Get a ranked prospect list every week.

Tell your assistant what a good account looks like. It researches matching companies, explains why each one fits, and emails you a ranked list.

Create a prospect research task
9:41
Ranked_prospect_research.xlsx
HomeInsertData
8 PROSPECTS · PUBLIC SOURCES ONLY
#Company
2

Northstar Systems

Fit: StrongEvidence: Finance operations team grew 40% in six monthsCurrent signal: New VP Finance
3

Arbor Cloud

Fit: StrongEvidence: Target size and growing reporting workloadCurrent signal: Opened Austin office
4

Meridian Labs

Fit: StrongEvidence: Matches customer pattern and operating modelCurrent signal: Hired COO
5

Fieldstone AI

Fit: GoodEvidence: B2B software with distributed finance teamCurrent signal: Series B closed
6

Harbor Metrics

Fit: GoodEvidence: Manual reporting called out in job postsCurrent signal: 3 analyst roles
7

Pineworks

Fit: GoodEvidence: Employee count and customer mix match briefCurrent signal: New ERP project
8

Orbit Ledger

Fit: ReviewEvidence: Strong finance signal; size near upper boundCurrent signal: Controller hired
9

Cedar Stack

Fit: ReviewEvidence: Profile match with limited recent evidenceCurrent signal: No new signal
Prospects
Prospect brief

Monday brief — ranked prospects

“Which companies match our best customers this week?”

SOURCES

Ideal account profile.pdfCurrent accounts.csvPublic sources

SCOPE

US B2B software · 50–500 employees

FORMAT

15 companies ranked by fit · every match cited

Every Monday · 8:00 AMCarried into each scheduled run

Define fit in your own words.

Share the customer traits, exclusions, and signals that matter. Deck uses that brief as the standard for every research run.

See why each company made the list.

Every ranked company arrives with a plain-language explanation and links to the public evidence behind it.

1.Research accounts that match our best customers

Describe the kinds of companies you want to find and add a list of companies Deck should skip. Each Monday, Deck sends you new matches, ranked with links showing why they fit.

  • Focus on 50–500 employee B2B software companies
  • Prioritize recent finance or operations hiring
  • Exclude current customers and the attached account list

Mon 8:00 AM

Every Monday, research 15 companies that match our best customers. Rank them by fit and cite your sources.

Ideal account profile.pdfCurrent accounts.csv
Run this week’s prospect research

Done — 15 companies ranked by fit, with sources cited for every match.

Ranked prospect research.xlsx15 researched companies

01Northstar Systems

Strong profile match; recently added finance operations roles and expanded to a second US office.

02Arbor Cloud

Fits the target size and operating model; public hiring plans point to a growing reporting workload.

03Meridian Labs

Matches the customer pattern and announced a new operations leader this quarter.

InsertCopyRegenerate

2.This week’s ranked prospect list in your inbox

Deck returns the strongest matches first, with a concise fit explanation and source links for every company.

3.It only reads the sources you approve

Connect the profile brief and account list once. Deck asks before touching anything new, and you can revoke access at any time.

Permissions

This artifact uses connectors

Grant access to the services below so Deck can pull live data. You can revoke access at any time.

Google Drive

Ideal_account_profile.pdf

Connected

HubSpot

Current accounts to exclude

Connect
Not nowConnect all

Start next week with the right accounts to review.

Give Deck the profile once, then refine the next list by replying to the email.

Create a prospect research task