Olo Market Intelligence

Competitive landscape and market intelligence for M&A due diligence — TAM/SAM/SOM, competitor mapping, and industry analysis

Security Scan

The skill is an instruction-only market-intelligence guide whose requested actions and outputs match its stated purpose and do not ask for unrelated credentials, installs, or persistent privileges.

Purpose & Capability

Name/description (M&A market intelligence, TAM/SAM/SOM, competitor mapping) matches the SKILL.md tasks (market sizing, competitor profiling, industry analysis). All required data types (revenue, funding, multiples) are appropriate for this purpose.

Instruction Scope

SKILL.md gives bounded, task-focused instructions (how to compute TAM/SAM/SOM, what competitor fields to collect, citation and date-stamping requirements). It does not instruct the agent to read unrelated system files, environment variables, or to exfiltrate data to external endpoints. It assumes access to public/paid data sources, which is consistent with the task.

Install Mechanism

No install spec and no code files — instruction-only. This minimizes on-disk footprint and installation risk.

Credentials

The skill declares no required environment variables, credentials, or config paths. The data it requests (market figures, competitor info) reasonably comes from external data sources and does not require privileged secrets.

Persistence & Privilege

always is false and there are no install hooks or self-modifying instructions. The skill does not request persistent system presence or access to other skills' configs.

Assessment

This skill is an instruction-only template for performing market intelligence and is internally consistent. Before using it, confirm your agent has access to the public/paid data sources you expect (e.g., Gartner, Statista, SEC filings, PitchBook) and ensure licensing/paid-data compliance. Because the skill expects the agent to gather potentially sensitive market or company-specific data, avoid supplying private credentials or confidential target-company documents unless you trust the data-handling policies of the agent environment. Finally, verify citations and date-stamps the skill requires — stale or uncited data can be risky in due diligence contexts.

Market Intelligence for M&A

Deliver competitive landscape analysis and market sizing for acquisition due diligence.

Research Framework

1. Market Sizing (TAM/SAM/SOM)

• TAM (Total Addressable Market): Global market for the product/service category
• SAM (Serviceable Addressable Market): Geographic and segment-filtered subset
• SOM (Serviceable Obtainable Market): Realistic share given competitive position
• Source from industry reports (Gartner, IDC, Statista), triangulate with bottom-up estimates
• Present as range (low/base/high) with methodology notes
• Include 5-year CAGR forecast for TAM

2. Competitive Landscape

• Identify 5-10 direct competitors and 3-5 adjacent players
• For each competitor, capture:
  • Revenue estimate and growth rate
  • Funding history and valuation (if private)
  • Market share estimate
  • Key differentiators and positioning
  • Recent strategic moves (acquisitions, partnerships, product launches)
• Map competitive positioning on 2x2 matrix (e.g., breadth vs. depth, price vs. capability)

3. Industry Dynamics

• Growth drivers: Regulatory tailwinds, technology shifts, demand trends
• Headwinds: Commoditization, regulatory risk, substitute threats
• Porter's Five Forces assessment:
  • Supplier power (low/medium/high)
  • Buyer power (low/medium/high)
  • Competitive rivalry (low/medium/high)
  • Threat of substitutes (low/medium/high)
  • Threat of new entrants (low/medium/high)
• Industry lifecycle stage: Emerging, Growth, Mature, Declining

4. Customer & Channel Analysis

• Customer segmentation (enterprise/mid-market/SMB, by vertical)
• Buyer personas and purchasing decision factors
• Sales channel mix (direct, channel, marketplace, OEM)
• Net revenue retention and churn benchmarks for the sector
• Customer switching costs assessment

5. M&A Activity in Sector

• Recent comparable transactions (last 3 years)
• Median and mean EV/Revenue and EV/EBITDA multiples
• Buyer types (strategic vs. financial sponsor)
• Deal volume trend (accelerating, stable, declining)
• Notable failed deals and reasons

Output Format

Market Intelligence Report: [Industry/Sector]
Target: [Company Name]

Market Size:
  TAM: $12.4B (2025) → $18.7B (2030), 8.5% CAGR
  SAM: $4.2B (North America + Europe)
  SOM: $180M (target's realistic capture)

Competitive Position:
  Market Share: ~4.3% of SAM
  Rank: #5 of 12 tracked competitors
  Moat: [proprietary data / switching costs / network effects / none]

Top Competitors:
  1. CompetitorA — $520M rev, 12% share, well-funded
  2. CompetitorB — $310M rev, 7% share, PE-backed
  3. CompetitorC — $190M rev, 4.5% share, recently acquired

Industry Health:
  Growth Stage: Growth → Early Maturity
  Consolidation Trend: Accelerating (12 deals in last 18 months)
  Regulatory Climate: Favorable (no pending restrictive legislation)

Comparable Transactions:
  Median EV/Revenue: 3.2x
  Median EV/EBITDA: 14.5x
  Premium to Public Comps: +25-35% (control premium)

Quality Standards

• Cite sources for all market size estimates
• Distinguish confirmed data from estimates (mark with ~)
• Date-stamp all competitive intelligence (stale data is dangerous)
• Flag low-confidence assessments explicitly
• Cross-reference at least 2 sources for market size claims