cotera

Crunchbase Account Research

Walk into every sales meeting knowing the funding stage, key people, and conversation hooks. Pre-call prep in under a minute.

Pre-meeting researchAccount intelligenceSales preparationContact research

The Challenge

You have a call in 15 minutes and you know almost nothing about the account. Their funding stage tells you budget. Their headcount trend tells you momentum. The attendees' backgrounds tell you what to emphasize. Getting all of this usually means 30 minutes across four different tabs — if you bother doing it at all.

What This Prompt Does

Funding Context

Pull funding stage, total raised, and investors from Crunchbase

Growth Signals

Analyze headcount trends and department hiring via LinkedIn

Attendee Intel

Research meeting participants with Apollo for role and background context

Conversation Hooks

Surface recent news and milestones you can reference on the call

The Prompt

The Prompt

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.

Example Usage

Try asking:

  • →"I have a call with Ramp tomorrow. Meeting with Sarah Kim (VP Engineering) and Marcus Chen (Head of Procurement)."
  • →"Research Notion for my demo next week. I want to know their funding, growth, and recent news."
  • →"Prep me for a meeting with Datadog. Find out who their key investors are and what they announced recently."