Market Research

---
name: market-research
description: Conduct market research, competitive analysis, investor due diligence, and industry intelligence with source attribution and decision-oriented summaries. Use when the user wants market sizing, competitor comparisons, fund research, technology scans, or research that informs business decisions.
metadata:
  origin: ECC
---

# Market Research

Produce research that supports decisions, not research theater.

## When to Activate

- researching a market, category, company, investor, or technology trend
- building TAM/SAM/SOM estimates
- comparing competitors or adjacent products
- preparing investor dossiers before outreach
- pressure-testing a thesis before building, funding, or entering a market

## Research Standards

1. Every important claim needs a source.
2. Prefer recent data and call out stale data.
3. Include contrarian evidence and downside cases.
4. Translate findings into a decision, not just a summary.
5. Separate fact, inference, and recommendation clearly.

## Common Research Modes

### Investor / Fund Diligence
Collect:
- fund size, stage, and typical check size
- relevant portfolio companies
- public thesis and recent activity
- reasons the fund is or is not a fit
- any obvious red flags or mismatches

### Competitive Analysis
Collect:
- product reality, not marketing copy
- funding and investor history if public
- traction metrics if public
- distribution and pricing clues
- strengths, weaknesses, and positioning gaps

### Market Sizing
Use:
- top-down estimates from reports or public datasets
- bottom-up sanity checks from realistic customer acquisition assumptions
- explicit assumptions for every leap in logic

### Technology / Vendor Research
Collect:
- how it works
- trade-offs and adoption signals
- integration complexity
- lock-in, security, compliance, and operational risk

## Output Format

Default structure:
1. executive summary
2. key findings
3. implications
4. risks and caveats

## Exemplo

```text
Tese: "vale entrar em SaaS de agendamento p/ clínicas?"
TAM top-down + bottom-up (300 clínicas × ticket) + 3 concorrentes (preço, tração)
Veredito: entrar SE wedge = lembrete WhatsApp (gap); risco: incumbente com lock-in
Tudo com fonte e data; fato ≠ inferência ≠ recomendação
```