Launchpad / internal reference

Research and AI use

Most wasted hours are not a research-skills problem. Graduate training already gave you the skepticism. What it did not give you is a map of where commercial, regulatory and buyer facts live, a stopping rule, or permission to report that no answer exists. This page is those three things.

Which are you doing right now

01

The one rule about company information

Why this matters. A pasted deck can end up in training data, and we cannot get it back. It also risks the agreements that make founders willing to work with us in the first place.

This is the only thing on this page that is not a judgment call.

Nothing a portfolio company gave us goes into a personal AI account.

No decks, no data rooms, no protocols, no financial models, no unpublished results, no company name attached to a nonpublic fact.

On personal plans, including paid ones, training on your content is opt-out, which means it is on until you switch it off. Go switch it off today, and check it again at the start of each term. That shortens how long your chats are kept, and it does not replace the rule above. Company material only ever goes in an account covered by an agreement with the organization. Section 02 says which plans those are.

The way around it keeps nearly all the value, and it is a research skill in its own right: ask about the type of thing, never the company.

Do not ask

Who should [Company] sell their sepsis algorithm to first, and what is the buying process at UPMC?

Ask instead

Who typically holds budget authority for clinical decision support in a large academic health system, and what does the approval path look like from pilot to enterprise contract?

Do not ask

What regulatory pathway should [Company] use for their nerve-regeneration scaffold?

Ask instead

How have resorbable nerve conduits been classified and cleared historically, and what distinguishes the ones that went De Novo from the ones that found a predicate?

Where it stops. If you cannot ask the question in general terms without losing the point of it, it does not go to AI at all. Ask a person instead.

02

Set up your tools once

Why this matters. Skip these and you retype the same context every morning and hand-edit generic answers all semester. Twenty minutes here saves hours a week.

Four layers control what you get back, and they stack. Most people only ever use the fourth.

Layer 1 / account-wide, set once

Instructions

A standing block of context applied to every new conversation. In Claude it lives in Settings, under Profile. The other major tools have an equivalent under personalization or custom instructions. Three kinds of content belong here.

  • Who you are and what you work on, one paragraph. Your role, who the work is for, what stage of company. This is why the first answer comes back useful instead of generic.
  • How you want things written. So you stop fixing the same thing every week.
  • Rules about facts and uncertainty. The ones that matter most, below.
I support a program for pre-commercial life sciences
startups that pairs fractional experts and interns
with founding teams to close two or three strategic
gaps before a funding inflection point. My work is
commercialization research: market and buyer
discovery, competitive landscape, regulatory
pathway, evidence requirements, pricing and
reimbursement, investor narrative.

How to write: No em dashes. Prose over bullet lists
in analytical work. Sentence case. State a position
once and trust me to have read it.

Always:
- Flag which claims came from a source I gave you
  and which you inferred.
- Mark anything you cannot verify as unknown
  rather than estimating it.
- List decisions you made on my behalf at the end.
- Do not produce a document until I ask for one.

Keep out of instructions: company names, nonpublic facts, and anything that will be stale in a month.

Layer 2 / per conversation

Pick how you want it to answer

You can set a response mode from a menu in some tools, but the menus move and get renamed. Asking for it in the prompt works in every tool on every plan, so the wording to type is given for each option below.

What you wantClaudeChatGPTGeminiIf there is no menu, type this
Teach me, do not answerStart here for a subject you will work in for monthsLearning styleStudyor type @studyGuided LearningThe full wording below. Asking for Socratic teaching alone is too vague to work.
Answer plus the reasoningWhen you need to understand it and the clock is runningExplanatory styleNo presetNo presetExplain your reasoning as you go, including what you considered and rejected.
Short answersWhen you already know what you needConcise styleNo presetNo presetAnswer in three sentences or fewer, no preamble.
Formal registerFor something going outside the buildingFormal styleNo presetNo presetWrite this formally, for an external audience.
Match our voiceOutput that already looks like our documentsCustom styleCustom instructionsGemsPaste two or three things we have written and ask it to match the style.

Two things that will trip you up. In ChatGPT, Study is not available inside Projects or temporary chats, so if you have followed layer 3 and set up a project, you have to leave it to use study mode. In Claude, the Learning style is being folded into Skills, so the menu may have moved or gone. Both are reasons the last column exists: typing the instruction works everywhere, every time.

The full wording for teach-me mode. Asking for Socratic teaching does not work well on its own, because the useful part is in the specifics: one question at a time, tell me which step was wrong, quiz me at the end.

Paste this at the start of the conversation:
For this conversation, teach me instead of answering.
Do not give me the conclusion. Ask me one question at
a time, start from what I already know, and make me
reason to the answer. When I am wrong, tell me which
step was wrong rather than correcting the whole thing.
Before we finish, ask me to explain it back and tell
me what I got wrong.

Topic: [the concept]
What I already know: [one or two sentences]

This is the behavior to reach for whenever you are learning a domain rather than looking something up. Being made to produce the reasoning is what makes it stick, and the reason to accept the slower path is that you will be in this domain all semester. Two other instructions worth knowing: explain your reasoning as you go, including what you ruled out when you want the answer plus the logic on a deadline, and answer in three sentences or fewer when you know what you need.

Save it so you stop retyping it. Put the wording you use most into your account instructions or a project's instructions. Then it applies without retyping, and it survives a menu being renamed or moved.

Four toggles, and when to use each. Turn web search on any time you need something you can check, because it is the only mode that hands you links to open. Turn extended thinking on for analysis and off for lookups, where it costs time without helping. Save Research for a first pass at a whole landscape, never for a single fact. Check what memory is carrying before you rely on it, because it will quietly reuse an assumption from three weeks ago.

The readiness test. Before a call with a fractional expert, run the concept in Socratic mode and let it quiz you. If you cannot explain why a company would choose a De Novo over a predicate, why a health system would refuse a pilot, or how to size a market bottom-up instead of top-down, you are not ready to spend that expert's hour. Doing this the day before is the highest-value twenty minutes in the engagement.
Layer 3 / per workstream

Projects

A project is a container with its own instructions and its own attached files, and every conversation started inside it inherits both. This is the layer that stops you re-explaining the workstream every morning.

  • One project per engagement. Project instructions carry the milestone, the decision the work serves, the vocabulary, and what has already been ruled out.
  • Attach only what you are allowed to attach. Public guidance documents, published papers, standards, your own notes and drafts, the source list, the program's frameworks. No portfolio company files, on any personal account, paid or free. That includes files with the name removed, since the surrounding detail identifies the company.
  • Keep a live scope note in the project instructions. When the milestone moves, edit it there once rather than in every new chat.
Layer 4 / the thing everyone starts with

The prompt itself

Set the three layers above first. Section 07 covers wording, and it does less work than any of them.

What you need to pay for

Almost everything above works on a free account. Two things do not, and one of them is the reason the confidentiality rule exists.

CapabilityFreePersonal paidOrg plan
Instructions, account-wideYesYesYes
Socratic and explanatory behavior by promptYesYesYes
Saved instructions you can reuseCheck planYesYes, shareable
Extended thinkingYesYesYes
Web searchYesYesYes
Memory across conversationsYesYesYes
File creation and code executionYesYesYes
ProjectsCappedUnlimitedUnlimited, shared
Research, the long multi-step modeNoYesYes
Usage before you hit a wallLowestRoughly 5x freeMore than paid personal
Training on your contentOpt-outOpt-outNone by default
Admin controls, SSO, retention settingsNoNoYes

The highlighted row is the one that matters. On free and personal paid plans, training is opt-out, so it runs until someone turns it off. On organizational plans it is off by default and admins control retention. That distinction, not the feature list, is what determines whether company material can go into a tool. Personal paid at roughly $20 a month buys usage and Research. An organizational seat at a similar per-seat price buys the data posture, which is the thing the workaround in section 01 exists to compensate for.

Tiers and prices change. Confirm at claude.com/pricing before quoting any of this. Last checked August 2026.

03

The clock

Why this matters. This is where the hours go. Days get lost to questions with no decision behind them, no time limit, and no permission to come back empty.

Each step has a time on it. Stopping is one of the steps, with its own place in the sequence, rather than what happens when you give up.

0:004 min

Write three lines before you open anything

  1. The question, in one sentence. If you cannot write it, you are not ready to research it.
  2. The decision it serves. Who does what differently depending on the answer. If nobody, ask why the question exists.
  3. What a complete answer looks like. A number with a source. A yes or no with a citation. Five names with links. Name the shape now or you will not recognize it when you have it.

The question bounds the work. Answer the question you were asked, not the more interesting one you find on the way.

0:0415 min

Orient with AI, and extract no facts

Ask what the standard of care is, how this category gets bought, who signs, what a specialist would call this, which agency or database governs it, what the failure modes have been for similar products. Going to Google before you have the vocabulary is what produces the flailing, because you cannot tell a real source from an SEO farm on a topic you cannot yet speak about.

Run the same orientation question in two tools. It costs nothing, and disagreement between them is a reliable signal that the ground is soft. Agreement is not proof of anything, but divergence tells you where to be careful.

Free tiers cap out, so spend your good prompts here. Do not spend them asking a model to write the competitive landscape section.

0:15route

Route the question by what kind of answer it needs

Question triage flow A question first goes to fifteen minutes of AI orientation, then routes to one of three destinations: a primary source for numbers, names and dates; an expert for judgment about whether something will work; or the program manager for company facts and program decisions. Question arrives First 15 minutes: orient with AIVocabulary, map, search terms Primary sourceNumbers, names, dates ExpertWill this work? Program managerCompany facts

Google is not one of the three routes. It is how you reach a primary source you have already identified, which is why it sits inside the teal box rather than beside it.

AI can tell you where to look and what to call it. It cannot tell you the answer if the answer is a number, a name, a citation, or a current fact.

0:45escalate

Forty-five minutes without a path means you post

This is the protocol, not an admission. The note takes three minutes, and the last line is the one that matters: it converts the ask from "please do this for me" into "please confirm or correct my read," which is faster to answer and better for you.

Question:  one sentence
Tried:     sources opened, terms used
Found:     what, if anything
Stuck on:  the specific thing
My guess:  next step, even a bad guess helps

Post in [#channel] and tag [name]. A time box only works if someone answers quickly.

Stop3 ways

Three legitimate endings, and one that is not

1

You have the answer and you verified it. Every number, date, name and status in your output has its own opened source.

2

The answer exists but is not public. It is proprietary, behind an institutional subscription we do not have, or held only by operators. Write down where it lives and who would know.

3

The answer does not exist yet. No precedent for a category nobody has taken to market. No comparables for a first-in-class approach. This is a finding, and often the most useful one, because it reframes the milestone.

×

You are tired and thirty tabs are open. That is not a stopping point. That is the 0:45 step, arrived at late.

Because the question bounds this work, you are done when the question is answered. Resist widening it.

04

Spot the error

Why this matters. Every error below sat in a deck that several people had already read. They survived because nobody checked a definition, rebuilt a number, or read two slides against each other.

Five real cases from Launchpad reviews, with names changed, covering market sizing, evidence, regulatory, buyers and our own internal work. Look at each claim before you open the answer.

Case 01 / clinical software

A ratio, read as a quantity

From the pitch deckOur length of stay index is 1.15. At 1.15 days saved per admission, that is $7,130 of value per case.
What is wrong with this?

Case 02 / therapeutics

A market size with the errors stacked

From the pitch deck190,000 cases globally at $220,000 per course is a $27B addressable market. Comparable: an approved therapy in a different tumor type.
How many errors are in here?

Case 03 / medical device

The question with no public answer

The live milestone questionThe commercial story depends on the product being treated like an established category at launch. The first clearance is for a narrower indication. Does the category treatment carry over at first use?
How long should you spend searching?

Case 04 / digital health

The team slide that undercuts the plan

From two slides in the same deckClinical leadership: our CMO, a senior vice president at a large regional health system. Go-to-market: that same health system is our first and largest named sales target.
What did the deck just tell you?

Case 05 / internal memo

The word that raises the stakes

From an internal comparison memo[Verified gap: vendor support] The platform has no task dependency or sequencing logic, and no way to mark a task blocked by a prerequisite.
What is the problem here?

05

Source lookup

Why this matters. Most wheel-spinning happens because you do not know a source exists. None of this is in the literature you were trained on, so you can search all afternoon while the answer sits in a free federal database.

Arrive with a question, filter, take the link. Deep links go stale, so if one fails, search the source name plus what you need.

Do not treat these as sources

Syndicated market reports with a headline growth rate and no stated methodology. AI-generated content farms. A competitor's comparison page. A press release cited as neutral analysis. Segment definitions a practitioner would not recognize are the fastest tell that a report is repackaged rather than researched.

06

Four ways a citation fails

Why this matters. A number you pass along ends up in a deck and gets said out loud to an investor. It traces back to you, and all four failures below look correct until you open the page.

Check the citation is too vague an instruction, because people look for the first failure and stop.

Close, but not the claim

The link resolves, the source is real, and it says something near the claim rather than the claim. The most common failure with search-grounded tools and the hardest to catch, because everything looks right until you read the paragraph.

Secondhand

The source says it, but the source is citing someone else. You have cited the messenger. Your number is now three steps away from anyone who measured anything.

Right source, wrong number

The citation supports the sentence but not the figure inside it. A paper on complication rates gets cited for a prevalence number that appears nowhere in it.

Empty report page

The link resolves to a market report landing page with a headline growth rate, no methodology and a four-figure paywall. Technically a citation. Worth nothing.

Every number, date, price, name and status in a deliverable gets its own opened tab. If you cannot open it, it does not go in. If you cannot open it and it matters, that absence is the finding.

1 in 277

PubMed-indexed papers in early 2026 contained at least one fabricated reference, up from 1 in 2,828 in 2023. The fabrications were typically not obviously defective, which is what made them hard to catch.

Columbia-led analysis of ~2.5M papers, The Lancet, May 2026

That is peer-reviewed literature that passed three to five expert reviewers. You are not more careful than that by default.

07

Eight prompting patterns

Why this matters. The difference between a wasted afternoon and a usable answer is usually decided in the first message you send.

Worked out from how this program's work gets done. All of them assume the three layers in section 02 are already set up.

These patterns do not override section 01

Several of them involve giving a tool a document to work from. Every one of those means a public document, a published paper, a standard, or something you wrote. It never means a portfolio company's deck, model, protocol, dataset or data room, and stripping the company name off does not make it safe, because the surrounding detail identifies it anyway. When a pattern would need a company document to work, you do that reading yourself and bring the tool a category-level question instead.

08

Reporting what you did not find

Why this matters. An unmarked guess becomes a fact the moment somebody copies it. Saying plainly what you could not confirm is what makes your work safe for a founder to act on.

Write the limitations as carefully as the findings. It also turns six unproductive hours into something the next person can use instead of six wasted ones.

Say unknown in the same words every time

Where a value could not be verified, the field carries one of these. It never carries a guess.

Not statedConfirmNone publicly stated
  • State confidence by tier. Values from primary filings and regulatory records are high confidence. Values from general knowledge get flagged for confirmation before anyone acts on them.
  • Label inference as inference, and name it. Fund dry powder is not disclosed, so a recent close is a proxy and gets described as one.
  • Anything time-sensitive carries a date and an instruction to re-pull before use.

The log

One markdown file per project, in the project folder. Append, never overwrite. Six lines per entry. This is the artifact that makes a dead end valuable, and it means the same question in four months is a file lookup rather than a repeat.

## [date] | [question in one sentence]
Serves:    which decision
Searched:  sources opened, terms used
Found:     claim + link + date accessed
Not found: what does not appear to exist
           publicly, and where you looked
Open:      what remains, and who could answer