies database contains listings for most major publicly traded companies with U.S. located headquarters traded on one of the three major U.S. exchanges: NYSE, NASDAQ and AMEX. Also included are significant companies traded on smaller U.S. exchanges. Investment funds or companies with letter series stocks are not listed in the database.
Subsidiaries for these publicly traded companies are included, whether or not they are located in the United States. There is no database revenue qualifier attached to a subsidiary company. Also included are outside service firms attached to the parent companies. These are firms that perform specialized services such as accounting, legal, pension management etc.
There are approximately 6,000 U.S. public parent companies and 40,000 subsidiaries.
U.S. Private Companies
ExecRelate lists privately held companies with U.S.-located headquarters or holding companies. Generally, U.S. based private companies must demonstrate revenue in excess of $10 million, 300 employees, or substantial assets to be included.
Subsidiaries for these parent companies are included. Also included are outside service firms attached to the parent companies. These are firms that perform specialized services such as accounting, legal, or pension management, etc.
More than 15,000 U.S. private parent companies and approximately 70,000 subsidiaries are included.
International
When an ultimate parent company is located outside the United States, it is included in the international database. These would include both public and private companies. Included are the parent companies and their subsidiaries, no matter where the subsidiaries are located. International companies listed generally have revenues in excess of US$10 million, in excess of 300 employee totals, or substantial assets/net worth.
There are approximately 50,000 international parents with nearly 26,000 related subsidiaries.
The ACT of Content Quality
ACT – Accuracy, Completeness and Timeliness.
Accuracy – Delivering accurate content requires the use of people and technology. Technology can confirm whether data is present or not, but cannot judge right or wrong. People can make that call but are a labor intensive and expensive solution. A balance of both solutions is the best approach for ensuring accuracy.
Completeness – The goal of an information provider is to provide comprehensive coverage of all data elements resident in their applications. This does not mean that every available data field is complete but depends on whether the provided content meets the needs of the information consumers. Every content provider should have internal programs in place to continuously look for gaps and close them.
Timeliness – There are few guidelines that govern this critical facet of content quality. Depending on the category, data currentness may be minutes, as in breaking news headlines or 90 days after company year end for annual filings with the Securities & Exchange Commission (SEC). Private companies are not required to file many public-facing documents and therefore the timeliness of content is based on how well the information provider succeeds in contacting them. Successfully meeting the challenges of providing timely information depends on how well sources are being monitored for change and responding as rapidly as possible.