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Research Analyst

A complete account dossier in minutes. Built from every source that matters.

Complete account briefing doc — data sourced, synthesized, and ready for the AE before the first meeting.

THE brief

Pull everything known about this account — their tech stack, funding history, leadership team, recent news, competitor relationships, active job postings, and buyer intent signals. Organize it into a one-page briefing doc ready for the AE before the first meeting. Flag the three things most likely to matter in this conversation.

Aggregates data across every relevant source.

The agent queries firmographic databases, news feeds, LinkedIn, job boards, patent filings, regulatory databases, and intent providers simultaneously — not sequentially. For a standard account, this covers 40+ distinct data sources in a single run. Results are deduplicated, ranked by recency and relevance, and assembled into a structured profile. The process that takes a rep 45 minutes in a browser takes the agent under 3 minutes. Every data point is sourced and dated, so the AE knows whether they're working with information from this week or last quarter.

Meridian Health:

• 12 data sources queried.
• 6 material events in the past 90 days.
• Tech stack: Salesforce, Marketo, Snowflake.
• 4 open VP-level roles.
• Series B closed March 2026.

Identifies who matters and why

The agent doesn't just list contacts — it identifies the decision-relevant roles based on the product being sold and maps each person's influence in the buying process. A procurement lead at an enterprise company matters more for a compliance deal than a product manager does. The agent cross-references job tenure, LinkedIn activity, conference speaking history, and published content to assess how active and influential each contact is. The output is a ranked list of people to talk to, not a raw CSV of everyone at the company.

Meridian Health:

• 6 contacts prioritized.
• VP of Revenue Operations flagged as likely economic buyer based on recent Salesforce optimization posts.
• Director of Growth tagged as champion candidate — 3 public mentions of pipeline visibility challenges.

Surfaces the context that drives the conversation

Account research is only valuable if it translates into conversation. The agent identifies the three to five specific points most likely to move this particular deal — not generic talking points about the industry, but specific observations about this company's recent moves, competitive pressures, and strategic priorities. If the account just raised a Series B, the agent pulls the investor press release and CEO commentary and drafts a talk track that connects Lantern's capabilities to their stated growth goals. If they're hiring 20 SDRs, the agent flags the cost implication and positions the outbound automation angle.

Meridian Health key observations:

1. Series B signals 18-month growth push — CRO hire expected.
2. Marketo contract up for renewal in Q3 — evaluation window open.
3. 3 Glassdoor reviews mention 'too much manual CRM work' from RevOps team.

Keeps research current without manual effort

Account dossiers decay. A leadership change or funding announcement can make last month's research actively misleading. The agent monitors every account in the pipeline for material changes and pushes an update to the AE when something relevant happens — a new exec hire, a competitor win announcement, an intent surge, a regulatory filing. Research isn't a one-time task before the first meeting. It's a continuous input that should update as the deal progresses, and the agent handles that without anyone having to check.

Meridian Health:

• 2 updates since last briefing.
• New CRO hired (April 3).
• Competitor Clearbit contract detected as expiring (April 30).
• AE notified via Slack.

Today vs. with

Research Analyst

Today

• Rep opens 6 browser tabs — LinkedIn, Crunchbase, G2, news search, CRM, competitor site
• Research quality depends on how much time the rep spends and what they think to look for
• No system for surfacing the 3 things that actually matter in this specific conversation
• Research done once before the first meeting. Stale within weeks.
• AE walks into the meeting with generic industry knowledge and hopes the account hasn't changed

With ABM Strategist

• 40+ sources queried simultaneously. Structured output in under 3 minutes.
• Consistent depth across every account. Same sources, same structure, no gaps based on rep thoroughness.
• Key observations ranked by relevance to the deal. Context translated into talk tracks, not just facts.
• Continuous monitoring. AE notified when a leadership change, competitor move, or intent surge happens.
• AE walks in with this week's intelligence — who's who, what just happened, and what angle to lead with.

Works with

ABM Strategist

Uses Research Analyst output to build targeted campaigns for Tier 1 accounts. Deep dossiers inform personalized ad copy and email sequences.

Meeting Brief

Generates pre-call briefing docs when a meeting books. Research Analyst provides the underlying account intelligence.

Signal-Based Outbound

When a high-value signal fires, Research Analyst runs a full account deep-dive before the first touch. Outreach arrives with full context.

Three layers, one platform by Lantern

Every agent runs on three layers: a unified data model, 150+ enrichment providers, and an open-source engine where every decision is auditable.

Data Waterfall

150+ enrichment providers. Sequential routing optimized per segment. The best answer wins. No vendor lock-in.

Agent Engine

Open-source execution engine. Workflows defined in code. Human-in-the-loop checkpoints. Full audit trail on every action.

Revenue Ontology

Every data source normalized into one model. Entity resolution across systems. Relationships stored, not inferred. Schema that evolves with your business.

FAQ

• How long does a research run take?
• What sources does it pull from?
• Can I customize what the briefing doc includes?
• How is this different from just using ChatGPT to research an account?
• Does it update automatically when deal stage changes?

Show up to every meeting knowing more than they expect you to know.