Investor Research Package for early-stage deals. Standardized research on founder background, market size, competitive landscape, customer interview synthesis, and financial projection sanity checks — delivered as a structured report.
A standardized research package service for angel investors and micro-VCs evaluating early-stage deals. For $299–499 per deal, the agent compiles: founder background checks from public data, market size estimates (TAM/SAM/SOM), competitive landscape analysis, customer interview synthesis (from cold outreach), and financial projection sanity checks. Delivered as an investor-friendly report in 48 hours.
An investor who previously spent 4 hours researching each deal now has a structured 10-page report in their hands in 48 hours, freeing them to focus on pattern recognition and founder judgment rather than data gathering.
Agent compiles founder profiles from: LinkedIn (employment history, education, connections), Crunchbase/AngelList, Twitter/X activity patterns, news mentions, SEC filings (if public company), and academic publications (for technical founders). Output: 1-page founder bio with red flags highlighted (discrepancies, gaps, negative news). Checks: timeline consistency, credential verification, social proof analysis.
For the startup's target market, agent calculates: TAM (top-down from industry reports), SAM (serviceable addressable market), and SOM (shareable obtainable market). Sources: IBISWorld, Statista, Gartner, SEC filings from public comparables, and academic market research. Includes 3-year growth rate projections with source citations.
Agent maps the competitive terrain: direct competitors (similar product, similar customers), indirect competitors (same customers, different product), and adjacent players (same market, different layer). Includes: market positioning, pricing comparison, estimated market share, and 3 key differentiators for the target startup. Uses LinkedIn, G2, Capterra, and public company data.
Agent conducts 5 "discovery calls" — cold outreach to current customers of the target startup (found via LinkedIn, Twitter, or from startup's case studies). Asks: how did you find them, what's your usage like, what alternatives did you consider, what would make you leave? Synthesizes patterns. This is the most differentiated part — most investors never talk to real customers before investing.
Agent receives founder's financial model (or constructs one from their pitch deck numbers). Benchmark against: public comps at similar stage, industry average growth rates, typical SaaS metrics (Magic Number, Burn Multiple, Rule of 40). Identifies the 3 most aggressive assumptions and provides a revised base/bear/bull scenario. Not an audit — a sanity check.
All findings compiled into a structured PDF report: Executive Summary (1 page), Founder Assessment, Market Analysis, Competitive Landscape, Customer Voice, Financial Review, Red Flags Summary, and Investment Recommendation Framework. Report is designed to be inserted directly into a deal memo or LP update.
For $499/month, investors get ongoing monitoring of their portfolio companies: monthly news alerts, competitor moves, hiring signals from LinkedIn, and quarterly "health check" reports. Keeps investors informed without active monitoring effort.
| Tier | Price | Includes |
|---|---|---|
| Standard Deal | $299 per deal | Founder background, market size, competitive landscape, projection sanity check. 48hr turnaround. PDF report. |
| Deep Dive | $499 per deal | Everything in Standard + Customer Interview Synthesis (5 real customer calls with written summaries). 72hr turnaround. |
| Portfolio Monitor | $499/month | Monthly monitoring of up to 10 portfolio companies. News alerts, competitor tracking, quarterly health reports. |
| Unlimited | $999/month | Unlimited deal reports + portfolio monitoring (up to 20 companies). Best for active angel investors doing 5+ deals/quarter. |
For Series A+ deals requiring deeper financial modeling and human analyst review, partner with a human analyst network at $1,500–3,000 for the engagement. Agent handles the 80% of research that is standardized; human handles the 20% that requires judgment.
| Metric | Why It Matters |
|---|---|
| Report Completion Rate | Some companies don't have enough public data — identify these early so investor isn't surprised |
| Customer Call Acceptance Rate | What % of cold outreach customers agree to talk? High rate = credible product with engaged users |
| Repeat Customer Rate | Do investors come back for their next deal? Best signal of report quality |
| Report → Follow-Up Deal Rate | Does the research lead to actual investment? Aligns incentives |
| NPS from Investors | Would they recommend to fellow angels in their network? |
| Risk | Mitigation |
|---|---|
| Limited public data on early startups | Be transparent about data confidence levels in reports; flag where data is thin |
| Customer cold calls are intrusive | Frame as "independent investor research" not startup booster; offer no incentive to customers |
| Investors use report to avoid doing work | Position as decision-support, not decision-making; investor still applies judgment |
| Startup founders object to research | Reports are for investors only; not publicly available; NDA available on request |
| Accuracy liability | Clear disclaimer: "research from public sources, not a guarantee of accuracy" |