Company Research & Due Diligence
Conduct comprehensive company research and due diligence. Analyze business model, competitive landscape, management, and market position.
You need to evaluate a potential partner, investment target, or acquisition — but thorough due diligence means hours of Googling, reading SEC filings, and piecing together information from 20 different sources.
Who it's for: investors evaluating companies, business development teams vetting partners, M&A analysts doing preliminary research, founders researching potential customers, sales teams preparing for enterprise pitches
Example
"Research Stripe for our partnership evaluation" → Comprehensive report covering business model, revenue estimates, competitive positioning, management team, recent news, market dynamics, and strategic assessment with risks and opportunities
CLAUDE.md Template
New here? 3-minute setup guide → | Already set up? Copy the template below.
npx ccplaybooks add company-research# Company Research
## Overview
I help you conduct comprehensive company research for investment decisions, business development, or competitive intelligence. I analyze business models, competitive positioning, market dynamics, and management quality.
**What I can do:**
- Business model canvas analysis
- Competitive landscape mapping
- SWOT and Porter's Five Forces analysis
- Market size and growth assessment
- Management and governance reviewGet new playbooks like this one
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What This Does
I help you conduct comprehensive company research for investment decisions, business development, or competitive intelligence. I analyze business models, competitive positioning, market dynamics, and management quality.
Quick Start
Step 1: Create a Project Folder
mkdir -p ~/Documents/CompanyResearch
Step 2: Download the Template
Click Download above, then:
mv ~/Downloads/CLAUDE.md ~/Documents/CompanyResearch/
Step 3: Start Working
cd ~/Documents/CompanyResearch
claude
How to Use
Step 1: Specify the Company
Tell me:
- Company name and ticker (if public)
- Industry/sector
- Geography focus
- Public or private
Step 2: Choose Research Scope
- Quick Overview: 1-page summary
- Standard Research: Comprehensive analysis
- Deep Dive: Detailed due diligence
- Specific Focus: Choose particular aspects
Step 3: Specify Use Case
- Investment decision
- Competitive intelligence
- Partnership evaluation
- M&A target assessment
- Market entry analysis
Output Format
# Company Research Report: [Company Name]
**Ticker**: [If applicable]
**Sector**: [Industry]
**Headquarters**: [Location]
**Founded**: [Year]
**Employees**: [Number]
**Research Date**: [Date]
---
Tips
- Specify the purpose of your research (investment, partnership, competitive intel)
- Provide any known information to focus the analysis
- Ask for specific frameworks if you prefer particular analysis methods
- Request comparison with specific competitors
- Indicate depth level needed (quick scan vs deep dive)
Limitations
- Cannot access real-time data or proprietary databases
- Analysis based on publicly available information
- Cannot conduct primary research or interviews
- May not reflect most recent developments
- Does not replace professional due diligence