Deal canvas: Research Account tab

Updated May 2026

You'll learn how to: Use the Research Account tab to get an AI dossier on the buyer's company before a meeting or proposal.

Time: 1 minute to trigger. 2-5 minutes for the AI to build the dossier in the background.

Prereqs: The deal has a Company linked. Without a company, the dossier can't be built.

Where it is

Open a deal on Revenue. The canvas opens. Click the second tab, Research Account.

What the dossier covers

Top to bottom, when fully built:

Snapshot: who they are, what they do, where they're based, headcount, funding stage.
Recent signals: hiring, leadership changes, press, social activity in the last 30 days.
Tech stack: tools they use (from public web signals + LinkedIn detection).
Competitive landscape: who else they're likely talking to.
Decision-maker map: AI-inferred buying committee with each person's likely role and influence.
Talk tracks: 3-5 conversation openers grounded in the above.
Risks and sensitivities: things to handle carefully on this account.
Reasons to buy now: triggers in their business that suggest urgency.

How to build it

The first time you open the tab on a deal, the dossier is empty. You see a Build button with three levels:

Quick (cheap, fast): basic snapshot + recent signals. ~30 seconds. 1 credit.
Standard (recommended): everything above except the deepest competitive analysis. 2-3 minutes. ~3 credits.
Deep (slow, comprehensive): full multi-source research with cross-references. 5-10 minutes. ~10 credits.

Pick a level. Confirm the credit cost. The dossier builds in the background; you can close the tab and come back. Cards populate one section at a time as research completes.

For a brand-new prospect where you know nothing, start with Standard. For a top-priority account or a critical meeting, go Deep.

Edit any section

Every section is editable inline. Hover the section, click the pencil icon, change the text, save. The AI's draft is a starting point; your edits become the canonical version of that section.

This matters because:

The AI sometimes gets specifics wrong (especially on smaller companies with thin public footprint).
Your edits are stored and surface in future AI-generated drafts (the AI learns the canonical view from your edits).
When you re-run the dossier later, your edited sections are preserved unless you explicitly tell it to overwrite.

Rebuild later

Signals refresh. After a few months on a stalled account, rebuild to pick up new news, leadership changes, or growth signals. Use Rebuild (or Re-run research) on the section header. Confirm the credit cost.

You can also rebuild a SINGLE section without redoing the whole dossier. Useful when the company just announced a funding round and you want to refresh just the Recent signals section.

Use the dossier

The dossier is your prep input for the rest of the deal canvas:

Map People uses the Decision-maker map to suggest stakeholders to add.
Proposal drafts use the snapshot + reasons to buy now.
Deal Room pulls the snapshot for the buyer-facing room.

So building a good dossier early pays off across every other tab.

If something goes wrong

Symptom: "Build button is greyed out." → Fix: The deal has no company linked. Add one on the Check Fit tab first.
Symptom: "Dossier built but looks thin." → Fix: Small or stealth companies have limited public data. Try a deeper level, or manually fill in the sections from what you know.
Symptom: "Section says 'Researching...' for too long." → Fix: Deep builds can take 5-10 minutes. If it's still running after 15 minutes, refresh the page. If it didn't actually run, click Rebuild on that section.
Symptom: "Dossier has factual errors." → Fix: Edit the section directly. Your edits stick and feed future AI drafts.
Symptom: "I want to share the dossier with a teammate." → Fix: Anyone with access to the deal sees the dossier. To share with someone outside Nynch, use the Deal Room tab.