How to use Lenses for repeatable company research
With Lenses, you can ask a question about a company, get a clear answer, and save that question to reuse for repeat research.
They’re designed for robust, reliable, repeatable company research, tailored to the questions you and your team actually ask.
What you can do with lenses
Use Lenses to standardise repeat research tasks like:
Qualification
Risk / red flag checks
Investment / partnership memos
Account briefing templates
How to use lenses
Open Lenses on a company page
Go to any company page and click on the bar at the left-hand side of the page.
This will open the Lenses side panel, where you’ll see a list of your lenses.
Type in your query
Write your question in natural language - think of it as a prompt you’ll want to reuse.
Run it to generate an answer
Submit your question to generate a focused insight for that company. We’ll generate a name for your lens, which you can edit if you wish.
Save it as a Lens to reuse
Save the lens so it becomes part of your reusable Lenses toolkit, alongside our defaults, for future research.
Use the same lens on a different company
Simply click on a lens to run it again using the same question on different companies to shortcut getting to the answers you need. You can do this from:
The panel at the top of a company’s summary page - this provides a shortcut to lenses when the side panel is closed.
The Lenses side panel - this is your workspace for asking questions, managing your lenses, and creating new ones.
Got a one-off question you don’t want to save? That’s fine too - simply follow the same process, and click ‘back’ instead of ‘Save’ when you’re finished.
Manage your lenses
From the Lenses side panel, you can:
View and run lenses
Edit your lens prompt or name
Delete lenses you no longer need
Reorder lenses so your most-used research workflows stay at the top
Tips for better answers (and more reusable lenses)
A few best practices to get more consistent outputs from lenses:
Ask open-ended questions
Avoid simple yes/no questions. Open-ended prompts tend to be more reusable and produce richer insights.
Provide context (tell us what “good” looks like)
Include what outcome you want and what matters most to you (e.g., your ICP, risk tolerance, decision criteria).
Focus on one outcome per lens
Lenses are designed to produce focused responses rather than open-ended chat. This reduces hallucination risk and improves consistency.
You can always create multiple lenses for your different research goals.
Examples you can copy
Partner Briefing
You are preparing an insight to brief a partner before a meeting. Focus on essentials - what the company does, its scale, notable signals, ownership, recent changes, and top questions we should ask in the meeting.
SWOT Analysis
Produce a focused SWOT analysis for this company (Strengths, Weaknesses, Opportunities, Threats). Include anything relevant from its financials, keeping points evidence-led.
Audit Needs
Assess whether this company would be a strong audit target, especially if it looks like it may have outgrown a smaller audit provider. Call out the most convincing evidence that the company is scaling or signals that it may require corporate finance support.
Investor Summary
Analyse this company like an investor. Summarise its funding history, notable investors, valuation movement if available, and any signs suggesting momentum or whether it’s likely to raise again in the next 6–18 months with the reasons, catalysts, and risks.
Contribution
Summarise this company’s contribution to the local economy, including investment attracted, innovation and R&D activity, ESG signals, and employee count, as well as any foreseeable risks.
Ideal Client Profile
To what extent does this company fit my Ideal Client Profile? My ideal client is a non-transactional SME operating in FinTech and based in London. Give me a clear fit verdict and the key evidence behind it.
How lenses work
Lenses are built to keep outputs relevant and trustworthy, using a few key steps:
Validation: checks that a query is appropriate before generating a response
System prompt: manages the scope of lenses as a company research assistant and encourages evidence-based responses
Relevance scoring & evaluation: supports quality control and ongoing evaluation of results
Got feedback to share? We’re always improving on our features and we’d love to hear from you. Book in a call with our Product team.