Learning Timeline
Key Insights
Credit Usage Warning
The deep-dive research process across 50 firms simultaneously will consume a significant amount of credits. Ensure your company profile is accurate before initiating this deep search.
CRM & Personal Data Integration
You can connect Perplexity with Google Drive, OneDrive, or Dropbox. If you have existing CRM data in Google Sheets, the AI can access it to conduct more targeted research.
Advantages of Parallel Search
Unlike manual searching, AI Computer performs tasks in 'batches'. It can browse dozens of websites and LinkedIn profiles simultaneously to build a spreadsheet in just a few minutes.
Prompts
Investor Research & Spreadsheet Generation
Target:
Perplexity Computer
Here are 50 VC firms I'm considering raising for my series A. For each one, find their most recent fund size, lead partner, investment focus, and recent investments. Put it all into a structured spreadsheet.
Startup Profile Input
Target:
Perplexity Computer
I'm the co-founder of idea browser.com, the number one website for people to find great startup ideas, trends and how to build them with AI. I'm currently at Series A level. Find the best fit VCs for my company's profile.
Step by Step
Steps to Automate Research for 50 VCs
- Launch the 'Computer' function in Perplexity to start the 'Investor Pipeline Research' task.
- Enter your full company profile, including company name, your role (CEO/Co-founder), business description, and funding stage (e.g., Series A).
- Let the AI perform a sector analysis to identify 'vectors' or industry categories relevant to your company profile.
- Review the initial list of VC firms identified by the AI (e.g., Bessemer, Union Square Ventures).
- Click the 'Proceed' button or provide confirmation when the AI asks for permission to perform a deep-dive search that consumes a high number of credits.
- Wait for the AI to run 'batch research' in parallel across the web, LinkedIn, and X to find specific data: fund size, partners, and recent investments.
- Click the 'Files' tab in the sidebar to access the automatically generated spreadsheet.
- Download or save the data to your Workspace for follow-up actions.
