Search and Discovery

Search and discovery is how briefs become expert shortlists. Today the matching is done by senior researchers reading every brief. The interface is being built in parallel — by Q3 2026, search-and-discovery will be available directly to clients alongside the researcher-led workflow.

Module
SEARCH & DISCOVERY
Status
Shipping + roadmap
Last updated
Q1 2026
01/Shipping Today4 live capabilities
02/On The Roadmap4 planned

Honest disclosure: not yet shipping. Tracked publicly so buyers know what to expect.

03/Frequently Asked3 questions
Q.01

Will I lose senior-researcher contact once self-serve search launches?

No. Self-serve is additive — for buyers who want to browse directly. The senior-researcher curation workflow continues for buyers who prefer it. Most institutional clients use both.

Q.02

How does AI matching avoid producing irrelevant matches?

Confidence scoring lets buyers filter on match quality, plus all AI-suggested matches still pass through senior-researcher review before they're presented to the buyer. AI accelerates; humans gate.

Q.03

Can I exclude specific companies or people from my search?

Yes, today via the brief. The roadmap surfaces this as a persistent buyer-level exclusion list managed via the interface.

04/Other Platform Modules3 more
01
EXPERT DATABASE

Searchable database of 50,000+ vetted operators across 80+ sectors.

02
TRANSCRIPT LIBRARY

5,000+ anonymised expert transcripts, indexed by company, topic and industry.

04
COMPLIANCE TOOLS

Pre-call attestations, real-time monitoring, exclusion lists, 7-year audit trail.

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