Prospect Research
Generate detailed 360-degree profiles of companies, executives, and potential clients with structured data and source verification.
Note: This is NewBizBot's comprehensive intelligence mode, designed to create detailed research packages for individuals and companies.
Transform Hours of Research into Minutes
Generate comprehensive profiles of individuals and companies with 15+ data dimensions, verified sources, and strategic analysis. NewBizBot automates the tedious work of gathering intelligence from dozens of sources, cross-referencing information, and structuring findings into actionable briefings.
Key Use Cases
Client Preparation: Wealth managers researching ultra-high-net-worth prospects before meetings
Due Diligence: Investment bankers profiling acquisition targets and transaction counterparties
Investment Analysis: Private equity teams evaluating management teams and portfolio companies
Executive Search: Recruiters understanding target companies and compensation benchmarks
Business Development: Sales leaders researching strategic accounts before pitches
What You'll Receive
- 360° Profiles: Comprehensive intelligence covering all financial, strategic, and personal dimensions of your research targets
- Verified Data: Every fact includes source citations with clickable links for immediate verification and deeper investigation
- Strategic Analysis: Detailed insights on competitive positioning, market trends, and identified growth opportunities
- Relationship Intelligence: Complete mapping of board affiliations, personal interests, and relevant conversation starters for engagement
- Current Information: Up-to-date coverage of recent news, business developments, and strategic initiatives from the past 90 days
Prompt Configuration Examples
Customize the AI's research approach for your specific industry and use case:
Produce detailed, structured profiles that meticulously capture the financial complexities of the requested subject. These profiles should be rich in data and neatly organized.
Produce exhaustively detailed, structured profiles that capture every discoverable data dimension about potential investment banking clients, transaction participants, and deal opportunities. Utilize all available tools and sources to build the most comprehensive intelligence possible, focusing on companies and executives positioned for M&A transactions, capital raising, restructuring, or strategic advisory engagements. Research should encompass both corporate prospects and individual decision-makers to support deal origination, pitch preparation, and client relationship development across all investment banking product areas including M&A, capital markets, and advisory services.
Produce exhaustively detailed, structured profiles that capture every discoverable data dimension about potential private equity acquisition targets, portfolio companies, and investment opportunities. Utilize all available tools and sources to build the most comprehensive intelligence possible, focusing on companies with strong growth potential, scalable business models, and attractive financial metrics. Research should encompass both individual prospects and comprehensive company analysis to support deal sourcing, due diligence, and investment decision-making across all private equity strategies including growth equity, buyouts, and special situations.
Sample Output
Below is an actual NewBizBot research result for a wealth management prospect. Notice the comprehensive coverage across all data dimensions—financial holdings, philanthropic activities, board positions, real estate, family office structure, and social connections—all with source verification.
How It Works
- Select "Prospect Research" Mode from the configuration dropdown to activate comprehensive profiling capabilities
- Enter Your Target by typing an individual name, company name, or both for combined entity research
- AI Conducts Research by searching dozens of premium and public sources in parallel for maximum coverage
- Receive Complete Profile with professionally structured data, verified facts, and clickable source citations
Time Savings
Traditional Research: 3-4 hours of manual searching and compilation
With NewBizBot: 30-60 seconds for comprehensive profile
Replace hours of fragmented research with instant, comprehensive intelligence that helps you engage prospects more effectively and close deals faster.
Related Use Cases
- Lead Qualification: Evaluate multiple prospects against specific criteria
- List Identification: Find directories where your prospects appear