Tradedesk.io
Get started

Resources

Learn how TradeDesk turns company records into review-ready evidence.

Understand how TradeDesk collects, matches and groups company evidence, how to read Footprint signals, and how review teams should use source-backed summaries.

Read how TradeDesk worksView data sources & coverage
Source-backed evidence
Coverage-aware guidance
Operational Footprint
Review workflow

Featured resources

Start with the methodology behind the product

These guides support the buyer story: source-backed company review, ownership context, operational footprint and review workflow.

How TradeDesk works

From company search to review decision.

Open resource

Evidence methodology

How source records are matched, grouped and kept inspectable.

Open resource

Operational Footprint methodology

How mapped locations, address/place evidence and environmental signals are handled.

Open resource

Data sources & coverage

What is covered, what is unavailable and how to interpret no-match results.

Open resource

Methodology

How evidence becomes review-ready

TradeDesk is built around an inspectable trail. Records are collected, matched, grouped and presented with coverage limits visible so teams can review the evidence before acting.

Read evidence methodology
  1. 01

    Collect source records

    Bring together company records, filings, ownership, people links and footprint evidence.

    Read step detail
  2. 02

    Match and group evidence

    Resolve identifiers, names, addresses, people and relationships into evidence groups.

    Read step detail
  3. 03

    Separate facts from review prompts

    Keep source-backed facts, coverage gaps and review prompts visibly distinct.

    Read step detail
  4. 04

    Keep the trail inspectable

    Maintain links to source rows, coverage notes and review checks.

    Read step detail

Resource library

Find the right guide by review question

Use the filters to jump into the category you need. Each link opens a live route or anchored section.

Getting started

Start with the review path

Core guides for buyers and users learning how company review works in TradeDesk.

How TradeDesk worksThe product model across company search, profile, ownership, Footprint and review workflow.Review Workspace guideHow checks, notes, owners, evidence links and monitoring fit together.Demo company walkthroughOpen the demo company and inspect profile, ownership, filings, review context and Footprint.How to read company profilesUse profile evidence as the source-linked starting point for company review.

Evidence

Evidence and methodology

Coverage-aware resources for understanding how records become review-ready evidence.

Evidence methodologyHow source records are collected, matched, grouped and kept inspectable.Data sources & coverageWhat sources can support review and how to read no-match, unavailable and plan-gated states.Data freshness and limitationsHow source timetables, freshness labels and evidence limits should be interpreted.Corrections and disputesHow to ask TradeDesk to review something that appears wrong, incomplete or misattributed.

Footprint

Operational Footprint

Guides for mapped locations, address/place evidence, group scope and quantity support.

Footprint methodologyHow to read mapped locations, source rows, evidence groups and footprint caveats.How to read Footprint evidenceHow operational, environmental, location and group-context evidence is presented.Company-only vs Group viewHow company scope and group-derived context differ in footprint review.Address/place evidence vs operating evidenceWhy a registered office, address mention or place record is not always operating evidence.Source rows, evidence groups and quantity supportHow source rows and grouped evidence support quantities without hiding caveats.

Review workflow

Review and workflow

Resources for running checks and keeping decisions attached to an inspectable evidence trail.

How to create review checksCreate checks and assign owners from the Review Workspace.How to add notes and decision notesUse notes and review activity to capture the team's reasoning and next actions.How to use evidence linksKeep review checks connected to company context and linked source evidence.Monitoring and notificationsReturn to saved companies and active review work as evidence or ownership changes.

Evidence-led support

Read TradeDesk as support for human review

Resources are written to keep source-backed facts, coverage limits and review prompts separate. They do not describe TradeDesk as a black-box decision system.

  • Source-backed evidence remains linked to the company review path.
  • Coverage-aware summaries explain what is observed and what is unavailable.
  • Footprint pages distinguish address, place, operating and group-context evidence.
  • Review workflow keeps checks, owners, notes and decisions attached to the evidence trail.

Need the shortest route through the docs?

Start with how TradeDesk works, then open evidence methodology, Footprint methodology and data sources when you need to inspect how the review-ready evidence is built.

Read how TradeDesk worksRead evidence methodology