Testing a growth thesis
Assesses whether current demand supports a proposed growth opportunity. Provides an evidence-backed view of momentum and the uncertainties that matter to the recommendation.
— Markets & Intelligence
Reconciles live market signals for a product, service or category against fresh external research to rule on whether demand is strengthening, softening or shifting elsewhere.
1 week → ~15 minutes
Including the external research pass
No coding required
— USE CASES
Assesses whether current demand supports a proposed growth opportunity. Provides an evidence-backed view of momentum and the uncertainties that matter to the recommendation.
Examines whether weaker signals reflect a broader decline or a shift in demand. Grounds the assessment in corroborating external research rather than isolated indicators.
Identifies where demand appears to be moving across segments, markets or alternatives, where the evidence allows. Clarifies what those shifts mean for the product, service or category under review.
Provides a clear demand assessment with supporting evidence and caveats. Gives advisory teams a substantiated market perspective for client discussions and strategic recommendations.
— HOW IT BEHAVES
The mechanics behind this specific template — what it reads, what it calculates, and where a human stays in the loop.
Current external sources on the market being watched are researched during the run rather than recalled from training data, and every source travels with the output.
Findings on the market being watched are written up as a document that reads like professional output, with each claim tied back to a signal.
Each signal is assessed against explicit criteria you control, so the same standard is applied across the market being watched on every run.
Signals are compared on the same dimensions, which makes differences meaningful rather than impressionistic.
Demand is rarely clear from a single indicator: rising interest can coexist with weaker purchasing, while growth in one segment can mask decline elsewhere. Testing a growth thesis is the typical trigger — assesses whether current demand supports a proposed growth opportunity. Provides an evidence-backed view of momentum and the uncertainties that matter to the recommendation. Done properly it is defensible; done at pace it becomes a judgement call nobody can retrace. And "properly" usually means 1 week of manual work.
Here the same job runs as a Skill. Your material goes in; evidence-backed verdict on demand direction comes out, alongside synthesis of current market signals and external research. The criteria, ordering and review points that make the answer trustworthy are encoded in the Skill itself — which is the difference between a structured method and a prompt someone pastes in. The practical effect: 1 week of manual work becomes a ~15 minutes run, held to an identical standard on the tenth engagement as on the first.
Demand Signal Analyser exports as a structured SKILL.md file and is MCP-ready, so the same method runs in ChatGPT, Claude, Copilot or your own AI products. Adapt it to your methodology, and the intelligence stays yours — not locked to one vendor.
Pulls live market signals across news, companies, investment, regulation and market activity, deduplicates the same story told twice, and clusters the rest into themes with the genuinely accelerating ones named.
Keeps a standing watch on leadership changes, restructures, acquisitions, funding and regulation, and when a trigger fires it matches the event to the service it creates demand for and emails the play.
Cross-reads live market signals and fresh research against a value creation plan to surface the pricing, expansion, product, partnership and operational moves the outside world has just made possible.
Tests each assumption behind an investment thesis against live market signals and current research, ruling every one strengthened, weakened, unchanged or invalidated with the evidence attached.
Groups and summarises the market signals flowing into Skillsize into a focused, filtered digest for a chosen audience.
Monitors live market signals around a portfolio company across customers, competitors, suppliers, regulation, talent and capital, classifying each as opportunity, risk or watch with the board action for the material ones.