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Research Workflows with Perplexity
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Class 2
Research Workflows
Perplexity-first Diligence
Use Perplexity for facts/citations → LLMs for synthesis.
Objectives
Design company/manager OSINT flows with citations.
Capture notes and convert to actionable briefs.
Define a checklist for high-signal sources.
Queries & Follow-ups
Company Dossier
Products, revenue model, customers
Latest news, earnings, filings
Competitors and differentiators
Manager Profile
Talks, posts, interviews
Writing style, interests
Team org and priorities
In-Class Exercise
Pick one target company and manager.
Run 6–8 Perplexity queries; extract citations.
Draft a 1-page “Why me, why now” brief.
Assignment
Three diligence packs (company + manager).
Each includes 5+ cited sources and key risks.
One tailored “Why me, why now” per company.
Tools
Research
Perplexity (citations, recency)
OpenRouter to route LLM calls
Synthesis
Claude / Gemini Pro 2.5
Gemini Flash 2.5 for image review