The Foundation
Civly Business

Deep Research

Everything worth knowing about a company — an account, a competitor, a partner, an acquisition target — researched across five dozen primary sources, verified by a human analyst, and on your desk in 48 hours.

48 hrsrequest to delivery
60+primary sources per report
10.7Mcourt opinions searched
40+risk watchlists screened
11+social platforms monitored
The Deliverable

This is what lands in your inbox

Not a feature list — the actual brief. Click through a sample report on a fictional key account.

Civly Deep ResearchKey-Account Brief Sample

Summit Hospitality Group

Events & venues operator · Prepared for your sales team · Fictional company, real report format

247 sources reviewed 63 verified citations ⟳ Refreshed 2 hrs ago ✓ Analyst-verified
Bottom line: An expansion-ready buyer with active budget. Engage now — before the new CFO’s likely procurement review locks in vendors. Two flags to price into the deal.

Opened three new venues in 18 months; hiring velocity up 34% with 42 open roles, heaviest in events and catering leadership.

Job postings · trade press

Nine operating entities under one family-owned holding company, spanning California and Arizona — one relationship can open all of them.

Corporate registry

New CFO joined Feb 2026 from a private-equity-backed group — a vendor and procurement review is likely in the first hundred days.

Filings · trade press

Two 2025 UCC liens on kitchen and AV equipment point to financed growth — factor into payment-terms negotiation.

UCC filings
Est. revenue $48M Employees ~620 Entities 9 States 3

Dana Whitfield — CEO & Owner. 22 years operating; opened the flagship ranch venue in 2009. On record in trade press about a 2026 Sedona expansion.

Press · registry · interviews
Champion profile

Marcus Lee — CFO, joined Feb 2026. Ex-private-equity portfolio operator; led cost restructurings at two prior companies. Expect scrutiny on any new line item.

Filings · professional profiles
Decision-maker shift

Priya Nair — VP of Events. Books 200+ events a year; posts three times a week on professional networks — the warmest path to a first meeting.

Social · event listings
Warm-intro path

Ownership. Summit Hospitality Holdings LLC controls nine operating LLCs — parent and subsidiary links verified against the corporate registry.

Entity registry

Property. Owns two of its three venue properties outright, assessed at $21M combined — balance-sheet strength behind the expansion.

Property records

Financing. Two UCC liens filed 2025 on kitchen and AV equipment; a $2.1M PPP loan (2021) was fully forgiven.

UCC filings · federal disbursements

Intellectual property. Four registered trademarks — including two new venue brands filed March 2026, an early expansion signal.

USPTO

Active litigation. Contract dispute with an AV vendor — Ventura County Superior Court, filed March 2026, now in discovery.

Court dockets
Monitor

Workplace safety. One OSHA citation (2023), resolved with an $8,400 penalty paid. No repeat findings.

OSHA inspections
Resolved

Sanctions & watchlists. Clear across 40+ government screening lists, checked in real time at report generation.

Consolidated Screening List
Clear

Consumer complaints. No CFPB records on file for any operating entity.

CFPB database
Clear

“Summit eyes Q4 opening for Sedona venue.” Trade press, June 2026 — confirms the expansion timeline and budget window.

News · June 2026
Positive

4.6★ average across public reviews. Service is consistently praised; parking is the recurring complaint at the flagship venue.

Review platforms
Mixed

What AI says. ChatGPT and Gemini both describe Summit as “premium but pricey” — a narrative gap your pitch can speak to directly.

AI SEO audit
31
Corporate registries & filings
18
Court records & dockets
74
News & press coverage
96
Social posts & reviews
12
Liens, property & IP records
44
Screening watchlists

247 sources reviewed → 63 citations in the brief. Every claim links back to the underlying record — nothing ships on model output alone. A human analyst signs off before delivery.

Interactive sample — click through the tabs
Why Civly

Three months vs. 48 hours

Traditional research firms sell you a quarter of waiting and a static PDF. We compress the sweep with AI, keep humans on verification, and hand you a brief that stays current.

The old way

Traditional research firm

12 weeks
  • A static PDF that starts aging on day one
  • One target at a time
  • Findings you take on faith
Civly

Deep Research

48 hours
  • Refreshable on demand as the deal moves
  • Parallel targets — research a whole market at once
  • Every claim cited and human-verified
Coverage

What’s inside every report

Six angles on every company, so nothing about the account surprises you later.

Company & ownership

Legal entities, parent and subsidiary links, locations, property, and who actually controls the business.

Leadership & track record

Decision-makers, their histories, public statements, and the warmest path to a first conversation.

Financial signals

Filings, liens, funding and disbursements, IP activity, hiring velocity — the direction the business is moving.

Legal & regulatory

Litigation, dockets, and enforcement history across courts, OSHA, EPA, CFPB, and federal rulemaking.

News, social & reviews

Press coverage, social presence, reputation signals — and what AI assistants tell customers about them.

Risk screening

Real-time checks against 40+ sanctions and adverse-action watchlists before you sign anything.

The Data Layer

The data behind every report

Roughly five dozen primary sources — government registries, court records, filings, watchlists, and live media — normalized so they can be searched together.

Primary sources, not resold aggregators. Deep Research runs on the same unified data layer that powers the whole Civly platform. Every finding in your brief traces back to the record it came from — a filing, a docket, a registry entry, a post — and a human analyst verifies the material claims before anything ships.

01

Corporate & ownership

SourceWhat it tells you
Entity registriesGlobal legal-entity registry with parent and subsidiary links — millions of entities, so you see the whole corporate family, not one LLC.
Property recordsReal-estate ownership — what the company owns versus leases.
Patents & trademarksUSPTO grants, assignments, and owners — tens of millions of records; new filings are early strategy signals.
Liens (UCC)Secured-lending filings — who has financed the business, and against what collateral.
Aircraft & vesselsFAA aircraft and airmen, documented vessels, and live private-jet tracking.
Motor carriersFMCSA carrier registrations for logistics and fleet operators.
02

Financial signals

SourceWhat it tells you
Securities filingsSEC records: institutional 13F holdings, insider trades, private placements, and adviser registrations.
Nonprofit & foundationsOfficers, directors, and grants from IRS 990 filings — tens of millions of records.
Federal disbursementsSBA PPP loans and USDA payments — who took federal money, how much, and whether it was forgiven.
Public payrollsNamed public-employee salaries where the counterparty is a public institution.
Industry paymentsPharmaceutical and device-maker payments to physicians, from CMS Open Payments.
04

Risk & screening

SourceWhat it tells you
SanctionsThe U.S. Consolidated Screening List — twelve government lists plus federal exclusions, screened in real time.
Adverse actionsFDA debarments, UN sanctions, health-care exclusions, and federal enforcement actions.
ProsecutionsA searchable archive of Department of Justice press releases — more than 268,000 documents.
Background & breachBackground-check signals and data-breach exposure checks on key people.
05

Influence & contracts

SourceWhat it tells you
Federal lobbyingLobbying Disclosure Act filings, clients, and lobbyists — nearly 2 million filings.
Government contractsFederal contracts and grants, plus state procurement in California, New York, and Texas — who sells to government, and for how much.
Federal registrantsThe SAM.gov registry of federal contractors and grantees.
06

Voice, media & narrative

SourceWhat it tells you
Social platformsCoverage across 11+ platforms — X, LinkedIn, YouTube, Instagram, TikTok, Facebook, Bluesky, Substack, Rumble, Twitch, and more.
Video & audioDiarized transcription that labels who said what, so quotes are attributed to the right speaker.
News & pressGlobal news coverage, current and archived.
Business reviewsPublic review and reputation signals across the major platforms.
AI narrativeWhat ChatGPT, Gemini, Claude, and Perplexity say about the company — increasingly the first impression buyers get.
How It Works

Request to report in 48 hours

1

Scope it

Tell us the company and the decision the research informs — a pitch, a negotiation, a partnership, an acquisition.

15 minutes
2

The sweep

An AI operator works through five dozen primary sources — registries, dockets, filings, media — in hours, not weeks.

Hours
3

Human verification

An analyst confirms every material claim against the underlying record. No hallucinations, no guesswork.

Every claim
4

Delivery

A decision-ready brief in Word and PDF, plus an AI-ready version your own tools can ingest.

48 hours
5

It stays current

Markets shift and risks emerge. Refresh the report on demand as the deal moves — or put the account on monitoring.

On demand

“In a market that moves by the hour, a 3-month research window isn’t a strategy, it’s an autopsy.”

Put Deep Research on your next deal

Tell us the company, competitor, or account — we’ll show you exactly what a brief on them would cover.