Every target,
on the record.
Docket runs three AI agents across your acquisition targets and returns a structured file on every company. Each researched answer includes its source, supporting excerpt, and collection date.
Self-serve or fully managed · your list or ours · outreach optional
Or look around the platform with illustrative data. No login required.
Example research record. Illustrative company.
Research you can review
See the evidence behind your shortlist.
Private-company data often arrives without enough context to assess it. Docket retains the source page, supporting excerpt, and collection date for each researched answer. Your team can check the findings, understand conflicting information, and identify gaps before approaching a target.
Three agents
Three stages, from identity checks to evidence review.
Each agent has a defined role. Triage checks identity and fit, Scout collects answers, and Audit reviews the supporting evidence.
Triage
Confirms identity and fit
Triage checks that each record refers to the right company, matches its website to the legal entity, and identifies duplicates. It checks your disqualifying criteria first, so research can stop when a company falls outside your mandate.
- Company identity checked before detailed research
- Duplicate records linked with their history preserved
- Disqualifying criteria checked first
- Shared websites flagged for review
Scout
Collects the answers
Scout researches each company against your criteria using company websites, filings, job postings, and relevant directories. It records answers in a consistent format, with a supporting excerpt and a retained copy of the source page.
- Consistent answers based on your criteria
- Supporting excerpts linked to retained source pages
- Source pages saved for later review
- Unanswered questions recorded with sources checked
Audit
Reviews the evidence
Audit reviews the collected evidence in a separate pass. It checks whether excerpts support the answers, reviews conflicting sources, and removes unsupported findings. It works only from the retained material, leaving unresolved questions visible for your team.
- Separate review of the collected evidence
- Conflicts and their resolutions recorded
- Unsupported findings removed from accepted answers
- Unresolved questions kept visible
The record
A complete history of your research.
Review the source material behind an answer and see how it has changed. Corrections preserve the earlier finding, so your team can follow the history of a company record.
The platform applies these evidence requirements to each research record.
- 01Accepted answers follow the definitions in your mandate.
- 02Supporting excerpts are checked against retained source pages.
- 03Unanswered questions include a record of the sources checked.
- 04Corrections preserve previous entries and their history.
- 05Historical versions remain available for review.
The platform
Your target research in one workspace.
Compare companies against your criteria, review their evidence, and manage approved outreach. Export the results when you need them outside the platform.
Demo workspace. All companies, people, and quotations shown are fictional.
Review the evidence for each answer
Open a company record to see its answers, supporting excerpts, and source pages. Findings removed during review remain in the history.
Track unanswered questions
See coverage for each research question across the target list, including completed answers, pending research, and questions where no evidence was found.
Approve each outreach message
Review each draft alongside the reasons the company qualified. If the wording changes after approval, the revised message requires your approval again.
Manage your research criteria
Set the research questions, accepted answers, and scoring rules in your mandate settings. New questions are queued across the existing target list.
Monitor research progress and cost
See what each agent researched, the answers it recorded, elapsed time, and cost. Multiple companies are researched concurrently, with progress visible as work completes.
How it works
From acquisition criteria to an approved shortlist.
Define your acquisition criteria
Set the criteria that matter to your mandate, including size, ownership, sector, and revenue mix. These become the research questions applied to each company. You can update the criteria as your thesis develops.
Your list, or one we build
Import an existing spreadsheet or ask us to build a target list around your thesis. You can combine both approaches and expand the list as you identify relevant segments.
Review the researched shortlist
The agents research and review each company, then rank the results against your scoring rules. Your team can inspect the evidence behind each answer and see which questions remain open.
Approve outreach or export your results
Choose the companies to approach and approve the messaging. We can manage email, LinkedIn, and phone outreach on your behalf, or you can export the research for your own team. Outreach is optional on every plan.
Tailored per firm
Research built around your acquisition thesis.
Define what the agents research, what evidence an answer requires, and how each criterion affects the ranking. Update these settings as your mandate evolves.
Criteria specific to your mandate
Define the questions, accepted answers, and evidence requirements for your acquisition strategy. Changes are recorded so your team can see which criteria applied to each assessment.
Apply new questions across the list
When you add a research question, existing companies are queued for review against it. Track progress across the list and see which answers are still pending.
Adjust your scoring
Adjust weights, thresholds, and disqualifying criteria in the platform. Rankings update using the evidence already collected, with the underlying research preserved.
Query your research in Claude or ChatGPT
Use a read-only connection to ask questions about your target list and receive results with citations. Filter companies by ownership, size, sector, or other criteria in your mandate.
Optional
Outreach on your behalf.
Turn your shortlist into conversations with owners. We can manage outreach under your firm’s name, using messaging and target companies you approve.
Dedicated sending domains, email authentication, and continuous deliverability monitoring.
Coordinated email sequences, LinkedIn requests and follow-ups, and phone qualification.
Outreach represents your firm and uses messaging and sender profiles you approve before launch.
Outreach controls
You approve every target. Exclude existing relationships or any company you do not want approached.
Opt-outs are permanent. Requests not to be contacted are recorded and applied to future outreach.
Your research stays private. Each client has a separate database. Research is not pooled or resold. Sector exclusivity applies where agreed in your mandate.
The library
Research for your origination process.
Practical guides to acquisition sourcing, company data, and evidence quality, drawing on primary sources and published research.
Pricing
Choose how your research is managed.
Use the platform directly or have a dedicated analyst manage the research. Outreach is optional on every plan.
Self-serve
Run it yourselfManage your target list, research criteria, and results directly in the platform.
- Triage, Scout and Audit on your list
- Your criteria as the agents' questions
- Up to 250 companies researched a month
- Full evidence trail on every field
- CSV and Excel export, any time
- Read-only access through Claude or ChatGPT
Managed
White-gloveA dedicated analyst manages your research, reviews the criteria each week, and coordinates outreach when enabled.
- Everything in Self-serve, no volume cap
- Dedicated analyst, daily written report
- Research criteria reviewed weekly
- Target list built for you, or bring yours
- Optional email, LinkedIn and phone outreach
- Qualified meetings handed over with a brief
Enterprise
Multi-mandateCoordinate multiple mandates with separate research workspaces, access controls, and agreed sector exclusivity.
- A separate docket per mandate
- Sector exclusivity as agreed in your mandate
- Isolated database, no shared tenancy
- SSO and per-seat access control
- Custom agents and private data sources
- Direct line to the people who built it
Monthly, no lock-in on Self-serve · Managed runs on a three-month minimum · outreach is optional on every plan
We’ll research your first 10 targets for free.
Send a target list and your acquisition criteria. We’ll return company records with scores, supporting evidence, and any unanswered questions for your review.
Free initial research · export your data at any time
Not ready to talk? Open the platform and read a few entries yourself.