Smartkarma

Getting Started: For Clients

Pranav Rao

Research Team

Raghav Kapoor

Clients

How and where do you read Insights on Smartkarma

Reading an Insight/Reading Pane

Helping you efficiently scan your Smartkarma feed

SKIM

Insight summaries designed to help you quickly review content-rich Insights

Smart Takes

Sort Insights based on Views and associated Discussions

Re-ordering Based on Most Viewed or Most Discussed

Find specific Insights based on various characteristics

Setting Up Filters

Quick Filters

Changing Your Insight List Layout

Refining Your Insight List

Make changes to your account settings to find the most relevant work on Smartkarma

Managing Your Settings

Changing Your Settings

Get notifications for activities on Smartkarma

Activities

How you can post quick updates and comments on Insights and Entities

Discussions

Keep track of Insight Providers and Insight Streams you like

Follows

Learn how you can send and receive private messages between individuals and groups

Private Messaging

How to keep track of all relevant Entities on Smartkarma

Watchlists

Viewing All/Other Insights

Look at Insights and Discussions on a specific Entity

Viewing an Entity Page

Viewing an Insight Provider’s Profile

Interact with Insight Providers via internally-approved communication systems

Email-based Communication Between Clients and Insight Providers

Exploring Beyond Your Reading List

How to show your appreciation on Smartkarma

Likes

How you can store Insights, notes and external reports for easy access

Locker

Avoid looking at work by an Insight Provider

Mute an Insight Provider

HoldCo Monitor

IPO Analyser

M&A Analyser

M&A Statistics

Identify companies that meet specific criteria across key factors

The Smartkarma SmartScore Screener

More Features and Tools

Find answers and get help from Intercom Support and Community Experts

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