Stacks / 8 steps
Competitive Intelligence
Combine company, market, technical, and historical evidence in one research loop. Sequenced in the order you would actually reach for each tool on a real job.
Exa
Search and retrieval API useful for Claude agents.
Perplexity
Useful complementary answer/search engine.
Wayback Machine
Recover historical pages, prior claims, old product positioning and vanished sources.
Google Patents
Search patents and prior art when Claude needs technical or competitive history.
SEC EDGAR
Primary US public-company filings.
FRED
US economic and financial time series.
OpenAlex
Open scholarly knowledge graph.
Scite
Citation context and supporting/contrasting evidence.
Need this workflow built and running, not just linked? EE Solutions implements agentic stacks like this one. EE Solutions is a senior technology team for private capital firms and their portfolio companies.
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