Build a purpose-driven intelligence brief on a single target company, anchored on the user’s stated reason for pulling the brief.
Example phrasings: “Build a brief on stripe.com for cold outbound to finance leaders.”, “Account brief for business_id abc123, QBR next week, watch renewal signals.”, “Profile Snowflake, competitive analysis vs Databricks.”
Anchor on purpose. Restate the research context in one sentence as the brief purpose. If missing, ask once; if the user declines, default to general account intelligence and state that assumption. Derive 2 to 4 priority themes (e.g. for QBR renewal risk: workforce changes, exec moves, competing vendors, expansion signals). Themes drive enrichment selection in step 3 and peer-cohort sub-category in step 5.
Resolve the company. If a business ID was supplied, use it. Otherwise match the business by name or domain. Sanity-check the resolved firmographics: if a major-brand input returns 1-50 employees and Corporate-Managing-Offices category, the match likely routed to a shell entity. Retry with the alternate domain or the name string before proceeding. If no confident match emerges, surface the ambiguity to the user before continuing rather than guessing.
Enrich the resolved business in tiers.
Tier A: spine (always pull): firmographics, hierarchies, funding-and-acquisitions, workforce-trends, linkedin-posts. Plus business events from step 4 (separate tool, same role: current-state signal). The spine is uniform across every brief because each item answers a question the reader will ask regardless of purpose.
Tier B: purpose-conditional (pick by the purpose declared in step 1):
Tier C: skip by default unless the purpose explicitly demands it.
Chunking: run enrichments in groups of at most 3 per call, and each chunk against the original match table rather than a post-enrichment view. Session column count grows per enrichment and the chain breaks around the 4th-5th wide call.
Any tier item that returns null OR is intentionally skipped must surface in the brief as a one-line note inside its section (“Skipped: not in this purpose’s bundle” or “Returned null: typical for private companies”), so the reader can distinguish absent data from absent investigation.
Fetch business events scoped to the last 90 days: hiring spikes, leadership changes (where surfaced), funding rounds, product launches, layoffs, office moves, tech adoption. For each event, verify the headline actually mentions the target before counting it: industry-wide articles can cross-attribute to multiple companies in the same sector.
Build a peer cohort (directional).
5a. Sub-category from purpose, not industry label. A broad industry label (e.g. “Software Development”) routes mega-tech defaults like Google or Amazon into a small-tech peer query. Derive the sub-category from the brief purpose instead:
5b. Manually include named competitors. If the user prompt named a specific competitor or comparator, include it in the cohort even if filters would exclude it (private status, different size band, different country). Label such rows “named in prompt: manually included” so the reader can audit.
5c. Suppress when thin. If after sub-category filtering and manual additions the cohort still has fewer than 5 confident matches, do NOT render the table. Replace with one line: “Peer cohort suppressed: fewer than 5 confident matches in
Add a “Cohort construction” line above the table stating the sub-category used and any manually-included names.
Synthesize against the brief purpose. Keep events and signals that map to the purpose, priority themes, or non-obvious flags. Mark past-date enrichments as needing verification. Suppress sections that lack volume: skip funding for public mega-caps (use ticker instead per step 6), flatten challenges or insights to bullets when only 1-3 items. Cross-reference signals (new CTO plus a webstack change plus engineering hiring = a clear timing signal).
Brief purpose (restated, or “general account intelligence” if defaulted). Then: Situation (2 to 4 sentences answering “why this brief, now” against the stated purpose), Top 3 facts (most consequential data points), Highest-leverage actions (1 to 3 concrete actions tied to specific signals).
A compact field table: Domain, Industry, Headcount bucket, Revenue bucket, HQ Country / Region, Public / Private, Founded, business_id. Any row not returned by firmographics is filled by one fallback per step 6 or marked “not surfaced”.
Firmographics plus parent / subsidiary structure. Note recent restructuring. If hierarchies returned null, state it.
Total raised, most recent round date and amount, acquisitions. If business events surfaced a more recent round than the enrichment, lead with the events-side fact and flag the enrichment lag. For public mega-caps, lead with ticker + one-line financial posture per step 6.
Net headcount change, departmental growth, hiring spikes or contractions. Flag exec moves surfaced via LinkedIn posts or events.
Tools in use, recent additions or removals, keyword shifts. Highlight items mapping to the user’s offering or competitors. If this tier was not pulled for the declared purpose, say so explicitly rather than mislabeling the section.
Stated pain points, public priorities, expansion plans. Tie back to brief purpose. If null because the target is private, state that and point to the live-signal substitutes (events, funding, workforce, LinkedIn).
Grouped (Funding / Leadership / Hiring / Product / Risk) when 4+ items span categories, otherwise flat. Each item: event type, date, one-line summary, verified-status per step 6. Call out timing opportunities (new CTO = vendor evaluation likely). End with “events screened out: N (industry-wide cross-attribution)” + any event-type gaps.
First line: “Cohort construction:
3 to 5 bullets connecting dots across sources, framed by the stated purpose. Then concrete next actions tied to specific signals, people, or moments. Omit any line without a concrete target.