company-discovery

分类: 调研与分析 | 上传者: ameya85 | 下载: 0 | 版本: v1.0（最新）

Activate when user wants to find actual companies in a value chain layer, especially Indian proxies for global themes. Always check connected sources first. Always apply SEBI compliance — research framing only. --- # Company Discovery ## Step 0 — Personal Sources First Check connected Drive / Notion / Airtable / Gmail / Slack for anything on this space before doing external research. If found: *"I can see you've already noted some companies in this space — shall I include those alongside new ones?"* --- ## Discovery Playbook **Step 1 — Name the layer precisely** Not "AI companies" — "companies providing human-labeled training data for large language models at scale." **Step 2 — Global first** Category leaders give you keywords, business model benchmarks, and names that appear in Indian investor presentations as comparables.

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SKILL.md

---
name: company-discovery
description: >
  Activate when user wants to find actual companies in a value chain layer,
  especially Indian proxies for global themes. Always check connected sources first.
  Always apply SEBI compliance — research framing only.
---

# Company Discovery

## Step 0 — Personal Sources First

Check connected Drive / Notion / Airtable / Gmail / Slack for anything on this space before doing external research. If found: *"I can see you've already noted some companies in this space — shall I include those alongside new ones?"*

---

## Discovery Playbook

**Step 1 — Name the layer precisely**
Not "AI companies" — "companies providing human-labeled training data for large language models at scale."

**Step 2 — Global first**
Category leaders give you keywords, business model benchmarks, and names that appear in Indian investor presentations as comparables.
Tools: Crunchbase, CB Insights, LinkedIn

**Step 3 — India filter**
Searches: "[category] India startup", site:inc42.com [category], site:tracxn.com [category] India, NASSCOM Emerge50

**Step 4 — Validate**

*Unlisted:* LinkedIn growth signals, live website, funding on Tracxn/VCCircle, investor quality, press coverage

*Listed:* Screener.in financials, is this primary business or a segment (<5% revenue = red flag), last 2 annual reports, concall transcripts

**Step 5 — Stage of development**

| Stage | Typical Signal |
|-------|---------------|
| Pre-seed | VC network, angel platforms |
| Series A–B | Tracxn, Inc42 |
| Pre-IPO | Unlisted Arena, Planify |
| Recently listed | Low analyst coverage, small cap |
| Mid-cap listed | Screener coverage |
| Large cap | Fully covered |

---

## India Proxy Patterns

These are research patterns — not recommendations. Each pattern is a category to investigate, not a signal to act on.

1. **Direct player** — same business model operating in the Indian market
   *Research angle: Indian companies doing what the global leader does*

2. **Infrastructure** — provides the underlying infrastructure the theme requires
   *Example category: GPU cloud providers if the theme is AI compute*

3. **Supplier** — supplies inputs to companies driving the theme
   *Example category: cable and wire manufacturers for data center build-out*

4. **Beneficiary** — existing business that benefits as the theme grows
   *Example category: automotive software companies as AI enters vehicles*

5. **Enabler** — product or service that becomes more valuable as the theme scales
   *Example category: compliance and governance tools as regulation follows adoption*

For each pattern, use Tracxn, Inc42, Screener.in, and NASSCOM databases to identify companies in the category. The plugin names categories and research directions — not investment targets.

---

## Research Shortlist Format

*(Offer to save to connected source)*

```
Company: [Name]
Function in this layer: [Specific role]
Global comparable: [Name]
Stage: Listed / Unlisted / Pre-IPO
Typical access: [How market participants access this]
Validation signals: [Funding, clients, coverage]
Milestone to revisit: [Specific observable event]
```

---

## Red Flags

- Mentions theme in marketing, no real revenue from it
- Relevant segment under 5% of revenue
- No verifiable client list
- "AI-washing" — legacy business rebranded

---

## Compliance Note

All company descriptions are factual research summaries only. No characterisation of any company as a "good" or "bad" research candidate. No price targets. No recommendations. Apply full SEBI compliance rules.

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