Abstract:Identifying the full landscape of small and medium-sized enterprises (SMEs) in specialized industry sectors is critical for supply-chain resilience, yet existing business databases suffer from substantial coverage gaps -- particularly for sub-tier suppliers and firms in emerging niche markets. We propose a \textbf{Web--Knowledge--Web (W$\to$K$\to$W)} pipeline that iteratively (1)~crawls domain-specific web sources to discover candidate supplier entities, (2)~extracts and consolidates structured knowledge into a heterogeneous knowledge graph, and (3)~uses the knowledge graph's topology and coverage signals to guide subsequent crawling toward under-represented regions of the supplier space. To quantify discovery completeness, we introduce a \textbf{coverage estimation framework} inspired by ecological species-richness estimators (Chao1, ACE) adapted for web-entity populations. Experiments on the semiconductor equipment manufacturing sector (NAICS 333242) demonstrate that the W$\to$K$\to$W pipeline achieves the highest precision (0.138) and F1 (0.118) among all methods using the same 213-page crawl budget, building a knowledge graph of 765 entities and 586 relations while reaching peak recall by iteration~3 with only 112 pages.
Abstract:Small and Medium Enterprises (SMEs) constitute 99.9% of U.S. businesses and generate 44% of economic activity, yet systematically identifying high-potential SMEs remains an open challenge. We introduce SME-HGT, a Heterogeneous Graph Transformer framework that predicts which SBIR Phase I awardees will advance to Phase II funding using exclusively public data. We construct a heterogeneous graph with 32,268 company nodes, 124 research topic nodes, and 13 government agency nodes connected by approximately 99,000 edges across three semantic relation types. SME-HGT achieves an AUPRC of 0.621 0.003 on a temporally-split test set, outperforming an MLP baseline (0.590 0.002) and R-GCN (0.608 0.013) across five random seeds. At a screening depth of 100 companies, SME-HGT attains 89.6% precision with a 2.14 lift over random selection. Our temporal evaluation protocol prevents information leakage, and our reliance on public data ensures reproducibility. These results demonstrate that relational structure among firms, research topics, and funding agencies provides meaningful signal for SME potential assessment, with implications for policymakers and early-stage investors.