NewBizBot Grid
Discover and qualify 50-100+ prospects in minutes, with detailed reasoning and source verification for every result.
Discover and qualify 50-100+ prospects in minutes, with detailed reasoning and source verification for every result.
What NewBizBot Grid Does
You describe what you're looking for in plain language. NewBizBot finds matching entities, then qualifies each one with detailed reasoning and source citations. Every result includes verifiable sources, so you can trust the data and act on it immediately.
Example Query: "Private equity firms focused on healthcare services with $500M+ AUM but under $5B in AUM and recent exits"
Result: 101 firms identified → 52 qualified with AUM verification, exit history, and source links for each.
How It Works
Both phases run automatically after you submit your query.
Phase 1: Entity Discovery
You provide descriptive criteria, not a list of names. NewBizBot searches industry directories, association member lists, databases, news, and company registries. The system runs multiple search rounds until no new entities are found, typically discovering 50-100+ relevant entities.
Phase 2: Parallel Qualification
NewBizBot researches up to 30 entities simultaneously, evaluates each against your criteria, and provides a verdict with reasoning. Every decision includes clickable source links.
The output is a sortable spreadsheet with three columns: Name (linked to website), Verdict (qualified/disqualified), and Reasoning (with source citations). Export to Excel anytime.
Getting Started
Accessing Grid
Click the Grid tab at the top of the workspace. You'll see an input field for queries or Excel uploads.
The interface shows suggestions based on common research patterns. Click any suggestion or type your own criteria.
Writing a Query
Include specifics:
- Entity type: Private equity firms, family offices, SaaS companies, foundations
- Geography: Region, state, or city
- Size: AUM, employee count, revenue range
- Activity: Recent acquisitions, funding rounds, exits
- Industry: Healthcare, fintech, manufacturing, etc.
Example: "Family offices in Texas and Florida with $300M+ AUM and a direct private-equity co-investment program"
This works because it specifies entity type, geography, size threshold, and a distinguishing characteristic.
Apply Lead Criteria Toggle
When enabled, this applies your qualification criteria from Settings & Preferences. Use it when you have standard requirements (minimum AUM, certifications, etc.) that should apply to all Grid searches.
Configure your default criteria in Settings & Preferences first.
Understanding Results
The Results Grid
Results appear in a three-column grid that updates in real time:
| Column | Contents |
|---|---|
| Name | Clickable link to the entity's website |
| Verdict | Green checkmark (qualified) or red X (disqualified) with "Details" button |
| Reasoning | Explanation addressing each criterion, with source links |
If disqualified, the reasoning states which criteria weren't met.
Research Progress
The bottom panel shows real-time progress with three metrics:
- Identified: Total entities discovered
- Evaluated: Entities fully researched
- Qualified: Entities meeting all criteria
Click the expand arrow to see detailed steps, including the AI's thinking process.
Exploring Individual Steps
Click "X more steps" to see every source consulted, queries run, and reasoning at each stage. Use this to understand how conclusions were reached or to verify specific claims.
Working with Results
Details Button
Click "Details" on any row to generate a full research profile. NewBizBot runs additional searches for employment history, board affiliations, recent news, and more.
Use this when you've identified top prospects and need full context before outreach. The profile includes structured sections with source citations throughout.
Filtering and Sorting
Click the filter icon in any column header. Options include showing only qualified entities, sorting alphabetically, or filtering by keywords in the Reasoning column.
Exporting Results
Click "Download Excel" to export all columns, verdicts, and reasoning. Source links are preserved.
Sharing a Grid
Click "Share" to generate a public link. Shared grids show the full results table (read-only).
Examples
Live examples from actual research queries:
B2B SaaS Companies in the Northeast US
Demonstrates how NewBizBot handles complex financial metrics. When direct NRR data isn't available, the system looks for proxy indicators like ARR growth rates.
B2B SaaS companies in the Northeast US with 200–1,000 employees and net revenue retention above 110%
Healthcare IT Companies Focused on Provider Workflows
Industry-specific research focused on market segment rather than financial metrics.
Venture Capital Investment Firms with AI and Fintech Focus
Multiple quantitative criteria evaluated simultaneously, with data cross-referenced from Crunchbase, PitchBook, and firm websites.
Find a handful of Venture Capital investment firms that have at least 2 funds already launched, median investment in companies is around $5,000,000 and invest in AI or Fintech companies.
Family Offices with Co-Investment Programs
Geographic filtering plus investment activity requirements. Note how the reasoning addresses AUM verification challenges for private family offices.
Family offices in Texas and Florida with $300M+ AUM and a direct private-equity co-investment program
Large US Charitable Trusts from Industrial Founders
Targeting foundations based on origins rather than current focus areas.
Large US charitable trusts established by founders of industrial or manufacturing businesses with multi-generational governance
Requesting More Results
Type in the "find some more" field at the bottom of the results panel. NewBizBot expands its search to additional directories, adding new entities to your existing grid.
Useful when your initial query was highly specific and returned fewer results than expected.
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
G then G | Open NewBizBot Grid from anywhere |
Cmd/Ctrl + K | Open command palette, then select "Grid" |
Esc | Clear current query |
Enter | Run research |
Tips
Deal sourcing: Start broad with industry and geography, then narrow by size. The reasoning column often reveals deal activity and strategic priorities not found in database queries.
Competitive analysis: Query by product category rather than company type. Review disqualified entities too; the reasoning highlights market positioning differences.
Prospect qualification: Enable "Apply lead criteria" for standard requirements across all searches.
Due diligence: Click "Details" on shortlisted entities for full profiles with source links to primary sources.
Configuration
Lead Qualification Criteria
Configure default criteria in Settings & Preferences under "Default Lead Qualification." These apply when "Apply lead criteria" is enabled.
Prompt Configuration
Prompt Configuration lets you customize the research approach. The default works for most use cases; create custom configurations for specialized needs.
