Use case

Organize market signals before strategy meetings

Turn reports, articles, expert notes, public data, and market commentary into structured opportunity briefs.

Create Market Brief Draft Strategy Memo
Sources in
PDFWebInterviewCSV
CollateYard
  • Clean duplicates
  • Cluster themes
  • Extract evidence
  • Attach citations
Outputs out
BriefBoardTableMemo
Input → output

Market research flow

Inputs
  • Industry reports
  • News articles
  • Analyst summaries
  • Expert interviews
  • Public datasets
  • Investor memos
  • Conference notes
→
Outputs
  • Market briefs
  • Trend boards
  • Category maps
  • Risk lists
  • Decision memos
Market brief example

Structured before the meeting

Market Brief

Market context

Mid-market SaaS onboarding tools growing 18% YoY

Customer segments

Series B–D · 50–200 employees · no dedicated ops

Demand signals

Integration complexity cited in 4 of 6 analyst reports

Competitor landscape

3 incumbents bundling onboarding; 2 AI-native entrants undercutting on price

Risks

Incumbent bundling · budget freeze in Q3

Open questions

Will mid-market buyers pay for standalone research collation vs bundled suites?

Prepare materials for strategy meetings — not replace your investment decisions.

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