Grid Workspace

Automated List Building + Qualification at Scale

Grid Workspace automatically discovers entities matching your criteria, then qualifies each one with detailed reasoning and source verification—all in a single operation.

Describe what you're looking for in plain language. NewBizBot searches directories, databases, industry associations, and news sources to identify every relevant entity, then systematically evaluates each one against your exact requirements.

Example: "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

What Grid Workspace Does

Grid Workspace operates in two phases:

Phase 1: Automated Entity Discovery

You provide descriptive criteria (not a list of names). NewBizBot automatically:

• Searches industry directories, association member lists, databases, news articles, company registries
• Discovers comprehensive lists (50-100+ entities) through iterative directory mining and web crawling
• Extracts official names and URLs for each discovered entity
• Continues multiple search rounds until no new entities found

You don't need a pre-existing list. The AI builds the list for you.

Phase 2: Parallel Qualification

For each discovered entity, NewBizBot researches in parallel (up to 30 simultaneously), verifies against your criteria with source verification, provides detailed reasoning with specific evidence and citations, and links all sources for fact-checking.

Output: Sortable spreadsheet with Name, Verdict, and detailed Reasoning columns—ready for Excel export.

Real Examples

Example 1: Technology Industry Research

Query: "Y Combinator alumni who founded B2B companies and achieved $100M+ valuations"

Results:

• Identified: 77 companies
• Qualified: 70 companies
• Sample reasoning (Vanta): "Company is confirmed as Y Combinator alumnus from W18 batch. Primary business model is B2B compliance software sold to 12,000+ customers. Achieved $4.15B valuation in Series D round. [3 source links]"
• Time: Under 3 minutes

Interactive Grid:

Example 2: Investment Research

Query: "Private equity firms focused on healthcare services with $500M+ AUM but under $5B in AUM and recent exits"

Results:

• Identified: 101 firms
• Qualified: 52 firms
• Sample reasoning (Amulet Capital): "Specializes exclusively in healthcare (Healthcare Providers, Life Sciences Outsourcing). AUM reported at $3.1B, within required range. Recent exits confirmed: US Digestive Health (Jan 2025), Eruptr (Apr 2023). [4 source links]"
• Time: Under 5 minutes

Interactive Results Sample:

Example 3: Industry Mapping

Query: "Makers of high bandwidth memory"

Results:

• Identified: 9 companies
• Qualified: 8 companies
• Disqualified: 1 company
• Time: Under 1 minute

Interactive Grid:

How to Access Grid Workspace

1. Keyboard shortcut: Press G then G
2. Sidebar navigation: Click "Grid Workspace" icon
3. Command palette: Press Cmd/Ctrl + K → select "Grid Workspace"

Common Workflows

Workflow 1: Investment Deal Sourcing

1. Input: "Private equity firms in Southeast US managing $300M-$1.5B with recent healthcare exits"
2. Results: 67 firms identified → 28 qualified
3. Action: Sort by AUM, export top 20, click "Details" on top 5 for comprehensive research
4. Outcome: Qualified prospect list ready in under 5 minutes

Workflow 2: Competitive Landscape Mapping

1. Input: "Enterprise contract lifecycle management software vendors"
2. Results: 43 vendors identified → 41 qualified
3. Action: Review reasoning to understand positioning, export complete grid, share with product team
4. Outcome: Complete competitive map with vendor details

Workflow 3: Recruiter Candidate Research

1. Input: "Healthcare CFOs with M&A experience at $100M+ revenue companies"
2. Results: 89 executives identified → 73 qualified
3. Action: Filter by recent M&A activity, export qualified list, click "Details" on top candidates
4. Outcome: Qualified candidate pipeline with detailed backgrounds

Keyboard Shortcuts

Grid Workspace transforms market research from weeks of manual compilation into minutes of AI-powered discovery and qualification—with source-verified results ready for immediate business use.