Fusion-Data-Company Deep Research
Turn a plain-language question into a thorough, source-cited briefing. This is the research engine the other plays lean on.
When to use
The user wants more than a quick answer: "research the Nashville multifamily market," "what's happening with construction costs," "look into this developer," "find everything on this incentive program."
Tools, in order of preference
- Claude's built-in web search — always available, no setup.
- Tavily, Exa, Firecrawl if the user has connected them (their own keys) — exact call patterns in
underwriter-os/docs/DATA-SOURCES.md. Also FRED/Census for macro & demographic facts, and a connected parcel data source (quarry-parcels) for property/owner facts. - Yardi Matrix / finance connectors if connected (real estate / market data). Run the full method below regardless of which tools fire.
Method
- Clarify the decision. One sharp question if scope is unclear: what decision will this inform, and how deep do they need it? Then proceed.
- Decompose the question into 4–8 sub-questions. State them.
- Fan out: search each sub-question. Prefer primary and authoritative sources (government data, company filings, official market reports, reputable trade press). Note the date of every source.
- Triangulate: confirm important facts across 2+ independent sources. Flag anything you can only find once as "single-source — verify."
- Adversarially check: actively look for data that contradicts the emerging answer. Note disagreements rather than smoothing them over.
- Synthesize into the output format below. Lead with the answer.
- Cite everything with source + date. Never present an unsourced number as fact.
Output (save to the workspace, e.g. research/<topic>-<date>.md)
- Bottom line — the answer in 3–5 sentences.
- Key findings — the important points, each with a source and date.
- What's uncertain / contested — gaps, conflicting data, single-source items.
- So what — implications for the deal/market/decision at hand.
- Sources — list with links and dates.
Accuracy
- If you can't verify a claim, say so. Do not fabricate figures, comps, dates, or names.
- Distinguish fact (sourced) from estimate (your reasoning) — label estimates.