Skills › Financial Services › sector-overview
sector-overview
The facts
Its description
Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "market landscape", "sector analysis", "industry deep dive", or "thematic research".
The description the agent reads to decide when to use it.
From its settingsline 3
When it starts
The agent sees only the name and description, which promise a full industry/sector landscape report covering market dynamics, competitive positioning, key players and thematic trends, and list trigger phrases like "sector overview", "industry report", "market landscape", "sector analysis", "industry deep dive" and "thematic research". So it fires when someone asks for a broad sector or industry write-up rather than a single-company or model task.
Things a person might say (the model's guesses)
- “Can you put together a sector overview of the AI infrastructure market?”
- “I need an industry deep dive on US regional banks for a client.”
- “Write a thematic research piece on the shift to cloud computing.”
A model's summary of when it is used.
A model's reading
What leads to it
- market-researcher calls this market-researcher, line 22
- pitch-agent calls this pitch-agent, line 19
Other skills that hand off to this one, call it, require it or offer it instead, as a model read them.
A model's reading
Licence
Apache-2.0, from LICENSE
The terms its author shares it under, which let it be shown here.
From the repositorylicence text
The text
Most marks come from matching words in the file, so treat them as pointers.
1---
2name: sector-overview
3description: Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "market landscape", "sector analysis", "industry deep dive", or "thematic research".
4---
6# Sector Overview
Sector Overview
Raw lines 1 to 7Workflow
Raw lines 8 to 910### Step 1: Define Scope
12- **Sector / subsector**: What industry and how narrowly defined?
14- **Depth**: High-level overview (5-10 pages) or deep dive (20-30 pages)
15- **Angle**: Neutral landscape vs. thematic thesis (e.g., "AI infrastructure buildout")
16- **Universe**: Public companies only, or include private?
Step 1: Define Scope
- Sector / subsector: What industry and how narrowly defined?
- Purpose: Client report, internal research, pitch material, idea generation
- Depth: High-level overview (5-10 pages) or deep dive (20-30 pages)
- Angle: Neutral landscape vs. thematic thesis (e.g., "AI infrastructure buildout")
- Universe: Public companies only, or include private?
18### Step 2: Market Overview
20**Market Size & Growth**
21- Total addressable market (TAM) with source
22- Historical growth rate (5-year CAGR)
23- Forecast growth rate and key assumptions
24- Market segmentation (by product, geography, end market, customer type)
26**Industry Structure**
27- Fragmented vs. consolidated — top 5 market share
28- Value chain map — where does value accrue?
29- Business model types (subscription, transaction, licensing, services)
30- Barriers to entry (capital, regulatory, technical, network effects)
32**Key Trends & Drivers**
33- Secular tailwinds (3-5 major trends)
34- Headwinds and risks
35- Technology disruption vectors
36- Regulatory developments
37- M&A activity and consolidation trends
Step 2: Market Overview
Market Size & Growth
- Total addressable market (TAM) with source
- Historical growth rate (5-year CAGR)
- Forecast growth rate and key assumptions
- Market segmentation (by product, geography, end market, customer type)
Industry Structure
- Fragmented vs. consolidated — top 5 market share
- Value chain map — where does value accrue?
- Business model types (subscription, transaction, licensing, services)
- Barriers to entry (capital, regulatory, technical, network effects)
Key Trends & Drivers
- Secular tailwinds (3-5 major trends)
- Headwinds and risks
- Technology disruption vectors
- Regulatory developments
- M&A activity and consolidation trends
41**Company Profiles** (for top 5-10 players):
43| Company | Revenue | Growth | EBITDA Margin | Market Share | Key Differentiator |
44|---------|---------|--------|--------------|-------------|-------------------|
45| | | | | | |
47For each company, brief profile:
48- Business description (2-3 sentences)
49- Strategic positioning and moat
50- Recent developments (earnings, M&A, product launches)
51- Valuation snapshot (P/E, EV/EBITDA, EV/Revenue)
53**Competitive Dynamics**
54- How do companies compete? (price, product, service, distribution)
55- Who is gaining/losing share and why?
56- Disruption risk from new entrants or adjacent players
Step 3: Competitive Landscape
Company Profiles (for top 5-10 players):
| Company | Revenue | Growth | EBITDA Margin | Market Share | Key Differentiator |
|---|---|---|---|---|---|
For each company, brief profile:
- Business description (2-3 sentences)
- Strategic positioning and moat
- Recent developments (earnings, M&A, product launches)
- Valuation snapshot (P/E, EV/EBITDA, EV/Revenue)
Competitive Dynamics
- How do companies compete? (price, product, service, distribution)
- Who is gaining/losing share and why?
- Disruption risk from new entrants or adjacent players
58### Step 4: Valuation Context
61- Premium/discount drivers (growth, margins, market position)
62- Recent M&A transaction multiples
63- How does the sector compare to the broader market?
Step 4: Valuation Context
- Sector trading multiples (current and historical range)
- Premium/discount drivers (growth, margins, market position)
- Recent M&A transaction multiples
- How does the sector compare to the broader market?
65### Step 5: Investment Implications
67- Where are the best risk/reward opportunities?
68- What thematic bets can be expressed through this sector?
69- Key debates in the sector (bull vs. bear arguments)
70- Catalysts that could change the sector narrative
Step 5: Investment Implications
- Where are the best risk/reward opportunities?
- What thematic bets can be expressed through this sector?
- Key debates in the sector (bull vs. bear arguments)
- Catalysts that could change the sector narrative
72### Step 6: Output
74- Word document or PowerPoint with:
75 - Market overview and sizing
76 - Competitive landscape map
77 - Company comparison table
78 - Valuation summary
79 - Key charts: market growth, share trends, valuation history
80- Excel appendix with detailed company data
Step 6: Output
- Word document or PowerPoint with:
- Market overview and sizing
- Competitive landscape map
- Company comparison table
- Valuation summary
- Key charts: market growth, share trends, valuation history
- Excel appendix with detailed company data
82## Important Notes
84- Source all market size data — cite the research firm or methodology
85- Distinguish between TAM hype and realistic addressable market
86- Sector overviews age fast — note the date and flag data that may be stale
87- Charts are essential — market size waterfall, competitive positioning matrix, valuation scatter plot
88- If for a client, tailor the "so what" to their specific situation (M&A target identification, competitive positioning, market entry)
Important Notes
- Source all market size data — cite the research firm or methodology
- Distinguish between TAM hype and realistic addressable market
- Sector overviews age fast — note the date and flag data that may be stale
- Charts are essential — market size waterfall, competitive positioning matrix, valuation scatter plot
- If for a client, tailor the "so what" to their specific situation (M&A target identification, competitive positioning, market entry)
From anthropics/financial-services at 6056506, 2026-10-28. Skills read by DeepSeek V4.1 Flash on 2026-11-04. Summary and techniques by Claude Opus 5.5 on 2026-11-06.