Do due diligence on a startup before you invest
Team, product, traction, competitors and red flags, and each claim in the pitch deck checked.
- You start it: When you start it
- Odyssey deep research
What it does
The task
Research startup (website) as an investor. Find the founders' work history, the funding rounds and investors, the product and its prices, the customers named on the site, the reviews on G2, the hiring trend on its careers page and the news from the last 2 years. Compare it with its 5 closest competitors. Check that the claims in the pitch deck at deck url match what you find, and list each mismatch. Write a memo of 2 pages or fewer in a new Google Doc: summary, strengths, risks, red flags and questions for the founders, with a source for each fact.
- It works in Crunchbase, LinkedIn, G2 and Google Docs, in the workspace you pick, and signs in with passwords from your Cuiar vault.
- It runs once, when you start it.
- It uses Odyssey, the deep-research mode of the Pro and Team plans, and keeps a citation for each fact.
What you give it
| Blank | What to give | Example |
|---|---|---|
| startup | The company name | Kelpie Logistics |
| website | The company website | kelpielogistics.com |
| deck url | A link to the pitch deck in Google Drive or as a PDF | https://drive.google.com/file/d/1AbK7dQ9mZ/view |
What you get back
An example run with the example values above. Your run uses your own data.
Kelpie Logistics: due diligence memo (Google Doc, 2 pages, 34 sources)
Summary: route software for regional freight firms. Seed round of 3.2 million USD in 2025.
Strengths: the founders built and sold a fleet app; 14 customers named on the site; G2 4.7 (38 reviews)
Risks: 2 funded competitors with 5 times more staff; prices 40% above the market
Mismatches with the deck:
- Deck: 60 customers. Site: 14 named. CEO in a 2026 podcast: 35.
- Deck: 18 staff. Careers page and LinkedIn: 11.
Red flag: no new engineering hire in 9 months
Questions for the founders: churn in the last 12 months, the 3 largest contracts, results of the price test
Run it in Cuiar
- 01
Open it
Click Use in Cuiar on this page. The side panel opens with the task in the composer.
- 02
Fill in 3 blanks
Type startup, website and deck url. Tab moves to the next blank.
- 03
Run it
Run sends it to the agent. Follow each step in the panel, and stop it at any time.
From the terminal
cuiar exec --odyssey "Research Kelpie Logistics (kelpielogistics.com) as an investor. Find the founders' work history, the funding rounds and investors, the product and its prices, the customers named on the site, the reviews on G2, the hiring trend on its careers page and the news from the last 2 years. Compare it with its 5 closest competitors. Check that the claims in the pitch deck at https://drive.google.com/file/d/1AbK7dQ9mZ/view match what you find, and list each mismatch. Write a memo of 2 pages or fewer in a new Google Doc: summary, strengths, risks, red flags and questions for the founders, with a source for each fact."Run it from your AI agent
Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call run_task yourself.
1. Add Cuiar to Claude Code
claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp2. Ask your agent
Use the Cuiar tool run_task to run my "Do due diligence on a startup before you invest" template with startup = Kelpie Logistics; website = kelpielogistics.com; deck url = https://drive.google.com/file/d/1AbK7dQ9mZ/view.Setup for other agents: AI agents.
The tool call
{
"name": "run_task",
"arguments": {
"task": "Research Kelpie Logistics (kelpielogistics.com) as an investor. Find the founders' work history, the funding rounds and investors, the product and its prices, the customers named on the site, the reviews on G2, the hiring trend on its careers page and the news from the last 2 years. Compare it with its 5 closest competitors. Check that the claims in the pitch deck at https://drive.google.com/file/d/1AbK7dQ9mZ/view match what you find, and list each mismatch. Write a memo of 2 pages or fewer in a new Google Doc: summary, strengths, risks, red flags and questions for the founders, with a source for each fact.",
"mode": "odyssey"
}
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