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Research Company

B2B company research producing professional PDF reports. Use when asked to research a company, analyze a business, create an account profile, or generate market

Introduction

# Company Research

Generate comprehensive Account Research Reports as professionally styled PDFs from a company URL.

## Workflow

1. **Research** the company (web fetch + searches) 2. **Build** JSON data structure 3. **Generate** PDF via `scripts/generate_report.py` 4. **Deliver** PDF to user

## Phase 1: Research (Parallel)

Execute these searches concurrently to minimize context usage:

``` WebFetch: [company URL] WebSearch: "[company name] funding news 2024" WebSearch: "[company name] competitors market" WebSearch: "[company name] CEO founder leadership" ```

Extract from website: company name, industry, HQ, founded, leadership, products/services, pricing model, target customers, case studies, testimonials, recent news.

## Phase 2: Build Data Structure

Create JSON matching this schema (see `references/data-schema.md` for full spec):

```json { "company_name": "...", "source_url": "...", "report_date": "January 20, 2026", "executive_summary": "3-5 sentences...", "profile": { "name": "...", "industry": "...", ... }, "products": { "offerings": [...], "differentiators": [...] }, "target_market": { "segments": "...", "verticals": [...] }, "use_cases": [{ "title": "...", "description": "..." }], "competitors": [{ "name": "...", "strengths": "...", "differentiation": "..." }], "industry": { "trends": [...], "opportunities": [...], "challenges": [...] }, "developments": [{ "date": "...", "title": "...", "description": "..." }], "lead_gen": { "keywords": {...}, "outreach_angles": [...] }, "info_gaps": ["..."] } ```

## Phase 3: Generate PDF

```bash # Install if needed pip install reportlab

# Save JSON to temp file cat > /tmp/research_data.json << 'EOF' {...your JSON data...} EOF

# Generate PDF python3 scripts/generate_report.py /tmp/research_data.json /path/to/output/report.pdf ```

## Phase 4: Deliver

Save PDF to workspace folder and provide download link: ``` [Download Company Research Report](computer:///sessions/.../report.pdf) ```

## Quality Standards

- **Accuracy**: Base claims on observable evidence; cite sources - **Specificity**: Include product names, metrics, customer examples - **Completeness**: Note gaps as "Not publicly available" - **No fabrication**: Never invent information

## Resources

- `scripts/generate_report.py` - PDF generator (uses reportlab) - `references/data-schema.md` - Full JSON schema with examples

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