All Playbooks

Company analysis tool

Provide a company name and peer set to generate a clear profile, competitive comparison, and strategic implications.

Use cases

Structured analysis for strategy, sales, and corporate development teams.

Account planning example for company analysis

Account planning

Summaries to support sales and partnership strategy.

Competitive comparison for company analysis

Competitive intel

Benchmark positioning and market signals.

Bring your internal context

Add notes, CRM data, or financial snapshots so the analysis reflects your internal context.

Add sources
Internal context sources for company analysis

Benchmark against peers

Automatically compare positioning, metrics, and narrative across a peer set.

View peer set
Peer comparison chart for company analysis

Publish a shareable memo

Deliver a structured summary that can be shared, exported, or turned into a deck.

See example output
Company analysis output memo preview

Frequently asked questions

01

Can I include financial data?

You can add financials or use public sources.

Is it required?

The playbook works with or without internal data.

02

How do peer comparisons work?

Yes. Update the peer set variable anytime.

Can I change the peer set?

The comparison sections update automatically.

03

Can I export the output?

Yes. Export as a report, PDF, or presentation.

PDF or slides?

Share links are also supported.