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Research ยท Agents

Research any company, with sources you can check

Ask a question in Slack or the QX app. The agent searches the web and your own documents, then hands back a short brief instead of a pile of tabs.

Sam Mendes09:18
Anything new at Brightwind? I'm emailing them this morning.
SM
ResearchAnalystAgent09:18

Three things worth mentioning in your email.

๐Ÿ™‹โ€โ™‚๏ธ They're hiring 12 sales roles across Europe, all opened this month.

๐Ÿ’ต Two weeks ago they launched pay-as-you-go pricing.

๐Ÿ‘” There's a new head of sales, hired from Contoso in March.

Your team pitched them in 2024 and lost on how the pricing was packaged. The notes from that deal are in your files if you want them.

Sources
Internal notes
Company site, News, Internal notes

One company, twelve tabs

  • Website, LinkedIn, news, Crunchbase, last year's notes
  • The useful sentence is never in the first paragraph
  • No two people on the team pull the same facts
  • What you learned last time is in someone else's Drive

With the Research Analyst agent

  • One question, one short brief, every claim with a source
  • What your team already knows sits next to what's public
  • Ask about ten companies and get ten comparable answers
  • When the list is 2,000 companies long, run the same research in a Grid

How it works

  1. 1

    Let it search the web, and optionally your files

    The public web for what's happening now. Your own documents for what your team already knows. Every answer links to where it came from.

  2. 2

    Tell it what a good answer covers

    Hiring, funding, product news, leadership changes, the last time you spoke. The brief follows your outline instead of a generic summary.

  3. 3

    Ask one question, or run a whole list

    One company in chat when you need it. The same agent can research every row of a list in a Grid when you're mapping a market.

FAQs

Yes. It searches the web as part of answering, and anything it found there comes with a link you can open. When it uses your own documents, it points to the exact passage.

ChatGPT doesn't know your deal history or last year's notes. This agent reads your tools and your files, shows its sources, and can repeat the same research across your next 500 accounts.

It can be wrong, which is why every claim comes with a source. Click through before you rely on anything, and keep a person reviewing whatever goes to a client. Giving it your own documents cuts down the guessing about your own company.

Yes. Change the instructions to cover comparable companies, fit with your investment thesis, or a due-diligence question list. Everything else stays the same.

Try this with your own stack