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Investor map for <company.com> and its five closest peers

The funding history of <company.com> and its five closest peers - rounds, dates, amounts, lead investors and shared investors - charted as a raise timeline in a Google Sheet.

PlaybookFunding & NewsSimilar CompaniesChartsGoogle SheetsRUN BY THE COMPANY INTELLIGENCE AGENT →

The problem this solves

A founder heading into a raise wants to know which investors already back the peer group and which have never touched the category. A rep selling into a portfolio wants the opposite view: which companies share an investor, because a warm path through one board member reaches five accounts. Both start with the same map, and both usually build it by hand from press releases and investor pages, one company at a time.

The hand-built version has two flaws. Peers are chosen by memory, which means the well-known names and never the quiet company with the same customers and a bigger round last quarter. And investor names are never normalized, so the same firm appears under three spellings and the overlaps that were the whole point of the exercise are missed.

How the mission runs

  1. Choose the five closest peers. The Company Intelligence Agent resolves <company.com> and runs similar companies against it, ranking candidates on what they sell, who they sell to, headcount band and business model. It lists the five it chose with the reason for each, and you can name replacements in the prompt or on a rerun.
  2. Pull the funding history for all six. Funding and news data returns every round for each company: stage, date, amount where disclosed, and the investors on the round with the lead marked. Undisclosed amounts stay blank rather than estimated, and each round links to the announcement it came from.
  3. Normalize investors and find the overlaps. Investor names are reconciled so one firm has one spelling across all six companies. The agent then builds the overlap table: which investors appear in more than one company, at which stage, and whether they led. Shared investors are the rows a founder or a rep reads first.
  4. Chart the raise timeline. The chart capability renders a timeline with one track per company and a marker per round sized by amount and labeled with stage and lead. A second chart shows cumulative raised over time, so the pace of each company's funding is visible next to the others.
  5. Deliver the Google Sheet with the charts attached. The sheet gets a Rounds tab with one row per round, an Investors tab with one row per investor and the companies they back, an Overlaps tab, and the charts placed on a Summary tab. Source links sit in their own column on every row.

The prompt

This is the exact objective the agent receives. Swap the obvious placeholders for your own domain, segment or channel and run it as-is from the console, Slack, or the API.

⟨ THE MISSION PROMPT · PASTE AND RUN ⟩

Map the funding history of <company.com> and its five closest peers: rounds, dates, amounts, lead investors and any investors they share. Chart the raise timeline and deliver the map as a Google Sheet with the chart attached.

What comes back

A Google Sheet holding the funding history of <company.com> and five named peers: every round with stage, date, amount, lead and co-investors, an investor index with the companies each firm backs, an overlap table of the investors that appear more than once, and two charts - a raise timeline and cumulative raised - on the summary tab. Each row links to the announcement it was read from.

Make it yours

  • Name the peers yourself when you already know the set, and the agent skips the similarity step.
  • Widen to fifteen peers and ask for the investors ranked by how many of them they back, which is the list a founder sends the first email to.
  • Add the peers' latest hiring counts from hiring data to see which companies are spending the money they raised.

Frequently asked questions

How does the agent decide which companies are the closest peers?

Similar companies ranks by what a company sells, who it sells to, its headcount band and model, and the agent lists the ranked candidates with reasons. You can replace any of the five by naming them in the prompt.

What happens when a round amount is undisclosed?

The amount cell stays blank and the round still appears with its date, stage and investors. Cumulative charts treat a blank as zero and say so in the caption, so the timeline is honest about what is public.

Can I get the map somewhere other than Sheets?

Yes. Ask for a Google Doc with the charts embedded and the tables underneath, or a Slack post with the overlap table and the chart image attached.

How far back does the history go?

As far as the funding record goes for each company, from seed or earlier when it is public. Ask for the last five years only when the older rounds are noise for your purpose.

Go deeper

⟨ RUN IT INSTEAD OF READING IT ⟩

This mission runs minutes after signup.

Open a workspace, paste the prompt, and the Company Intelligence Agent carries it end to end on your plan's monthly credits - evidence attached.

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