Executive search · Research and longlists
How do search firms format longlists and market maps faster?
Keep the research where it is and let software do the formatting. Formatix takes candidate CVs and profiles with your research notes and fills your own longlist or market map template in PowerPoint or Excel, one entry per candidate, in batches. Your researchers decide who is on the list and why; the formatting is done for them.
No card needed. Trial credits are valid for 14 days; plans start at £20 a month.
Where research time goes
A longlist or market map is the first substantial document a client sees on a mandate. The research behind it, who is in the market, who might move, how organisations are structured, is the skilled work. Turning that research into a client-ready document, one entry per name with current role, company, location and a line of commentary, is retyping.
With thirty to fifty names on an early longlist, that retyping is a day of a researcher's time, and it is repeated every time the list is refreshed.
How it works
- Upload the candidates' CVs or profiles, in any layout and any of 40+ languages, with your research notes.
- Formatix fills your longlist or market map template, one entry per candidate, in your PowerPoint or Excel design.
- Run a long list in several batches and the entries come out consistent.
- Use the same CVs later for the shortlist deck and tracker, so nothing is typed twice.
- Everything stays editable before it goes to the client.
The research stays with your team
Formatix does not source candidates or decide who belongs on the list. It formats what your researchers have found, in your template, so their time goes on the research.
Data is processed in the UK and EU under GDPR and is not used to train AI models.
Frequently asked questions
- Does Formatix find candidates for the longlist?
- No. Your researchers decide who is on the list. Formatix formats the CVs, profiles and notes you give it into your longlist or market map template.
- Can the longlist be in Excel as well as PowerPoint?
- Yes. Use a PowerPoint template, an Excel template or both, and fill them from the same batch.
- What about long lists of 50 names?
- Run them in several batches; every entry comes out in the same layout.
- How do we start?
- Create an account and you get 10 free credits with no card, valid for 14 days. Paid plans start at £20 a month.
Try it on your own documents
Upload a document your firm already sends and a CV, and see the result in your own template.