Stacks / 8 workflow stages
Run Technical & Competitive Diligence
Triangulate company claims with primary filings, historical evidence, patents, technical artifacts, and independent research.
Best for
Investors, operators, product leaders, and technical teams evaluating a company, market, product claim, or technology position.
Outcome
A diligence trail grounded in primary sources and technical evidence rather than only management materials or generic web search.
Not for
Formal legal, accounting, cybersecurity, or patent opinions that require a qualified specialist.
Use this as a decision framework, not a mandatory shopping list. Swap or skip layers based on your existing stack, constraints, and risk profile.
1. Start with company disclosures
SEC EDGAR
Use primary public-company filings for stated risks, financial context, business descriptions, and material disclosures.
AlternativesFederal Register
2. Reconstruct what changed
Wayback Machine
Compare historical websites, positioning, claims, documentation, and product evolution over time.
3. Check patents and technical claims
Google Patents
Inspect relevant patent filings and cited prior art when defensibility or technical novelty is part of the thesis.
4. Discover independent evidence
Exa
Search semantically for technical material, company references, papers, documentation, and less obvious evidence.
AlternativesPerplexity
6. Check scholarly support
Scite
See how research claims are cited and supported when the diligence question touches scientific or technical literature.
AlternativesSemantic Scholar, OpenAlex
7. Pull macro or market evidence
FRED
Ground market and economic assertions in primary time-series data when macro context matters.
AlternativesOur World in Data, Data.gov
8. Keep the evidence trail
Zotero
Capture sources and citations so the diligence conclusion can be traced back to the underlying evidence.
AlternativesReadwise Reader
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.
Talk to EE Solutions ↗