AI Research Agents

Overview

What we deliver

We build AI research agents that gather, verify, and synthesize information into structured briefs for sales, strategy, and operations teams.

Strong decisions start with good research, but analyst time is expensive and inconsistent. We build AI research agents that gather information from public sources, paid databases, and your internal knowledge base, then synthesize findings into the exact format your team uses. Each agent is scoped to a specific job, whether that is account research for sales, competitive intelligence for product, or due diligence for investment teams. We focus on source quality and citation, with every claim tied back to a verifiable reference. Our agents handle the slow parts of research, like reading filings, scanning news, and cross-referencing data points, while leaving judgment to your people. We deliver agents that produce briefs on demand, dashboards that track watchlists, and review tools that let analysts correct outputs and improve the system over time.

Fit Check

Built for teams like yours

Who it's for

Sales teams that need account briefs
Strategy and product teams tracking competitors
Investment teams running diligence
Consulting firms producing client research
Executive teams needing market scans

Pain points we solve

Slow turnaround on research requests
Inconsistent quality across analysts
Missed signals in news and filings
Unverified claims in finished briefs
Backlog of low-priority research

What's included

Capabilities

Everything we cover in this engagement.

Research scope and brief template design
Source selection and access setup
Multi-step retrieval and verification pipelines
Citation and confidence scoring
Internal knowledge base integration
Watchlist and alerting dashboards
Review tools for analyst feedback
Quality evaluation and regression testing

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Use case mapping

We define the research jobs, brief formats, and quality bar with your team.

02

Source and access

We confirm public and paid sources and set up secure access.

03

Agent build

We develop retrieval, verification, and synthesis steps with citations.

04

Calibration

We run real requests with analyst review and tune until output meets your bar.

05

Rollout

We launch the agent, train your team, and set up ongoing evaluation.

What you get

Deliverables & outcomes

What you get

Configured research agent for each use case
Brief templates with citation formatting
Source access and credential setup
Analyst review and feedback interface
Quality evaluation suite
Training materials for end users

Outcomes you can expect

Faster turnaround on research requests
Consistent quality across briefs
Broader coverage of accounts or topics
Higher analyst leverage on complex work
Better-sourced inputs to decisions

Timeline

Five to nine weeks

Engagement

Monthly retainer, Project, Sprint

Tools we use

Perplexity API, Exa, Tavily, LangChain, Anthropic Claude

KPIs we track

Briefs per week, time to brief, citation accuracy, analyst edit rate, user satisfaction

Client stories

What clients say

"

We had 14 cornerstone pages stuck on page two for 18 months. Their SEO crew rewrote the internal linking, cleaned up our schema, and shipped 22 supporting briefs over a quarter. Eight of those pages broke top three by month five. Organic pipeline went from a trickle to our second-largest source. Felt like watching interest compound.

James T.

"

My books were 90 days behind and I was avoiding my accountant. They cleaned up nine months of mis-categorized Shopify and Stripe entries, set up proper rules in QuickBooks, and now my close lands on day four of every month. First time in three years I opened a P&L without wincing. Cash forecasting actually makes sense now.

D.R.

Proof