Research and brief portfolio companies
Turn Claude Cowork into an expert on evaluating the health of your portfolio
Use case: Search news, funding announcements, and social channels for any list of companies and generate a scored, flagged briefing dashboard per company.
Inputs
- A list of companiesList the companies to track, then set a time window and depth; the agent profiles each one and reports only signals new since the last run.
Outputs
- Four headline stat cards: companies monitored, active, alerts, total mentions
- Signal heatmap across funding, legal, leadership, product, sentiment, and competitors
- Brand mentions chart by channel across Reddit, HN, press, Twitter/X, and LinkedIn
- Interactive activity timeline with click-to-expand detail panel
- Funding comparison bar chart labeled with round type and amount
- Per-company signal cards with a Positive, Watch, or Alert flag
- Share-of-voice summary across the whole portfolio
- Parseable briefing.md with per-company signal blocks
A 7-day portfolio briefing on Anthropic, OpenAI, and Google (June 11–18, 2026). It pulls real-time web signals across news, funding, leadership, product, legal, and sentiment into one interactive view. The dashboard includes summary metrics, a signal heatmap, brand mentions by channel, a click-to-expand event timeline, valuation status, and per-company signal cards with sources.
How it works
An 8-phase pipeline
- Verify accessClaude runs a test Nimble Search to confirm the connector is live before any research begins, and guides setup if it is not.
- Profile each companyNimble Search runs broad sweeps so Claude can identify each company's product and ecosystem, then adapt every later query to it.
- Count brand mentionsNimble Search tallies mentions across Reddit, Hacker News, press, Twitter/X, and LinkedIn to build the share-of-voice chart.
- Sweep the newsNimble Search runs news, funding, leadership, product, and financial queries inside the chosen time window for every company.
- Extract high-signal hitsNimble Extract pulls funding amounts, leadership moves, and product details from results that clear the materiality bar.
- Read headcount signalsNimble Search checks LinkedIn posts, open roles, and executive activity for strategy shifts on deep runs.
- Flag and dedupeClaude assigns each company a Positive, Watch, or Alert flag, drops stale or duplicate signals, and keeps only what is new.
- Render the briefingClaude builds the interactive HTML dashboard inline and writes a parseable markdown briefing.
Stack
- nimble_searchRuns the brand-mentions count and every news, funding, leadership, and social query inside the time window.
- nimble_extractPulls full details from high-signal pages, including paywalled and JavaScript-heavy sources.
- claude-coworkDrop the skill into Claude Cowork to get an interactive dashboard of Nimble + Claude's output
- claude-sonnet-4-6Profiles companies, scores signals, assigns sentiment flags, and dedupes against prior runs.
