Research Account
Research and compile a comprehensive account dossier for a target company using publicly available information.
Inputs
- Company Name — legal entity name to research; required.
- Max Research Time — minutes to spend on investigation; default 15, range 5–30.
- Industry Context — optional hints on sector, size, or geography to narrow scope (e.g., "B2B SaaS, 50–200 employees, US-based").
- Include News — boolean; fetch recent news and announcements; default true.
Steps
- Use deep-research to conduct a multi-source investigation of {Company Name}, focusing on founding date, funding history, leadership team, and market position.
- Search for recent news, press releases, and industry coverage to identify growth initiatives, new products, and market strategy.
- Fetch and review the company's official website, LinkedIn company profile, and public regulatory filings to verify key facts.
- Compile findings into a structured dossier with sections: overview, key personnel, product portfolio, recent developments, funding status, and competitive position.
- Note any funding rounds, M&A activity, major partnerships, or strategic pivots discovered.
- Assess hiring patterns and geographic expansion to identify operational momentum.
- Synthesize insights into 3–5 bullet-point takeaways for outbound strategy.
Constraints
- Do not attempt direct contact with the company; use open-source research only.
- Do not scrape protected content or bypass paywalls; surface freely available information.
- Respect website rate limits and robots.txt directives; pause if blocked.
Done when: a fact-checked, multi-section dossier is ready to brief your sales or prospecting strategy.