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Company deep dive
Before a pitch, a call, or a decision, you need to understand a company quickly and completely. Ask Amy and she pulls together a full briefing from the web, firmographic data, and your own records, all cited so you can trust what you’re reading.

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What you get

  • An overview of what the company does and how it’s positioned
  • Firmographics: size, headcount growth, funding, and headquarters
  • The leadership team and the key people to know
  • Recent news and public signals worth your attention
  • Sources linked throughout so you can verify anything

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When to use it

  • You’re preparing for a first meeting, pitch, or introduction
  • You’re evaluating a new opportunity, counterparty, or partner
  • You want a fast, reliable read before you commit time to something

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How to activate

Send Amy the company name or website. Connect your CRM if you want Amy to fold in your own past interactions and notes alongside the external research.
Copy and send to Amy
Works for people too. Send a name and company and Amy builds a profile of their background, current role, and your shared history.
Save your company research template to your context library, and Amy will structure every deep dive the way you like to read it.

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Integrations needed

Web search (built into Amy)

X search (built into Amy)

CRM (optional)

Knowledge base (Google Drive, Dropbox, Box)

Call notes (Fireflies, Granola)

Book a free expert session →

Want to get more out of this recipe? Book a free session with an Amy expert and we’ll tailor it to your workflow, no charge.