Professional profiles and company biographies help establish identity and career history. AI research tools such as Clay can support enrichment and research workflows. Relationship intelligence adds information about connections and potential introduction routes.
LinkedIn Sales Navigator offers people search and shared network visibility, including TeamLink on eligible plans. It is worth testing existing capabilities before buying another tool.
For each executive, request current role and responsibilities, relevant public priorities, influential colleagues or external professional contacts, possible connectors and the evidence behind each path.
Keep source links and dates. A shared employer or investor can justify further investigation, but it does not prove personal familiarity or influence over a purchasing decision.
Test a small group of people your team knows. Check identity resolution, employment dates, unsupported connections and whether the proposed next action is useful.
Orbb is relevant when executive research should lead to relationship-led access and execution. For Network Graph or API requirements, confirm current scope and availability directly rather than assuming that every research capability is self-service or generally available.