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Discover Companies and Peoples with Searches

Kickstart your Harmonic journey with search examples and best practices

Written by Harmonic Team

In Harmonic Console, you can create both Company and People searches. Let's focus on building an effective search strategy.

Build your Investible Universe

Your first step is creating a foundational search that matches your investment criteria while filtering out clear non-fits. Start by casting the widest possible net, then refine using these recommended filters:


1. Geographic focus

  • Select General tab

  • Navigate to Location filter

  • Select your target markets:

    • Country (e.g., United States, Canada)

    • State (e.g., California, New York)

    • City (e.g., San Francisco, Austin)


2. Funding stage

  • Select Funding tab

  • Under Company stage, select relevant investment stages

  • Set Total funding raised range:

    • Min: $ [your floor]

    • Max: $ [your ceiling]

3. Sector focus

  • Select the Product tab

  • Under Industry, include sectors in focus; exclude those outside it

    • Click the chevron (^) next to a sector to expand and view its sub-sectors

  • Under Technology, include or exclude relevant focus areas

  • Under Customer type, include or exclude relevant transaction types

4. Finalize your universe

  • Click "See # Results" to preview your universe

  • Click "Save" in top right corner

  • Name your search and share with your team (e.g., Investible Universe)


Create slices of your universe

Once you've established your investible universe, create targeted segments for specific focus areas:


Companies in Your Network

Filter your universe by LinkedIn or email relationships to see where you or your team members are connected, and identify the best person for outreach.

Prerequisites:

Steps

1. Create a copy of your Investible Universe search.

2. Select the Team tab, and under Network select:

  • "In my network" — to see companies where you have direct relationships

  • "In team network" — to see companies where any team member has a relationship

3. Save your search!


Stealth / Recently Founded Companies

Core Filters:

  • General:

    • "Added to Harmonic" in last week

    • "Founding year" since 2023/2024

  • Funding: Maximum funding = $0

  • Team: Maximum headcount < 5

Add signal boosters:

  • Team → "Founder Experience": Select relevant highlights (e.g., Deep technical background, Prior VC-backed founder)

  • Advanced → Highlight count > 0

Reduce noise:

  • Exclude keywords: "consulting", "advisor", "family owned", "freelance", "agency", "services"

A few considerations:

  1. Highlight filters may miss strong founders (e.g., engineers from newer startups)

  2. Top University signals can create excess noise

  3. "Company Type = Startup" filter may exclude valid companies

Ready to start searching?

Put these best practices to work by creating your first search in Harmonic Console! To see an extensive list of all search filters in Harmonic, see here.

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