AI Enrichment: how to screen and analyze companies and deals at scale

Think of AI Enrichment as your virtual analyst in Inven. Ask questions about your search results to quickly validate targets or run deeper analysis at scale. Answers appear in a new column, so you can review insights at a glance.

Enrich companies, investors, deals, or people you find on Inven, enabling everything from quick screening to deeper M&A analysis. Explore example questions

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1. How to enrich results
2. Standard vs Advanced: which mode to use
3. Example questions for each question type
4. Common use cases
5. How enrichment credits work

How to enrich results with AI

1. After doing a search, or starting from a saved list, click Enrich with AI at the top-left of the results.
2. Ask a question about the companies, deals, or people.
3. Hit Enrich – the answers will be added in a new column.
4. Review the insights and save relevant companies.
5. Modify the question if needed by clicking the column header​.
   
   

Standard vs Advanced: which mode to use

Standard: Efficient answers to simple questions. It's great for fact-gathering during initial screening. Use it when you need to quickly screen companies based on information that can be mostly found e.g. on the company's website.

Standard uses 1 credit for every 20 search results enriched.

Advanced: Deeper insights for complex questions, drawing on broader data sources to deliver higher-confidence answers. Learn more in this video

Advanced uses 1 credit for each search result enriched. 

Example questions for each question type

Both Advanced and Standard modes support three question types (open-ended, yes/no, and structured response), each designed for different research needs.

Open-ended questions produce narrative analysis. Think competitive positioning, customer base, growth strategy, sell-side stories, risk assessment and more.

Business & Positioning

• What are their core products?
• What are the key features of their product?
• What industry verticals do they focus on?
• Analyze the company's market position, highlighting competitive strengths and weaknesses.
• How does this company differentiate itself from competitors?
• Describe their revenue model and what are their strongest revenue drivers?
  
  

Growth & Strategy

• Build me the “story” for why this business could be sold (I work in M&A and am trying to find buyers for them)
• Describe the investment history of this company and the likelihood that they will raise funds soon. Look at growth rate and news articles.
• Does the company aim in growing in the … industry? Highlight any mention of a M&A strategy.

Sell-Side Signals & Reputation

• Has the company received negative media coverage in the past quarter?
• Using credible sources (company website, news outlets, etc.), provide me any “gossip” indicators that a company might be willing to sell.
• Based on your analysis, is the company distressed? Why or why not?
• What red flags should an investor consider, if any?
• If the company has had any external investment, calculate the multiples based on the most recent funding or acquisition. Explain the calculation method as well

Customers and Operations

• Who are some of their customers? Answer in bullet points.
• Find all of their suppliers and list them in bullet points, naming also what they supply.
• Which of these companies have upcoming projects indicating high capex/spending?

Outreach

• Write a personalized cold outreach email under 180 words. Context: I am writing because…

Screening M&A transactions

• What is the likely deal rationale?

• What's the estimated EV/EBITDA multiple for this transaction?

• What is the target company's industry?

Yes/No questions validate quickly at scale.

• Do they serve enterprise clients?
• Do they have customers in the UK?
• Do they sell hardware solutions?

Structured response questions return consistent, export-ready responses. Specify the format, e.g. number, percentage, 1 or 0, list separated by |, etc. and the output contains only that, with no extra explanation.

Use this for quick side-by-side comparison, exports, and building graphs in other tools.

• How many factories does the company operate, and what is their production volume?
• Which category does this company fall into: Manufacturing, Installation, or Other?
• Return the estimated EBITDA margin as a percentage number only.
• Give number of operating locations in the US.
• Return 1 if the company has customers in Asia, otherwise 0.
• List all operating locations separated by |

Common use cases

Investment Banking: Build sell-side narratives and map buyer profiles across large target lists. Advanced mode compresses work that would otherwise take an analyst team several days.

Private Equity: Surface sell-side signals, succession indicators, and strategic inflection points earlier. Build conviction before the competition does.

Consulting: Deep company and market analysis at scale. Outputs structured for client materials, not just internal reference.

High-volume screening: Use Standard mode to screen hundreds of companies quickly, then use Advanced mode to run deeper analysis of priority targets.

How credits work for AI Enrichment

Standard mode uses 1 AI credit for every 20 results enriched, per enrichment prompt.

• Example: Running 2 Standard enrichment prompts for 20 companies uses 2 AI credits.

Advanced mode uses 1 AI credit for each result enriched, per enrichment prompt. 

• Example: Running 1 Advanced enrichment prompt for 10 companies uses 10 credits.

You will see how many credits are required before starting the enrichment.

What happens when you run out of credits?

Every organization using Inven gets a base set of AI credits per month. The number of monthly AI credits you have depends on your plan.

Not enough credits? Purchase top-ups directly in the platform, or reach out to your Inven contact to learn more.