AI Research Analyst

AI Research Analyst for prospect briefs,
market maps, and competitor intel.The brief is ready before the call.

An AI Research Analyst for commercial research — it digs into a prospect, account, competitor, or market, synthesizes the evidence, and drafts a one-page brief with your angle. Built for pipeline, not academic busywork.

One pageDecision-ready brief
CitedSources and evidence
On scheduleOr on demand
BYOKYour AI keys
How a brief gets made

A name and a question, a decision-ready brief.

Point it at a company or market and it returns reviewed, cited work.

GatherSites, profiles, news, funding, your notes
SynthesizeCross-referenced into one structured view
ReviewYou check the evidence and angle
Use / shareBrief delivered to Notion or Docs before the call
What the AI Research Analyst does

Commercial research — gathered, cited, and briefed.

Not a chatbot you re-prompt. It runs the research, cross-checks the sources, and hands you a brief you can act on.

Research companies & accounts

Funding, headcount, tech stack, leadership, and recent moves — pulled together from public sources.

Profile prospects & founders

Role, background, priorities, and recent activity so you walk in knowing who you're talking to.

Map the competitive landscape

Positioning, pricing signals, and recent launches across the players that matter.

Size markets & segments

Market maps and TAM intelligence for strategy and client work — structured, with sources.

Monitor news & signals

Tracks funding, leadership changes, and launches on your accounts and competitors, and flags what matters.

Draft the one-page brief

Synthesizes everything into a concise brief with talking points and a recommended angle.

Setup

From question to brief in minutes.

No engineering. Tell it what to research, connect where it should deliver, and the brief arrives on schedule or on demand.

01

Name the target & question

Give it a company, prospect, or market — and what you're trying to decide or sell.

02

Connect sources & destination

Link your sources and where briefs land (Notion, Google Docs). No code, no Zapier.

03

Review and use

It gathers, cites, and drafts. You skim the evidence, approve the angle, and walk into the meeting ready.

What it observes

Sources the analyst pulls from.

Live, public, and your own — cross-referenced, not copy-pasted.

Company websites

Product, positioning, pricing pages, and careers — read for signal, not just scraped.

LinkedIn & public profiles

People, roles, tenure, and recent activity from public profiles.

News & press

Coverage, announcements, and commentary tied to your target.

Funding & financials

Rounds, investors, and headcount signals that show momentum and intent.

Company pages & filings

Public registries, directories, and profiles for the hard facts.

Your internal notes

CRM notes and past conversations so the brief reflects your relationship, not a cold start.

What it produces

Deliverables the analyst hands you.

Decision-ready artifacts, every one with its sources.

One-page brief

Who they are, what they care about, and your angle — readable in two minutes.

Competitor table

Side-by-side positioning, pricing, and differentiation across the field.

Account summary

A structured view of an account for planning and multi-threaded outreach.

Market map

Segments, players, and whitespace for strategy and client work.

Weekly intelligence memo

What changed across your accounts and competitors, and why it matters.

Works with your research stack
LinkedIn
Notion
Google Docs
Google Sheets
Slack
Gmail
Crunchbase
Perplexity
Google Drive
HubSpot
Salesforce
Airtable
Human approval boundary

It gathers and drafts. You decide what's true and what ships.

Every claim comes with its source so you can verify fast. Sharing externally or acting on the findings stays your call.

Runs on its own

  • Gathers and cross-references public sources
  • Synthesizes findings into a structured brief
  • Cites the evidence behind every claim
  • Monitors accounts and competitors on schedule

Waits for your approval

  • Sharing a brief outside your team or with a client
  • Acting on a finding (outreach, decisions)
  • Adding contacts or notes to your CRM
  • Anything you mark as approval-only
Use cases

Where the AI Research Analyst pays off.

Pre-sales research

A brief on every prospect before the call, so you lead with their context, not a generic pitch.

Account planning

A structured account view for multi-threading and expansion in key logos.

Founder & people research

Know the person across the table — background, priorities, and recent activity.

Market monitoring

Ongoing intel on competitors and target accounts, delivered as a weekly memo.

AI Research Analyst vs manual research vs ChatGPT

The depth of an analyst, without the hours.

Manual research is the first thing to slip on a busy day. A general chatbot needs re-prompting and skips your sources. An AI Research Analyst delivers the same depth every time — with citations.

FactorManual / ChatGPTOrchestra Research Analyst
Time per brief1–3 hrs, or generic in secondsMinutes, decision-ready
SourcesA few tabs / unknownWeb + LinkedIn + news, cited
ConsistencyVaries with your daySame depth every time
Before every meetingRarely happensAlways ready
Ongoing monitoringManual, easily droppedScheduled memos
EvidenceHard to retraceEvery claim sourced
FAQ

Common questions about AI research analysts.

What is an AI Research Analyst?

An AI Research Analyst is an AI agent that does commercial research — digging into a prospect, account, competitor, or market and synthesizing it into a structured, cited one-page brief with your angle. Unlike a general chatbot, it connects to your sources, runs on a schedule, and delivers finished briefs before your meetings.

Is this for academic research?

No — it's built for business. Prospecting, account planning, competitor tracking, market mapping, and pre-meeting briefs. The output is decision-ready commercial intelligence, not a literature review.

Where do the briefs come from — can I trust them?

Every claim is tied to its source, so you can verify in seconds rather than taking it on faith. It synthesizes web, LinkedIn, news, and funding data and cross-references them instead of relying on a single page.

Where does it deliver the research?

Wherever you work — it writes the finished brief to Notion or Google Docs and notifies you on Slack or Telegram, typically before your meeting starts.

Can it monitor accounts and competitors over time?

Yes. Beyond one-off briefs, it runs on a schedule to track funding rounds, leadership changes, and launches across your accounts and competitors, and sends a weekly intelligence memo.

Walk in with the brief — every time.

Create a free account and deploy your AI Research Analyst — or book a demo and we'll set it up with you.

No code. You approve before anything is shared. Cancel any time.