Company research and acquisition screening with AI

Example

What would an analyst need to check before considering an acquisition of Patagonia?

You get: A public-information screening brief covering ownership, products, customers and distribution, with cited financial disclosures and unanswered diligence questions. A CSV keeps each claim with its source and review status.

Gather the evidence

Start with the official website and ownership announcements. Check independent reporting before treating a company statement as corroborated. Keep control, economic ownership and operating subsidiaries separate. This example does not assume the company is for sale.

Use Search and Contents if your application already handles the analysis. To generate the brief and CSV together, run the DeepResearch request below.

Try it

Set VALYU_API_KEY in your environment. This is an illustrative request, not a saved result. Replace the company, periods or sources for your own task.

Run the research request

cURL

curl --fail-with-body https://api.valyu.ai/v1/deepresearch/tasks \
  -H "x-api-key: $VALYU_API_KEY" \
  -H "Content-Type: application/json" \
  --data-binary @- <<'JSON'
{
  "query": "Prepare a preliminary acquisition-screening brief on Patagonia using public information. Establish the current ownership structure and distinguish control, economic ownership and any publicly stated restrictions or mission commitments. Do not assume the business is for sale or an acquisition is feasible. Cover product categories, customer segments, distribution channels and publicly announced ownership structure. Identify which findings need legal, commercial or management verification before considering a transaction. Attribute company claims and distinguish them from independent reporting. Include financial figures only when explicitly disclosed with a period and currency. List missing evidence and follow-up questions.",
  "mode": "standard",
  "urls": [
    "https://www.patagonia.com"
  ],
  "research_strategy": "Resolve the company identity first. Start with official company pages and announcements, then seek independent corroboration. Keep publication dates and event dates separate. Do not estimate undisclosed financials.",
  "report_format": "A concise brief with sections for business model, distribution, ownership, public financial information and unanswered questions. Cite material claims inline.",
  "deliverables": [
    {
      "type": "csv",
      "description": "Source-linked screening evidence. Keep missing disclosure explicit.",
      "columns": [
        "company",
        "topic",
        "claim",
        "value",
        "unit",
        "reporting_period",
        "source_url",
        "evidence_status",
        "follow_up"
      ]
    }
  ]
}
JSON

Save the returned deepresearch_id and poll task status. When status is completed, read output and download the CSV from deliverables; handle failed tasks separately.

Check before using

Correct company and ownership perimeter.

Financial figures retain their period, currency and source; undisclosed values stay unknown.

Follow-up questions distinguish missing evidence from an adverse finding.

Keep the accepted output and its evidence together in your analyst workspace. See Research in your application for integration details.

Start here

APIs

Finance workflows

Sciences workflows

Build and connect

Comparisons

Consumer-brand acquisition screening

Example

Gather the evidence

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Check before using

​Example

​Gather the evidence

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​Check before using

Example

Gather the evidence

Try it

Check before using