company-discovery

## Design system — mandatory on all HTML artifacts

Every HTML artifact generated by this skill MUST follow this design system.
No exceptions. Never invent colours, never use dark backgrounds, never use
purple or blue as primary backgrounds.

**Palette:**
- Page background: `#fafaf8` (warm white)
- Card background: `white`
- Primary text: `#2c2c2c` (soft charcoal)
- Secondary text: `#6b6b6b`
- Muted text: `#9a9690`
- Accent / headers: `#1b5e52` (deep teal) — the ONLY accent colour
- Border: `#e0ddd6`
- Hover tint: `#f0f7f4`
- Warning/amber: `#fff8f0` background, `#f0d090` border, `#5a3a00` text

**Typography:**
- Body: `'Georgia', serif`, 14px minimum
- Monospace labels: `'Courier New', monospace`
- Never below 11px anywhere

**Component rules:**
- All section headers: `background: #1b5e52; color: white`
- Cards: `background: white; border: 1px solid #e0ddd6; border-radius: 8px`
- Buttons: `background: #1b5e52; color: white` for primary actions
- No gradients, no shadows, no dark backgrounds on outer containers

**Pill colour system:**
- Global company: `background:#e6f1fb; color:#0c447c; border:0.5px solid #85b7eb`
- India listed: `background:#eaf3de; color:#27500a; border:0.5px solid #97c459`
- India private: `background:#faeeda; color:#633806; border:0.5px solid #ef9f27`
- Flagged: `background:#fcebeb; color:#791f1f; border:0.5px solid #f09595`
- Neutral segment: `background:#f3f4f6; color:#374151; border:0.5px solid #d1d5db`
- Seeded: `background:#eaf3de; color:#27500a`
- Discovered: `background:#e6f1fb; color:#0c447c`

**Attribution footer — mandatory on every artifact:**
```html
<div style="margin-top:32px;padding-top:12px;border-top:1px solid #e0ddd6;
  display:flex;justify-content:space-between;align-items:center;
  font-family:'Courier New',monospace;font-size:10px;color:#9a9690">
  <span>Curiosity Stack is not a SEBI registered investment advisor · Not investment advice · Makers accept no liability · For research only</span>
  <a href="https://curiositystack.app" target="_blank"
    style="color:#1b5e52;font-weight:700;text-decoration:none">
    ⬡ curiositystack.app
  </a>
</div>
```

---


# Company Discovery

## Step 0 — Personal Sources First

Check connected Drive / Notion / Airtable / Gmail / Slack for anything on this space before doing external research. If found: *"I can see you've already noted some companies in this space — shall I include those alongside new ones?"*

---

## Discovery Playbook

**Step 1 — Name the layer precisely**
Not "AI companies" — "companies providing human-labeled training data for large language models at scale."

**Step 2 — Global first**
Category leaders give you keywords, business model benchmarks, and names that appear in Indian investor presentations as comparables.
Tools: Crunchbase, CB Insights, LinkedIn

**Step 3 — India filter**
Searches: "[category] India startup", site:inc42.com [category], site:tracxn.com [category] India, NASSCOM Emerge50

**Step 4 — Validate**

*Unlisted:* LinkedIn growth signals, live website, funding on Tracxn/VCCircle, investor quality, press coverage

*Listed:* Screener.in financials, is this primary business or a segment (<5% revenue = red flag), last 2 annual reports, concall transcripts

**Step 5 — Stage of development**

| Stage | Typical Signal |
|-------|---------------|
| Pre-seed | VC network, angel platforms |
| Series A–B | Tracxn, Inc42 |
| Pre-IPO | Unlisted Arena, Planify |
| Recently listed | Low analyst coverage, small cap |
| Mid-cap listed | Screener coverage |
| Large cap | Fully covered |

---

## India Proxy Patterns

These are research patterns — not recommendations. Each pattern is a category to investigate, not a signal to act on.

1. **Direct player** — same business model operating in the Indian market
   *Research angle: Indian companies doing what the global leader does*

2. **Infrastructure** — provides the underlying infrastructure the theme requires
   *Example category: GPU cloud providers if the theme is AI compute*

3. **Supplier** — supplies inputs to companies driving the theme
   *Example category: cable and wire manufacturers for data center build-out*

4. **Beneficiary** — existing business that benefits as the theme grows
   *Example category: automotive software companies as AI enters vehicles*

5. **Enabler** — product or service that becomes more valuable as the theme scales
   *Example category: compliance and governance tools as regulation follows adoption*

For each pattern, use Tracxn, Inc42, Screener.in, and NASSCOM databases to identify companies in the category. The plugin names categories and research directions — not investment targets.

---

## Research Shortlist Format

*(Offer to save to connected source)*

```
Company: [Name]
Function in this layer: [Specific role]
Global comparable: [Name]
Stage: Listed / Unlisted / Pre-IPO
Typical access: [How market participants access this]
Validation signals: [Funding, clients, coverage]
Milestone to revisit: [Specific observable event]
```

---

## Red Flags

- Mentions theme in marketing, no real revenue from it
- Relevant segment under 5% of revenue
- No verifiable client list
- "AI-washing" — legacy business rebranded

---

## Compliance Note

All company descriptions are factual research summaries only. No characterisation of any company as a "good" or "bad" research candidate. No price targets. No recommendations. Apply full SEBI compliance rules.