The Brief, Before You Need It.
Companies, prospects, competitors, markets. Researched and condensed to the ask.
Bob is your AI Executive Assistant on Sistava.
Asking Bob for a research brief is like having an analyst on call. You frame the question, he pulls the sources, and you get a one-page brief with citations and recommendations within the hour.
For pre-call prep, due diligence, competitive intel, or just deciding which vendor to evaluate, the brief is structured the same way: what you need to know, what we know, what you should ask.
What you get
- One-page briefs with sources cited inline.
- Comparison tables included when comparing vendors or competitors.
- Key risks and red flags flagged at the top.
- Refresh on demand when the situation changes.
How it works
- Defines the question: Bob clarifies scope and depth before pulling. Spec sheet for evaluation, deep profile for diligence.
- Pulls and synthesizes sources: Public web, news, filings, your CRM history, your past notes. Cross-checked, not just first-result.
- Delivers a one-page brief with sources: Structured: TL;DR, key facts, comparison if applicable, risks, recommended questions.
FAQ
How deep does the research go?
Two modes: quick brief (under an hour, public sources) or deep dive (multi-hour, includes filings, past coverage, structured comparisons).
Can he dig into private companies?
Public footprint, hiring patterns, news coverage, funding signals. Private financials limited to what is filed or self-disclosed.
How fresh is the data?
Pulled at request time. The brief notes "as of" dates so you know what is current.