How can I make my sourcing criteria more specific?

When you set up a project to source deals on Axial, you’ll see that you have the option to add keyword filters to your criteria.

Keyword filters add an additional layer of control to the deals that you will be recommended for. You can add keyword filters to a project by clicking “Edit,” then “Filters”.

What are keyword filters?

Keyword filters allow you to target (or block) deals that use specific words and phrases in the deal headline or description. Keyword filters come in two types – positive and negative:

Positive keyword filters

Positive keyword filters (shown as “Keywords”) let you specify words and phrases that must be included in a deal’s headline or description in order for your project to be recommended to another user representing that deal. For example, if you use the phrase “food packaging” as a positive keyword, you will only source deals that have “food packaging” somewhere in their titles and/or descriptions.

Negative keyword filters

With negative keyword filters, you can specify words and phrases that must not be included in a deal’s headline or description to match your Project. Following the example above, if you add “farming” to your Project as a negative keyword, you will NOT be matched with any deals featuring “farming” in their titles and/or descriptions.

Frequently Asked Questions:

When/why would I use keywords?

Keywords are most helpful when you’re sourcing deals for specific investment and/or advisory mandates. Examples include:

  • add-ons for a niche portfolio company
  • broad mandates where you want to avoid specific situations (e.g. you don’t want to see deals described as “distressed”)
  • acquisitions to grow a specific product line at your business

If you’re worried about missing deals or have investment mandates organized by high-level industry sectors, it’s best not to use keyword filters.

How many keyword filters can I use in any single Project?

There is no limit to the number of keyword filters you can use in each Project, either positive or negative. Keep in mind, however, that the more keyword filters you add, the fewer deals you should expect to source.

How do I include multiple words and phrases as keyword filters?

When inserting multiple words and phrases as keyword filters, use commas to separate them. Anything separated by a space will be considered part of the same phrase. For instance, use “food packaging” to filter for deals with that phrase, or use “food, packaging” to filter for deals with the word “food” and/or the word “packaging.” We recommend keeping keyword phrases to no more than two words.

Can I filter for numbers and special characters (e.g. “#, $, !”)

You can filter for numbers, but special characters cannot be used as keyword filters.

What happens if I use the same word or phrase as both a positive and a negative keyword?

When you include similar words and phrases as both negative and positive keywords, the negative keyword filters take precedence. This extends to variations of the words you use that branch off of the same root, or “stem.”

For instance, if you include the word “fishing” as a negative keyword filter (as shown above), you will not see any deals that contain “fish,” “fisher,” “fished,” etc. Even if you use the phrase “Fisherman’s Wharf” as a positive keyword filter, you will not see any deals containing that phrase. Click here for more information on how stemming algorithms work.