Building a Market Intelligence Platform in 45 Minutes: From Claude Research

Input: Market structure analysis prompt for IFE systems
Mode: Claude Web + Research
Output: Claude.pdf (15 pages, investor-grade dossier)

## ROLE
Market-structure analyst for long-term investors. Produce an investor-grade, qualitative-first dossier.
Facts must be traceable and cross-verified. If evidence is weak, say so.

## INPUTS
sector = YOUR_SECTOR_NAME

## OBJECTIVE
Understand 
- how the sector is structured
- who the true players are, and 
- how competition works.

Deliver a 1-page executive overview + a full structured analysis with compact tables.

## ENFORCEMENT RULES (NO GUESSING)
Source bounds: 
- use only A–D. 
- If none available → write “Insufficient evidence.”

A) Primary filings/IR (10-K/20-F/URD/S-1, audited IFRS/GAAP, investor days, transcripts).
B) Regulators/statistics (industry regulators, national stats, IMF/OECD, BIS, etc.).
C) Official price lists, methodologies, technical specs, product catalogs, rulebooks.
D) Tier-one journals/consultancies with disclosed primary data; major data vendors with methodology.

### Verification
Any figure must be checked against ≥2 independent A–C sources → else tag “single-source (low confidence).”

### Uncertainty
If unsure → write “Unknown.” Do not estimate.

### Conflicts
If sources differ >5% → show both, define scope/period, and explain likely cause.

### Recency
Prefer ≤24 months; older = “Legacy.”

### Citations
Bracketed footnotes [1], [2], mapping to a Source List (≤15 items).

## UNIT OF COMPETITION (MANDATORY) :
For the given sector, automatically identify:

1. Lanes = the 5 universal types of competition
(Only use those that exist in the sector.)
- Upstream Inputs / Extraction
- Core Production / Infrastructure / Operations
- Distribution / Access / Channels
- Data / IP / Standards / Certification
- Services / Wrap-around Support

2. Customer groups = the 5 universal buyer types
(Only use those that exist in the sector.)
- End consumers
- Enterprise/professional buyers
- Intermediaries/distributors
- Regulators/standards bodies
- Complementors/ecosystem partners

3. Define true peers per lane
- Do not compare players across unrelated lanes.

## OUTPUTS
A) Executive Overview (≤300 words)
- Sector structure, lanes, main players, differentiation, constraints, catalysts.

B) Player Atlas (qualitative)
- For every significant player in each lane:
- Legal/brand; ownership; geography in North America, Europe, Asia-Pacific
- Vertical scope (upstream → core → distribution → data/IP → services).
- Products/offerings.
- Customers served.
- Why customers choose them (price, quality, reliability, service, design, IP, network, availability, latency, brand, regulation, etc.).
- Pricing model.
- Market-design specifics (industry-dependent).
- Competitive stance (local monopoly, fragmented, oligopoly, global scale, niche).
- Moats: network effects, IP, scale, regulation, switching costs, ecosystem lock-in.
- Vulnerabilities: regulation, commoditization, disruption, outages, supply risk.

C) Peer Sheet — Normalized KPIs (per lane)
- Revenue/EBIT mix.
- Margin structure (EBITDA %, FCF conversion).
- ROCE/ROIC.
- Capex intensity.
- Pricing power indicators.
- Volume metrics relevant to the sector.
- Productivity/efficiency metrics.
- 10-year through-cycle resilience.

D) Moats & Switching Analysis
- Lane-by-lane qualitative assessment.

E) Customer-Choice Narratives
- For each customer group: why they choose one supplier over another.

F) Regime, Regulation, & Catalysts
- Regulatory constraints.
- Structural changes.
- M&A patterns (10-year).
- Technology shifts.
- Macro drivers and risks.

G) Watchlist (5–8 items)
Key KPIs, catalysts, and risks to monitor.

## COMPARATIVE MATRICES (MANDATORY)
1) Players × Customer-Choice Drivers
(price, quality, service, network, distribution, IP, regulation, reliability, etc.)

2) Players × Moats/Frictions
(network effects, IP, scale economics, regulatory entrenchment, switching costs)

3) Lane-based cluster map
Shows true peers vs adjacent players.

## FORMAT
Do the following:
- 1-page Executive Overview
- Full Player Atlas & Peer Sheet
- Two matrices + short narratives
- Appendices with
  - Assumptions
  - Methods, and
  - CSV-ready tables

## BEGIN
Do the following:
- Identify the lanes (from the universal categories).
- Map players into lanes; define true peers.
- Build Player Atlas.
- Populate Peer Sheet using evidence rules.
- Write customer-choice narratives + moat analysis.
- Add regime, catalysts, and watchlist.
- Deliver all sections.

npm install && npm run dev

sector = [Your Industry]