What TradeDesk does
TradeDesk starts from a company record, organises available source-backed context and keeps checks, notes and decisions tied to evidence.
HOW IT WORKS
How TradeDesk turns search into review work
How TradeDesk moves from company search through profile, ownership, footprint and Review Workspace with evidence attached.
Search is the entry point.Review is the outcome.
01What this page explainsThe broad journey from company search to profile, ownership, footprint and Review Workspace.
02Who it is forBuyers, reviewers and operators who need the product model before reading specialist methodology pages.
03After readingYou should know where evidence appears, where review work happens and why the source trail stays attached.
Quick answer
At a glance
The short version reviewers should understand before reading the detailed methodology.
What it does not do
TradeDesk does not approve, reject, rate or certify a company, and it does not replace the customer's review policy.
What users should verify
Verify company identity, source rows, coverage notes, ownership context and any footprint evidence before recording a decision.
Method
How it works
Simple steps first, with the detailed source and caveat text below.
- 01
Search a company
Start with a registered company name or number and open the company as the review entry point.
- 02
Review the profile
Confirm identity, status, filings, source coverage and the basic facts that frame the review.
- 03
Inspect ownership and people
Use directors, PSCs and relationship evidence to understand who is connected before relying on the view.
- 04
Open Footprint
Review address, place and operating evidence where covered sources support a footprint view.
- 05
Add checks and notes
Create follow-up checks, assign owners and capture reviewer context in the workflow.
- 06
Record the decision
Keep decision notes, review activity and linked evidence attached to the company trail.
Product surfaces
What users see in the product
The methodology connects directly to surfaces where users inspect evidence or record review work.
Company OverviewThe starting view for identity, filings, status, source coverage and profile context.Ownership and peopleDirectors, PSCs, controlled entities and relationship evidence that explain who is connected.Operational FootprintMapped and unmapped location evidence, address/place context and operational signals where covered.Review WorkspaceThe workflow area for review cases, checks, owners, notes, monitoring and evidence links.Evidence modeA company-profile view for inspecting source-backed rows, grouped evidence and coverage notes.
Labels
What the labels mean
Short definitions for terms that appear across evidence, footprint and review views.
| Label | Meaning for reviewers |
|---|---|
| Review case | The workspace record for the current supplier, customer, prospect or portfolio review. |
| Evidence group | Related source rows grouped so reviewers can scan a theme before opening row detail. |
| Source row | The underlying record or source-backed item behind a displayed summary. |
| Coverage gap | A source family returned no match, is unavailable, is not loaded or is plan-gated. |
| Review prompt | A suggested area to inspect next. It is workflow guidance, not a factual finding. |
| Decision note | The team's recorded explanation for the review view or next step. |
Detail
Method detail and caveats
Use these sections when you need the source-level detail behind the quick answer.
The review path
TradeDesk is designed around a practical company review journey. A user starts with a registered company, confirms the profile, opens ownership and people context, inspects operational footprint where coverage supports it, then records checks and notes in Review Workspace.
The product keeps the source trail close to the review. Summaries are intended to help teams navigate evidence faster, while source rows, coverage notes and review checks remain available for inspection.
Search a company
Start from a company name or registered number, then open the company profile as the review entry point.
Review company profile
Confirm identity, registry status, filings, source coverage and the basic facts that frame the review.
Inspect ownership and people
Review directors, PSCs, controlled entities and relationship evidence before relying on a company view.
Open operational footprint
Inspect mapped locations, address and place evidence, and operational signals where covered sources support them.
Add review checks and notes
Assign checks, add notes, set owners and capture the work needed before a review decision is recorded.
Keep evidence attached to decisions
Keep grouped evidence, source rows, coverage notes and review activity attached to the decision trail.
What TradeDesk organises along the way
| Review area | What it can show | How to use it |
|---|---|---|
| Company profile | Identity, registry status, filing dates, officers, source references and coverage notes. | Use it as the source-linked starting point for the review. |
| Ownership context | Directors, PSCs, controlled entities and available relationship evidence. | Use it to understand structure before relying on the company view. |
| Operational footprint | Mapped and unmapped locations, address/place evidence and source-backed footprint signals. | Use it to inspect where operational evidence is supported and where gaps remain. |
| Review Workspace | Reviews, checks, notes, owners, monitoring and evidence links. | Use it to manage the review workflow and keep the trail inspectable. |
Evidence stays visible
TradeDesk separates source-backed facts, coverage gaps and review prompts. A fact should be traceable to source context. A coverage gap explains what was not observed or is not available in the current view. A review prompt helps the team decide what to inspect next.
This separation matters because company review often starts across filings, ownership records, address data, people links, footprint evidence and internal notes. TradeDesk brings those records into one review path without hiding the limits of the evidence.
TradeDesk is a review aid. It does not certify, recommend or rate companies.
Human review remains central
TradeDesk is a review aid. It helps teams collect, organise and inspect evidence, but the customer team owns the review purpose, policy context, follow-up actions and recorded decision.
Users should open linked evidence, check source dates, read coverage notes and apply their own policies before taking action.
Limits and caveats
What the view cannot prove on its own
These limits keep methodology pages readable without hiding uncertainty.
Coverage varies by source, jurisdiction, company type, plan access and matching confidence.
No match means no matched record was observed in the covered source and current view. It is not proof of absence.
Source rows and evidence groups support review. They are not certification, recommendation or final assurance.
TradeDesk helps teams organise and inspect evidence. The customer team owns the review purpose, policy context and recorded decision.
FAQ
Common questions
What does TradeDesk do?
It organises company records, ownership context, footprint evidence and review notes into an evidence-led review workflow.
Does TradeDesk make the review decision?
No. TradeDesk provides observed signals, linked evidence, coverage context and workflow support for the customer team's review.
What is Review Workspace for?
It helps teams manage reviews, checks, notes, owners, monitoring and follow-up actions against linked company evidence.
Why do some company pages look richer than others?
Observable coverage varies by company, sector, source and jurisdiction.
Related pages
Keep reading by review question
Evidence MethodologyHow scattered records are collected, matched, grouped and kept inspectable.Operational Footprint MethodologyHow to read mapped locations, source rows, evidence groups and footprint caveats.Review WorkspaceHow to read the workspace and run the review workflow.Data Sources & CoverageWhat sources are covered, what no match means and why recency varies.Corrections & DisputesHow to ask TradeDesk to review something that appears wrong or incomplete.Trust CentreSecurity, AI transparency, legal and governance resources.