competitive-analysis

The competitive-analysis skill is a robust framework designed for financial professionals, including investment bankers, equity researchers, and private equity analysts. It automates the end-to-end creation of competitive landscape decks, enabling users to move from initial research to polished, boardroom-ready presentations. The skill is built to support both the PowerPoint add-in and interactive chat environments, ensuring high fidelity in both live document editing and file generation workflows.

• Performs deep-dive market positioning and strategic synthesis.

• Supports multi-company benchmarking, industry mapping, and investment thesis development.

• Integrates with primary financial data sources, including 10-Ks, earnings calls, and industry reports (McKinsey, Gartner).

• Provides structured workflow: scoping requirements, outline approval, and precise slide generation.

• Generates quantified signposts, standardized charts, and professional tables using strict design guidelines for typography, colors, and layout consistency.

• Use this skill when asked for a competitive landscape, peer comparison, market map, or an investment memo deck.

• Always start by scoping the analysis: define the target company, competitor set, audience depth, and investment context (e.g., bull/base/bear scenarios).

• Do not build slides until the outline is explicitly approved; this prevents iterative rework.

• Ensure data comparability by using consistent metrics (e.g., ARR, NRR, GPV, take rates) and citing all sources with [Company] [Document] ([Date]) format.

• Use exact terminology for slide titles and sections when specified by the user to maintain professional documentation standards.

• Handles visual elements like 2x2 matrices, radar charts, and tier diagrams to visualize competitive dynamics clearly.

• Maintains strict formatting rules for charts and tables to ensure they function as real objects in PowerPoint, avoiding the use of text-only mockups.

• Designed for high-stakes environments where financial accuracy and visual professionalization are critical to decision-making.