← All demos

Account Research Agent

Account research & prioritization.

Runs continuously on your assigned territory. Pulls 10-K filings, news, hiring signals, technographic changes, exec movement, and intent data — then produces ranked account briefs every Monday with "why now" reasoning and sequence handoff.

Ready
Simulation clock: Mon, 6:00:00 AM PT cycle: daily research · scope: 200 named accounts · territory: Enterprise West

Daily research cycle · DataForge Enterprise West

0 signals detected
01 Account board · 200 named accounts under continuous observation sources: SEC · LinkedIn · BuiltWith · 6sense · news
Signals detected
0
last 24 hours
Accounts re-scored
0
of 200 tracked
Tier-1 promotions
0
scoring threshold ≥ 80
Briefs generated
0
queued for AE handoff
02 Active deep investigation · highest-priority account 5-signal trigger pattern detected

Northwind Pharmaceuticals

Pharma · oncology specialty · $3.4B revenue · 8,400 employees · HQ: Boston MA
—
composite score
SEC · 10-K Regulatory disclosure · modernization mention weight: high

Filed 14 days ago. Found in Item 7 (MD&A).

"We intend to invest substantially in modernizing our data infrastructure over the next 24 months to support our expanding research pipeline and clinical trial data management."

LinkedIn · exec Senior data leadership · two recent hires weight: very high

Sarah Patel hired as Chief Data Officer 60 days ago. Previously VP Analytics at Pfizer (8 years).

+ Marcus Lee hired as VP Data Engineering 45 days ago. From Senior Director at Anthem.

BuiltWith · stack Technographic shift · active evaluation weight: high

Legacy Oracle still primary, but Databricks tags observed on new subdomain (research-data.northwindpharma.com).

RFP keywords surfacing in 4 open job descriptions: "modern data platform" · "cloud-native" · "governance at scale" · "lakehouse architecture"

News · Q3 call Scaling pressure · CEO mention weight: medium-high

Q3 revenue $890M, up 2.1× year-over-year, attributed to oncology pipeline.

CEO on Q3 earnings call: "We are scaling at a pace our data systems were not designed for."

CRM × LinkedIn graph Warm-intro path · existing customer weight: very high

Sarah Patel (CDO, Northwind) is a 1st-degree connection to Jen Wong (CDO, Meridian Bank — existing DataForge customer).

Meridian: $800K ARR · NPS 9 · onboarded 24 months ago on similar modernization use case. Reference available.

03 Generated account brief handoff-ready · AE inbox + agent loop
Account snapshot
Score
94 / 100
Tier
T1
Est. ACV
$1.2 – 1.8M
Stage
Cold
Why now

Triple-trigger pattern with warm-intro path attached.

Regulatory disclosure of modernization investment, two senior data executive hires within 60 days, and an active technographic shift away from legacy Oracle — all surfacing inside a 90-day window. Scaling pressure from 2× revenue growth creates urgency the CFO will feel directly. Historical pattern: this signal combination converted in 4 of last 6 similar accounts within 9 months of first touch.

Decision makers identified
SP
Sarah Patel
Chief Data Officer · 60 days in role · ex-Pfizer · warm path via Meridian
DM
ML
Marcus Lee
VP Data Engineering · 45 days in role · ex-Anthem
TB
DC
David Chen
CFO · 6-year tenure · prioritizes TCO and 3-year cost trajectory
EB
Recommended angle

Lead with warm intro through Jen Wong (Meridian) → Sarah Patel.

Reference Meridian's modernization — similar timeline, similar regulatory environment, similar scale ramp. Lead with TCO trajectory at scale to address CFO concern before it surfaces. Avoid generic "data platform" pitch; this team has already evaluated three vendors per LinkedIn activity.

Next play

Suggested sequence — first touch today

Assigned AE Sarah Chen
SDR Mary Roberts
Sequence template Enterprise Modernization v3 · warm-intro variant
First touch today 2:00 PM PT (auto-queued)
Expected time to first meeting ~9 days (warm-intro baseline)
04 Handoff human + agent destinations
AE
→ Sarah Chen
✓ delivered

Brief delivered to AE inbox + CRM. Northwind tagged T1 priority on territory view. Calendar block proposed for today.

S
→ Outbound Sequencing Agent
✓ delivered

Trigger fired. Agent loaded brief context + assigned sequence template. Awaits AE approval before first touch. Continue in Demo 2 →

#
→ Slack #pipeline-discovery
✓ posted

Brief summary posted. Manager visibility on new T1 promotion. 2 reactions in 30 seconds.

Agent activity

0 events
Press play to start simulation
Deterministic simulation of one daily research cycle. Production agent runs continuously across assigned territory.
Reset simulation