What are Company Research Reports?
Company Research Reports are AI‑assisted, multi‑section research documents you generate directly from Nexl for any company in your database.
Each report:
Is made up of multiple sections (e.g. company overview, financials, competitors, in‑house team, litigation history).
Uses AI to draft content from selected data sources.
Is then reviewed, edited, and verified by you or your team.
Can be shared as a secure link or downloaded as a PDF.
These reports are designed to streamline the process of drafting company research briefs to support:
Partners preparing for client meetings
BD teams evaluating opportunities
Research teams tracking companies of interest
Instead of manually gathering information from scattered sources and assembling in Word or PowerPoint, you can generate a tailored report all within Nexl and then refine it as needed.
Where does the information come from?
Company Research Reports can use three main types of sources:
Public web content
Nexl uses a trusted AI‑powered web research service to gather up‑to‑date public information about a company (for example, from company websites, financial news, and trusted business information providers). The web research encompasses investigating SEC and S&P Capital IQ data, on top of general open web research. This capability will continuously be developed in the future.Uploaded files
You can upload your own PDF research documents (for example, exports from Westlaw, Bloomberg, Manzama, or other services). The AI will summarise and structure the content into report sections.Nexl relationship data
Nexl adds relationship intelligence so you can see:Who in your firm has the strongest relationships with this company
Who has recently met or communicated with key contacts
This combination of sources gives you a richer, more actionable picture than any single system alone.
How to create a Company Research Report
Note: The exact labels in your Nexl workspace may vary slightly, but the flow will be similar.
Find the company
Go to Companies in Nexl.
Search for and open the company you want to research.
Start a new report
On the company page, look for the Research tab.
Click Create New Report.
Choose your sections and sources
Select the types of sections you want to include, for example:
Company overview
Financial summary
Competitors and market
In‑house legal team
Litigation or regulatory history
Strategy and key initiatives
For each section, choose which source(s) to use:
Web research
Uploaded files
Nexl relationship data
Generate the report
Click Generate.
Nexl will create a draft for each section based on the sources you selected.
Review and refine the content
Open each section.
Edit, trim, or expand the text so it matches your firm’s standards.
Correct any inaccuracies and add any internal context you want partners to see.
Mark sections as Draft or Verified according to your internal process.
Save your report
Once you are happy with the content, save the report.
You can return later to update or expand it as needed.
Reviewing and verifying your report
Company Research Reports are starting points, not final legal or financial opinions. It is essential that:
Every section is reviewed by a human before being shared.
You check facts and figures against trusted sources.
Any AI‑generated text is adapted to your firm’s style and risk requirements.
Some tips:
Treat AI text like a first draft that you would normally write yourself.
Use your firm’s house style for tone, disclaimers, and attributions.
Consider adding an internal note when a section is based primarily on web research versus internal or premium sources.
Sharing and exporting reports
Once your report has been created and verified, you can:
Share a secure link
Generate a shareable link for internal stakeholders (e.g. partners, BD colleagues).
Depending on your firm’s policies, you may also be able to share links externally with clients or prospects.
Download as PDF
Export the report as a PDF to:
Attach to emails
Include in pitch packs or decks
Store in your DMS or knowledge repository
Always follow your firm’s information governance and client‑confidentiality policies when sharing or exporting reports.
Data privacy and security
Nexl is designed to protect your firm’s and your clients’ data.
Minimal data usage
Nexl only collects and uses the minimum information required to generate and deliver Company Research Reports.Encryption in transit
All data sent between your browser, Nexl, and our AI providers is protected using industry‑standard encryption (such as SSL/TLS).Access controls
Only authenticated Nexl users in your organisation can access Company Research Reports, subject to your workspace’s permissions and role settings.AI providers and training
Nexl works with carefully selected AI providers under agreements that ensure:Customer data is not used to train public AI models.
Only the information needed to generate the requested output is processed.
Data handling follows strict security and compliance standards.
Our AI providers and technical approaches may evolve over time as the technology improves, but our commitment to safeguarding customer data and maintaining transparency remains the same.
For more detail, refer to your firm’s Nexl agreement and Nexl’s published privacy and security documentation.
Frequently Asked Questions (FAQ)
How accurate and reliable is the AI‑generated content?
How accurate and reliable is the AI‑generated content?
AI‑generated content should always be reviewed and verified before use:
Web research can sometimes return incorrect or outdated information.
Uploaded file summaries and Nexl relationship data are based on your own and trusted sources, but they can still contain errors or omissions.
Responsibility for the final report content always lies with you and your firm.
We strongly recommend:
Treating AI content as a draft.
Cross‑checking key facts with your usual authoritative sources.
Using your internal review and sign‑off processes before sharing externally.
What sources will my report use?
What sources will my report use?
Depending on what you choose when creating the report, sections may draw from:
Public web content
Uploaded PDFs and research documents
Nexl’s relationship intelligence
You can usually see which source a section is based on and adjust your review accordingly.
Can I upload my own research documents?
Can I upload my own research documents?
Yes. You can upload existing PDF reports from your other tools (for example, legal research, market intelligence, or analyst reports). Nexl will:
Extract and summarise information
Organise it into relevant report sections
Let you edit and refine as needed
Always check that you have the right to use and share any third‑party content you upload, and follow your firm’s licensing terms.
How easy is it for users to adopt Company Research Reports?
How easy is it for users to adopt Company Research Reports?
Company Research Reports are integrated directly into Nexl:
You access them from the company page you already use.
The workflow is designed to be familiar and intuitive: pick a company, create a report, review, and share.
You don’t need separate logins or tools; everything happens inside Nexl.
Your firm can also establish templates, examples, or internal guidelines to help teams get started quickly.
How does this help our firm in practice?
How does this help our firm in practice?
Firms typically see value in:
Improved efficiency – far less time spent manually compiling briefs from scratch.
Consistency – more standardised structure and content for research documents.
Better preparation – partners and BD teams can access richer insight before meetings.
Stronger relationships – connecting Nexl relationship data with research helps you see who knows whom and where to focus outreach.