— Markets & Intelligence
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.
1 week → ~15 minutes
Including the external research pass
No coding required
— USE CASES
Gives operating partners an evidence-led view of external opportunities relevant to the current value creation plan. Frames potential moves across pricing, expansion, product, partnerships and operations for portfolio discussions.
Assesses how competitor developments and shifts in customer demand create openings for a portfolio company. Connects those changes to potential commercial responses and their relevance to the plan.
Highlights market developments that support new expansion, product or partnership opportunities. Provides a focused assessment of how those opportunities fit the company’s existing value creation priorities.
Examines external developments for potential operational moves, such as changes to sourcing or delivery arrangements. Explains the connection between the market evidence and the opportunity for the portfolio company.
— 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.
Private equity value creation plans can lose touch with changing market conditions, leaving commercially useful developments disconnected from portfolio priorities. Portfolio performance reviews is the typical trigger — gives operating partners an evidence-led view of external opportunities relevant to the current value creation plan. Frames potential moves across pricing, expansion, product, partnerships and operations for portfolio discussions. 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.
As a Skill, the work is already sequenced. You bring the evidence, and the run produces market-linked value creation opportunity assessment plus potential pricing, expansion, product, partnership and operational moves. The judgement is built in — how items are broken up, what standard they are held to, and where the run stops for a human review. Net effect: 1 week down to ~15 minutes, no drift between runs, and every conclusion traceable back to the evidence behind it.
PE Value Creation Scanner 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.
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.
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.
