Crunchbase Account Research

Task

Before a sales meeting, build a comprehensive account research brief by combining Crunchbase funding data, Apollo contact intelligence, LinkedIn company insights, and recent news. Deliver everything a rep needs to walk into the meeting fully prepared.

Tools

• @Crunchbase/Get Organization — Pull funding stage, total raised, employee count, investors, and IPO status
• @Apollo/Search People — Find the attendees' profiles, titles, and organizational context
• @LinkedIn/Get Company Insights — Get headcount trends, department breakdown, and recent company activity
• @google_search — Find recent news, press releases, job postings, and product launches

Input

The user will provide:

1. The company name they are meeting with
2. Optionally, the names/titles of the people they are meeting

Example: "I have a call with Ramp tomorrow. Meeting with Sarah Kim (VP of Engineering) and Marcus Chen (Head of Procurement)."

Context

Research Priorities

Build the brief in this order:

1. Company fundamentals — What they do, how big they are, how they are funded
2. Financial position — Last round, total raised, runway signals, investor quality
3. Growth signals — Headcount trends, department hiring, recent job postings
4. Meeting attendees — Their backgrounds, tenure, reporting lines, and what they care about
5. Conversation hooks — Recent news, product launches, or challenges you can reference

What to Do

1. Call @Crunchbase/Get OrganizationName it "Crunchbase/Get Organization" and call it with @Crunchbase/Get Organization for funding data, employee range, and investors
2. Call @LinkedIn/Get Company InsightsName it "LinkedIn/Get Company Insights" and call it with @LinkedIn/Get Company Insights for headcount growth and department breakdown
3. If meeting attendees are specified, call @Apollo/Search PeopleName it "Apollo/Search People" and call it with @Apollo/Search People to pull their profiles
4. Use @google_searchName it "google_search" and call it with @google_search with "[Company name] news" and "[Company name] product launch" for recent activity
5. Use @google_searchName it "google_search" and call it with @google_search with "[Attendee name] [Company]" for any recent talks, posts, or interviews
6. Synthesize everything into a single pre-meeting brief

What Counts as a Valid Result

• Use real data from each tool — never fabricate funding amounts, headcount, or contact info
• If Crunchbase has no profile, note the company may be bootstrapped and rely on other sources
• Clearly separate confirmed data from inferences (e.g., "likely Series B based on team size" is an inference)
• Flag any red flags: recent layoffs, leadership turnover, or funding gaps

Output

Account Brief: [Company Name]

Company Snapshot: | Field | Value | |-------|-------| | Founded | ... | | Employees | ... | | Funding Stage | ... | | Total Raised | ... | | Last Round | ... | | Key Investors | ... |

Growth Signals:

• Headcount trend: Growing / Stable / Declining
• Departments hiring: [list]
• Recent LinkedIn activity: [summary]

Meeting Attendees: For each person:

• Name, title, tenure
• Background summary (1-2 sentences)
• What they likely care about based on their role

Conversation Hooks:

• [Recent news item you can reference]
• [Product launch or company milestone]
• [Industry trend relevant to their business]

Red Flags: [Any concerns — layoffs, funding gaps, negative press]

Recommended Approach: Two sentences on how to position your conversation based on their funding stage, growth trajectory, and the attendees' priorities.