Prospect Research
Generate detailed 360-degree profiles of companies, executives, and potential clients with structured data and source verification.
Prospect Research is NewBizBot's deep-dive intelligence mode. Enter a person or company name and receive a comprehensive profile covering 15+ data dimensions—financial holdings, board affiliations, real estate, family connections, philanthropic activities—all with clickable source citations you can verify immediately.
The system excels at building complete pictures from fragmented information. When you search for someone like Steve Schwarzman, NewBizBot doesn't just return his Wikipedia summary. It synthesizes data from SEC filings, real estate records, foundation disclosures, board listings, and news sources into a single structured profile. Every fact includes a source link, so you can click through to verify anything that matters for your conversation.
Try queries like "Profile Steve Schwarzman, chairman of Blackstone" or "Research Marc Benioff's philanthropy and board positions" or "Company profile: Databricks, including ownership structure and recent funding." These examples use recognizable public figures for illustration, but NewBizBot provides even greater value when researching less prominent individuals and middle-market companies, where the gap between traditional search and AI-powered research is most pronounced.
When to Use Prospect Research
Prospect Research is the final step in a research workflow. After you've identified prospect sources with List Identification and filtered them with Lead Qualification, use Prospect Research to build comprehensive profiles of your highest-priority targets before meetings, pitches, or investment decisions.
You might use Prospect Research the night before meeting a potential client, preparing for an investment committee presentation, or conducting due diligence on an acquisition target. The depth of research adapts to your query—ask for a quick overview and you'll get key highlights; ask for a comprehensive profile and you'll receive an exhaustive report.
What You'll Receive
Each research profile delivers 360-degree intelligence covering the financial, strategic, and personal dimensions relevant to your engagement. For individuals, this includes employment history, estimated net worth across various holding forms (public equities, private company ownership, real estate), board affiliations, philanthropic involvement, and family circumstances. For companies, profiles cover ownership structure, key executives, financial performance indicators, strategic initiatives, and recent news.
Every fact in the profile includes source citations with clickable links for immediate verification. This matters because financial professionals need to trust what they bring into client conversations. You can click through to the SEC filing, the real estate record, or the news article to confirm any data point before using it. The system also identifies when sources conflict, flagging areas where you may want to dig deeper.
Beyond raw data, profiles include strategic analysis—competitive positioning, growth opportunities, potential conversation angles—drawn from synthesizing the research findings. Recent coverage (news, press releases, regulatory filings from the past 90 days) ensures you're not working with stale information.
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 detailed, structured profiles that capture the financial and operational characteristics of the requested company or executive. These profiles should be rich in data and neatly organized for investment banking professionals to review.
Produce detailed, structured profiles that capture the financial and operational characteristics of the requested target company or executive. These profiles should be rich in data and neatly organized for investment professionals to review.
Sample Output
See how a research profile appears in the NewBizBot interface:
The Research Process
Select "Prospect Research" from the configuration dropdown and enter your target—an individual name, company name, or both. The system immediately launches parallel searches across dozens of sources, cross-referencing results to build a unified profile. Within 30-60 seconds, you receive a professionally structured report with verified facts and clickable source citations.
The AI adapts its research strategy based on what it finds. If initial searches reveal a complex ownership structure, it digs deeper into corporate records. If it discovers philanthropic involvement, it searches foundation databases. This adaptive approach means you get relevant depth rather than generic breadth. For more on how the research agent works, see The Research Process.
The Outcome
What traditionally takes 3-4 hours of manual searching and compilation—checking LinkedIn, searching news archives, reviewing SEC filings, cross-referencing real estate records—happens in under a minute. The result isn't just faster research; it's more complete research. The system searches sources you might not think to check and surfaces connections you might miss.
Related Use Cases
Prospect Research is the final step in the NewBizBot workflow funnel. Before diving deep on individual prospects, you typically want to identify where your targets appear (List Identification) and filter those lists against your criteria (Lead Qualification). This three-step workflow—discover sources, qualify prospects, research winners—turns prospect development from a scattered manual process into a systematic pipeline.
See also: The Research Process for a detailed look at how the AI agent conducts research behind the scenes.