Corporate Prospect Research Assistant
Deep-dive corporate intelligence for sales and business development
What You Can Do
Accelerate your prospect research by gathering, analyzing, and synthesizing corporate intelligence in minutes instead of hours. You provide a company name or identifier, and Claude researches their financials, leadership, recent news, market position, and growth signals to deliver actionable insights. Get competitive intelligence, funding information, executive backgrounds, and strategic positioning all in one structured report.
Features
Extract revenue trends, profitability metrics, funding history, and valuation data. Understand financial health and growth trajectory at a glance.
Profile key decision-makers with background, experience, and LinkedIn activity. Identify the right people to contact and understand their expertise.
Analyze market share, competitor landscape, and differentiation strategy. See where the company stands relative to rivals.
Compile recent press releases, funding announcements, partnerships, and industry coverage. Stay current on company developments.
Identify expansion initiatives, product launches, hiring patterns, and potential red flags. Spot opportunities and risks early.
Output organized intelligence in markdown, JSON, or executive summary format. Choose the format that fits your workflow.
Understand broader market trends, regulatory environment, and industry dynamics affecting the prospect.
Example Output
Example 1: SaaS Sales Prospect
Input: "TechFlow Analytics, Series B SaaS company"
Output includes: Founded 2019 → $12M Series B (April 2024) → 85 employees → Focus on predictive analytics for e-commerce → CEO: Sarah Chen (ex-Google, ML specialist) → Key customers: Shopify, WooCommerce ecosystem → Recent: Launched AI-powered forecasting module → Growth rate: 150% YoY → Pricing model: usage-based → Hiring aggressively for sales and support → Next likely funding: Series C in 18-24 months → Competitive advantage: Real-time data processing, faster than Sisense.
Example 2: Private Equity Due Diligence
Input: "RegionalBank Corp, Midwest-based financial services"
Output includes: AUM: $8.2B → 350 employees across 12 branches → Net interest margin trending down 18bps YoY → Leadership: CFO turnover in Q2 → Digital banking adoption lagging peers → Regulatory: 0 enforcement actions → Recent: Acquired 2 mortgage brokers → Market share: Stable in Midwest, minimal growth → Risks: Rising deposit competition, tech debt → Acquisition appeal: Solid deposit base, potential for cost synergies.
Example 3: Strategic Partnership
Input: "GreenEnergy Solutions, renewable energy startup"
Output includes: Founded 2018 → Backed by Breakthrough Energy Ventures → 45 FTEs → Patents: 7 pending, 3 issued → Revenue: Estimated $3-5M → Partnership opportunities: Battery storage, grid integration → Leadership depth: CEO + CTO strong, COO new hire → Geographic focus: California pilot expanding to Texas → Customer acquisition cost trending down → Risk: Regulatory changes to incentive programs → Fit for partnership: Complementary tech, non-overlapping geography.
What's Included
- Research Framework: Step-by-step prompts to guide Claude through financial, competitive, and leadership analysis
- Multiple Output Templates: Choose from executive summary, detailed markdown report, JSON structured data, or investment memo format
- Data Source Guidance: Instructions on best sources: company filings, industry reports, LinkedIn, news aggregators, SEC databases, and public records
- Customizable Research Profiles: Pre-built research templates for different use cases: sales qualification, due diligence, partnership evaluation, competitive intel
- Red Flag Identification: Built-in prompts to surface risks: executive turnover, declining metrics, regulatory issues, market headwinds
Who It's For
- Sales Development Representatives & Account Executives
- Business Development & Partnership Managers
- Private Equity & Venture Capital Analysts
- Corporate Strategy & M&A Professionals
- Market Research & Competitive Intelligence Teams
Best For
- Qualifying high-value sales prospects before outreach
- Due diligence research for investment or acquisition decisions
- Competitive intelligence and market positioning analysis
- Identifying strategic partnership opportunities
- Executive briefing preparation for client or investor meetings
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