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Use when researching a company before a meeting, interview, sale, partnership, or investment
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Basé sur la classification professionnelle SOC
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| name | researching-a-company |
| description | Use when researching a company before a meeting, interview, sale, partnership, or investment |
| kind | workflow |
| audience | knowledge-worker |
| ai-tools | any |
| complexity | guided |
| time | 15-30 min |
| version | 1.0.0 |
| source | bundled |
Produces a one-page company brief covering what they do, who runs it, how they're funded, what they shipped recently, and what's about to be at risk for them.
A one-page brief: Company-at-a-glance / Recent moves / People / Money / Likely concerns / 3 questions you could ask them.
This is a workflow.
From the company website + about page: what they do in one sentence, who their customers are, headcount range, HQ.
Last 6 months: product launches, leadership changes, fundraises, layoffs. Sources: blog, press releases, LinkedIn, news search.
Founders + 1-2 senior people likely to come up in your context. Background, prior companies, public talks. Source the facts (link per claim).
For a private company: stage, latest round, lead investors, last valuation. For a public company: market cap, last earnings highlights, key metrics.
What's a known headwind, customer complaint, or competitor pressure? Sources: G2 reviews, Glassdoor, Reddit, customer subreddits, recent press.
Generate 3 questions you could ask them in your meeting. Open-ended, specific, non-obvious.
Return to Stage 2 if Stage 5 surfaces a concern from a date you didn't cover.
Input: Acme Corp, prepping for a sales meeting next week.
Output:
Acme Corp — B2B observability platform, ~200 employees, SF HQ.
Recent moves:
- Apr 2026: launched AI anomaly detection (blog link)
- Mar 2026: hired new CRO from Datadog (LinkedIn link)
People: CEO Jane Doe (ex-Datadog VP), CRO John Roe (ex-New Relic VP).
Money: Series C, $80M raised Sep 2025 (Sequoia lead, $400M valuation, Crunchbase link).
Likely concerns: 4 G2 reviews from Q1 mention pricing complexity (link).
Questions to ask:
- How is the new CRO planning to address the pricing-complexity feedback?
- ...
