Exploring a New Vertical

1. Product one-liner?
2. Core value proposition?
3. Who sends outreach emails?
4. Preferred tone?
5. Any banned words or phrases?

claude-code-gtm/context/extruct_context.md

1. Perplexity API (recommended - $20/mo for 5M tokens)
2. OpenAI with web search
3. Anthropic (no native search, would need separate web API)

curl -X POST "https://api.perplexity.ai/chat/completions" \
  -H "Authorization: Bearer $PERPLEXITY_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "model": "llama-3.1-sonar-large-128k-online",
    "messages": [
      {
        "role": "user",
        "content": "Research commercial real estate technology platforms. What data challenges do they face when analyzing tenants, evaluating properties, or conducting market research? Include specific examples of CRE tech companies and their workflows."
      }
    ]
  }'

• VTS, Hightower, Reonomy, CompStak, Cherre
• Property management platforms, tenant screening, market analysis tools

1. Tenant creditworthiness: Need to evaluate business health of potential tenants beyond credit scores
2. Market comps: Analyzing similar tenants in a submarket requires company data (industry, size, growth trajectory)
3. Portfolio risk: Understanding tenant industry concentration and business stability
4. Deal sourcing: Identifying potential tenants or buyers matching property profile
5. Data fragmentation: CRE data is in MLS, CoStar, etc., but company-level data is missing

• VTS users manually research tenant companies via LinkedIn, company websites
• Brokers use CoStar for property data but Google Search for tenant company info
• Tenant screening tools integrate credit APIs but lack business intelligence

claude-code-gtm/context/cre-tech/sourcing_research.md

claude-code-gtm/context/cre-tech/hypothesis_set.md

# Query 1: Tenant screening
curl -X GET "https://api.extruct.ai/v1/companies/search" \
  -d '{
    "q": "tenant screening software for commercial real estate property managers",
    "filters": {
      "include": {
        "employee_count": ["11-50", "51-200", "201-500"]
      }
    },
    "limit": 100
  }'

# Query 2: Market analysis platforms
curl -X GET "https://api.extruct.ai/v1/companies/search" \
  -d '{
    "q": "commercial real estate market analysis and comp software",
    "limit": 100
  }'

# Query 3: Portfolio management
curl -X GET "https://api.extruct.ai/v1/companies/search" \
  -d '{
    "q": "commercial real estate portfolio management and risk analytics platforms",
    "limit": 100
  }'

# Query 4: CRE data platforms
curl -X GET "https://api.extruct.ai/v1/companies/search" \
  -d '{
    "q": "commercial real estate data intelligence and API platforms",
    "limit": 100
  }'

curl -X POST "https://api.extruct.ai/v1/discovery_tasks" \
  -d '{
    "query": "Commercial real estate technology platforms that help property managers, brokers, or investors evaluate tenants, analyze market opportunities, or manage portfolios. These companies likely have a product that requires understanding tenant business health, industry trends, or company-level data about potential tenants or comparable properties.",
    "desired_num_results": 50,
    "criteria": [
      {
        "key": "tenant_data_need",
        "name": "Tenant Data Needs",
        "criterion": "Does this company's product require company-level data about tenants (e.g., business health, industry, size)? Grade 1-5."
      },
      {
        "key": "api_integration_readiness",
        "name": "API Readiness",
        "criterion": "Does this company mention APIs, integrations, or data partnerships in their product? Grade 1-5."
      }
    ]
  }'

# Poll for completion
curl -X GET "https://api.extruct.ai/v1/discovery_tasks/dtask_xyz123"

# Fetch results
curl -X GET "https://api.extruct.ai/v1/discovery_tasks/dtask_xyz123/results?limit=50"

1. Tenant Evaluation Feature
   Type: select
   Options: Yes - automated, Yes - manual, No, Unclear
   Prompt: Does offer tenant screening, evaluation, or creditworthiness features?
2. Company Data Usage Signals
   Type: text
   Prompt: Find evidence that uses or needs company-level data (industry classification, headcount, funding, business health) for their CRE workflows
3. API Integration Mentions
   Type: grade (1-5)
   Prompt: Grade how API-forward is based on product descriptions, integrations page, or developer docs

4. Recent Product Updates
   Type: text
   Prompt: Find any recent product launches, feature announcements, or funding news from in the last 6 months

curl -X POST "https://api.extruct.ai/v1/tables/tbl_cre_exploration/columns" \
  -d '{...column configs...}'

curl -X POST "https://api.extruct.ai/v1/tables/tbl_cre_exploration/run"

## Tier 1 — 28 companies (9.0%)

| Company | Domain | Hypothesis | Hook Signal |
|---------|--------|------------|-------------|
| TenantBase | tenantbase.com | #1 Tenant creditworthiness | Launched "Business Health Score" feature 3 months ago |
| Dealpath | dealpath.com | #3 Portfolio risk | Blog post on "tenant industry diversification" |
| CREXi | crexi.com | #4 Deal sourcing | Job posting for API Integration Engineer |

## Tier 2 — 189 companies (60.8%)

Medium fit, templated outreach

## Tier 3 — 94 companies (30.2%)

Low data quality or hypothesis mismatch, hold for re-enrichment

claude-code-gtm/csv/input/cre-exploration/segmented_list.csv

# Email Prompt: CRE Tech Exploration Campaign

## Voice
- Sender: Dima from Extruct
- Tone: Technical, direct, builder-to-builder
- Banned words: revolutionary, cutting-edge, leverage

## Hypothesis-to-P1 Mapping
- #1 Tenant creditworthiness → Reference tenant_evaluation_feature data
- #2 Market comp analysis → Reference broker/analyst workflows
- #3 Portfolio risk → Reference REIT/portfolio management pain

## P2 Template
Extruct is an API for company search and intelligence. Example query relevant to CRE:
"[Generate hypothesis-specific example using CRE context]"

## P4 Proof Points
- If tenant screening → "PS. A property tech platform uses this to auto-score tenant stability."
- If market analysis → "PS. A CRE analytics tool uses this for market comp reports."

...

Subject: Company data for business health scoring

Hi [First Name],

I saw TenantBase recently launched a Business Health Score feature for tenant 
evaluation. We've worked with property tech platforms on similar features.

Extruct is an API for company search and intelligence. You can query by 
description and get structured company profiles. Example for tenant screening:

"Find retail companies in Austin, TX with 20-100 employees, founded after 2018, 
with recent funding"

A property management platform uses this to pre-qualify tenants before manual 
review.

Worth a conversation?

Dima
Extruct

PS. API is free for search (unlimited queries). Enrichment starts at $59/mo 
for 1K credits.

claude-code-gtm/csv/output/cre-exploration/emails.csv

• Tier 1: 28 (personalized sequence)
• Tier 2: 189 (templated sequence)