Skip to content

Repository files navigation

A robed archivist raises a glowing lantern toward a towering wall of card-catalog drawers in a vast dark archive, a few drawers lit amber high above the dust.

The Dossier Machine aka Research Entity

CI Version License Agent Skills

An independent project, built and maintained by Julian Soreavis. Not affiliated with, endorsed by, or sponsored by any of the vendors whose tools it installs into. Product names and trademarks belong to their respective owners, used here only to describe compatibility. Use at your own risk.

research-entity — board-ready competitive-intelligence and due-diligence dossiers on any legal entity: company, startup, or vendor. Drop in a name: the skill gathers evidence from free public sources, cross-validates every datapoint, and returns a structured 23-section Markdown dossier — executive briefing up front, methodology appendix at the back.

Ships as an Agent Skill with one skill tree and thin per-platform manifests, so it installs into Claude Code, Claude web/Desktop/Cowork, Codex, Cursor, Gemini CLI, Copilot, Grok, ChatGPT, and any other Agent Skills runtime — see Install.

Decision-support, not investment, legal, or hiring advice. Every figure carries its source and a confidence label — read them before acting on it.

What it does

  1. Takes an entity name (plus optional dimensions: research type, depth, audience, funding stage, vertical)
  2. Gathers evidence from free public sources — registries, filings, review platforms, job boards, press, OSINT layers
  3. Cross-validates every datapoint across independent sources; labels anything aggregator-only
  4. Runs an always-on 8-pattern red-flag scan and a hallucination audit
  5. Outputs a 23-section dossier to Markdown, with optional HTML, PDF, one-page exec summary, sales battle card, VC memo, or JSON export

The dossier (23 sections, stable numbering)

  • §0 Executive Briefing — BLUF, 15-row scorecard with labeled signals, SWOT, strategic position heat map, persona-aware response playbook, monitoring watchlist
  • §1–§18 Company profile — fundamentals, founders and related entities, funding and investors, product and technical architecture, feature catalog, pricing, customers, market positioning, community reception, data asset, integrations, security posture, content and analyst coverage, risks, strategic analysis, ecosystem view
  • §16.X Red-Flag Scan — layoffs, exec departures, lawsuits, breaches, regulatory actions, employee-review signals, status-page outages, leadership controversy
  • §19–§23 Evidence layer — sources, quote bank, final assessment, glossary, confidence-and-methodology appendix

Why you can trust the output

  • Every datapoint checked against multiple free public sources; aggregator-only data explicitly labeled
  • Source-or-silence on facts; numeric figures verified to be present in the cited source
  • Optional Admiralty source rating (--source-rating=admiralty) and per-section confidence scoring
  • Competitor rows verified against primary sources before market-positioning sections ship
  • Every mermaid diagram render-validated before export

Install

Use your platform's native plugin or skill manager where one exists — those lanes keep the runtime's own update path.

Platform Install Update
Claude Code /plugin marketplace add soreavis/research-entity then /plugin install research-entity@research-entity /plugin marketplace update research-entity, or enable marketplace auto-update
Codex codex plugin marketplace add soreavis/research-entity then codex plugin add research-entity@research-entity codex plugin marketplace upgrade
Cursor npx skills add soreavis/research-entity -a cursor npx skills update
Gemini CLI gemini extensions install https://github.com/soreavis/research-entity gemini extensions update research-entity
Copilot / GitHub CLI gh skill install soreavis/research-entity research-entity gh skill update research-entity
Grok grok plugin marketplace add soreavis/research-entity then grok plugin install soreavis/research-entity --trust grok plugin update research-entity
Claude web / Desktop / Cowork Customize → Plugins → + → Add marketplace → https://github.com/soreavis/research-entity automatic on marketplace sync
ChatGPT Skills → CreateUpload from your computer — the research-entity.zip built by scripts/build-skill-zips.sh re-upload the newer zip
Other agents npx skills add soreavis/research-entity npx skills update

Note

gh skill is in preview and its flags may change.

Step-by-step instructions, the manual-symlink lane for development, and verification steps are in docs/install.md.

Usage

# Simplest form — the wizard asks for type, depth, audience and export
/research-entity "Stripe"

# Full due-diligence dossier, written for an investor, as Markdown and HTML
/research-entity "Acme Corp" --type=due-diligence --audience=investor --depth=deep --export=both

# Devtools vendor, pulling GitHub and LinkedIn signals, with a tech-stack audit
/research-entity "DevTool X" --vertical=devtools --data-sources=github,linkedin --audit=tech-stack

# Re-run against last year's dossier — finds it automatically, returns the delta
/research-entity "Acme Corp" --year-over-year

# Public company, benchmarked against its cohort, sourced from SEC filings
/research-entity "Public SaaS Y" --stage=public --benchmark --data-sources=sec

# Compare two dossiers you already have
/research-entity --compare=./a-research.md,./b-research.md

# Condense an existing dossier into a sales battle card
/research-entity "Acme Corp" --export=battle-card

The dimensions that shape a dossier:

Flag Values
--type competitive · due-diligence · partnership · investment · research
--depth quick · standard · deep (deep spawns parallel cross-validation agents)
--audience c-suite · technical · investor · board · operator
--stage seedpublic (7 stage templates)
--vertical healthcare · fintech · govtech · edtech · legaltech · devtools · consumer · saas · deeptech
--framework swot · pestel · porter5 · vrio · value-chain · all (+ 7 Powers moat scoring)
--audit pricing · tech-stack · customer-concentration · ai-maturity
--export md · html · pdf · exec · battle-card · vc-memo · json · expert-call / customer-reference question batteries
--agents solo · validation · parallel · max — how much parallel cross-validation to spend
--source-rating admiralty — grade every source A–F / 1–6
--data-sources sec · wayback · github · linkedin · uspto · pacer and more
--benchmark / --compare / --year-over-year cohort benchmarks · side-by-side dossier diff · delta vs your prior dossier

Worked examples with expected output are in docs/usage.md; the full argument reference lives in SKILL.md.

What a full dossier costs

Token usage measured across four full-depth production runs (one dossier each, sessions dominated by the run):

Metric Observed range Median of the four runs
Output tokens 0.55M – 1.5M ≈ 0.7M
Cache reads 80M – 330M ≈ 130M
Cache writes 1.7M – 7.2M ≈ 4.4M
Fresh (uncached) input 30k – 250k ≈ 80k

The top of each range is the run that used the heaviest multi-agent verification mode; the skill leans hard on prompt caching, so most input arrives as cache reads billed at a fraction of the fresh-input rate. Quick-depth runs cost substantially less but haven't been measured yet.

How it's built

A lean SKILL.md entrypoint routes to a library of segment files that load on demand — business/court/trademark registers, review-platform playbooks, OSINT layers, roadmap inference, moat scoring, expert-call question batteries, export pipelines, and a curated lessons file of known failure modes. The design is explained in docs/how-it-works.md.

Requirements: an Agent Skills runtime. Optional: Tavily MCP for higher-quality search (falls back to built-in web search automatically), pandoc + xelatex for PDF export.

Versioning

CalVerYYYY.0M.MICRO, kept in lockstep across all 8 platform manifests and the version badge above; CI fails on drift. Installed users only get an update when the version number changes.

Contributing

See CONTRIBUTING.md. Factual corrections are especially welcome — use the factual-correction issue template. Agents maintaining this repo start at AGENTS.md.

License

MIT © Julian Soreavis

About

The Dossier Machine aka Research Entity — board-ready competitive-intelligence & due-diligence dossiers on any company. 23 sections: founders, funding, product, pricing, customers, competition, red-flag scan. Cross-validated sources, every figure confidence-scored. Installs into Claude Code, Codex, Cursor, Gemini CLI, Copilot, Grok & ChatGPT.

Topics

Resources

Code of conduct

Contributing

Security policy

Stars

1 star

Watchers

0 watching

Forks

Releases

Packages

Used by

Contributors

Languages