Recent submissions

Comment · 8 months ago
Comment · 8 months ago
VCs need to verify quickly if a startup a) fits their investment thesis b) is a good strategic fit.

In Version 0 the tool assess a company's fit against an investment thesis. For instance: Does the Neobank N26 fit our thesis of European B2B?

Version 0 is basic; the thesis is simplified and hard-coded. We still wanted to launch to gather feedback regarding the data quality (assessing startups on the fly is hard) and scoring mechanism.

Right now the scoring mechanism is mostly LLM-based. We are working on a deterministic solution to make it more reliable.

Also, we want to expand the scoring algo so that you can assess more entities: a) For Sales: does a company fit my ideal customer profile b) For Investors generally: is the company a good fit (based on startup signals such as market competitiveness) c) Business Development: is company X a good partner for us etc.

Comment · 9 months ago
We have been working on how to track Y Combinator Companies (and other incubators for that matter) and I wanted to share a few learnings:

Identifying them in the first place is easy; even with a simple scraper you can save them to Notion, Google Sheets etc. Firecrawl or Exa are pretty good for that

The hard part is keeping the list current and "actionable":

you need a way to cluster startups; most VCs (& their thesis) are sector-driven. So a sector-taxonomy is ideal. But classifying startups into sectors is extremely difficult; you cannot rely on official documentation as it either does not exist or is too vague. you cannot rely on the startup name as the unique identifier; it can change, it might not be unique Startups pivot; so you need to keep your lists up-to-date you need to keep your database up-to-date; can't rely on news as information is scattered all over the place, can't rely on generic alerts, you need signals like "two new use cases on website" What we have seen to work

use two types of taxonomies: a broad one (NACE codes are a great way to start) and an AI-based one (use a simple classifier based on the company website) use the domain as the unique identifier instead of the name monitor live signals; that's usually the hardest part. The simplest (but also most expensive way) is to capture certain pages (about us, career pages etc.) regularly and use AI to get a "diff" usually Google Sheets is enough to start, but move quickly to a more stable database like Notion or Airtable (CRMs work too, but tend to be too overloaded) use N8N to glue all that together with a few simple prompts If there's interest, I can also share a technical breakdown and N8N files to start.

PS: you can read our full breakdown (in German, however) on your blog: https://www.researchly.at/post/y-combinator-companies-finden...

Comment · 1 year ago
Generic studies like the one from Semrush (https://www.semrush.com/blog/ai-mode-comparison-study/) offer an overview of the sources AI-powered search engines, such as Perplexity, use.

While Semrush analyzed a large number of sources (150,000), their findings are broad and not always useful for specific topics because sources can vary greatly between segments. For example, Semrush found Reddit and Wikipedia to be frequently cited, but in our research, neither of these sources appeared. Additionally, Semrush did not disclose the prompts they used, whereas our study uses prompts based on G2’s "Most Popular Software Categories."

To provide more targeted insights, we analyzed around 2,000 sources in response to prompts focused specifically on software categories from G2, with a focus on Perplexity as the AI search engine.

Some takeaway: * "Corporate" websites dominate citations, accounting for 76.07% of all sources. * Most frequently cited domains in the "Corporate" category include established, "older" domains like ions.de and zendesk.de, as well as less well-known sites such as botpress.com. * Comparison pages like www.crmsystem.de do not dominate the citations, even though they might be expected to rank higher due to their likely greater neutrality compared to corporate sources.

We will update the report in the next few week to analyze around 200 prompts (10 software categories from G2 each 20 prompts) which will lead to around 4000 urls.

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