Create a company research brief with executive quotes, product strategy, and org context. Use when preparing for interviews, competitive analysis, partnerships, or market-entry work.
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Create a company research brief with executive quotes, product strategy, and org context. Use when preparing for interviews, competitive analysis, partnerships, or market-entry work.
intent
Create a comprehensive company profile that extracts executive insights, product strategy, transformation initiatives, and organizational dynamics from publicly available sources. Use this to understand competitive landscape, evaluate partnership opportunities, benchmark best practices, prepare for interviews, or inform market entry decisions by understanding how successful companies think about product management and strategy.
type
component
theme
market-intelligence
best_for
["Preparing for a PM interview with real company context","Building a competitor or partner brief before a first meeting","Understanding a company's product strategy from public signals"]
scenarios
["I have a PM interview next week and need real context on their product strategy","We're meeting a potential partner and I need a brief on how they actually make money"]
estimated_time
20-40 min
Purpose
Create a comprehensive company profile that extracts executive insights, product strategy, transformation initiatives, and organizational dynamics from publicly available sources. Use this to understand competitive landscape, evaluate partnership opportunities, benchmark best practices, prepare for interviews, or inform market entry decisions by understanding how successful companies think about product management and strategy.
This is not surface-level research—it's strategic intelligence gathering focused on product management perspectives and executive vision.
Input
Works best with: The company to profile.
Also useful: Why you're researching it (interview prep, competitive analysis, partnership, market entry) — this changes what the brief emphasizes.
Anything supplied with the invocation itself — text after the skill name, a pasted context dump, or an appended ARGUMENTS: line — counts as answers already given. Use it and skip whatever it covers; don't re-ask.
Arriving empty-handed? That works too. The skill asks for the company and the purpose before drafting the brief.
Example invocation:Build a company research brief on Datadog — I interview with their platform PM team Friday.
Key Concepts
The Executive Insights Framework
This framework synthesizes company intelligence across multiple dimensions:
Core Components:
Company Overview: Basic info, history, industry context
Executive Quotes: Strategic vision from CEO, COO, VP Product, Group PM
Executive perspective: Captures leadership thinking, not just marketing copy
Product-centric: Focuses on PM-relevant insights (strategy, process, culture)
Multi-source: Synthesizes interviews, earnings calls, blog posts, case studies
Strategic intelligence: Informs competitive positioning, partnership evaluation, or interview prep
Anti-Patterns (What This Is NOT)
Not financial analysis: Focus is product strategy, not valuation or stock performance
Not SWOT analysis: This documents their perspective, not strengths/weaknesses assessment
Not surface scraping: Go deeper than "About Us" pages—find executive interviews, product blogs, earnings transcripts
When to Use This
Competitive analysis (understanding how competitors approach PM)
Partnership evaluation (assessing cultural fit and strategic direction)
Interview preparation (understanding company culture, product philosophy)
Benchmarking best practices (learning from successful companies)
Market entry decisions (understanding how incumbents operate)
When NOT to Use This
For internal analysis (this is external research)
When primary sources are unavailable (executives haven't spoken publicly)
As a substitute for customer research (this is company perspective, not customer perspective)
Application
Use template.md for the full fill-in structure.
Step 1: Define Research Scope
Clarify what you're researching and why:
## Research Objective-**Company Name:** [e.g., "Stripe"]
-**Research Purpose:** [e.g., "Understand payment platform product strategy for competitive positioning"]
-**Key Questions:** - [Question 1: e.g., "How does Stripe think about platform extensibility?"]
- [Question 2: e.g., "What's their approach to developer experience?"]
- [Question 3: e.g., "How do they prioritize roadmap vs. custom enterprise requests?"]
Step 2: Gather Company Overview
Document basic company information:
### Company Overview**Basic Information:**-**Name:** [Official company name]
-**Headquarters:** [Location]
-**Industry:** [Primary industries, e.g., "Fintech, Payment Processing, Developer Tools"]
-**Founded:** [Year]
-**Size:** [Employees, revenue if public, funding if private]
**Brief History:**- [Key milestones that shaped current market position]
- [Example: "2010: Founded by Patrick and John Collison. 2011: Launched 7-line integration. 2018: Launched Stripe Atlas. 2021: $95B valuation."]
Sources to check:
Company website (About, Press, Blog)
LinkedIn company page
Crunchbase / PitchBook (for funding/valuation)
Wikipedia (for history)
Step 3: Extract Executive Quotes on Strategic Vision
Find recent quotes from key executives:
### Executive Quotes on Strategic Vision**Quote from the CEO:**- "[Recent quote discussing long-term vision and market approach]"
-**Source:** [Link to interview, earnings call, blog post, conference talk]
-**Date:** [When the quote was made]
-**Context:** [Brief explanation of what prompted this quote]
**Quote from the COO:**- "[Recent quote focusing on operational strategies and challenges]"
-**Source:** [Link]
-**Date:** [When]
**Quote from the VP of Product Management:**- "[Recent quote detailing product strategy and innovation focus]"
-**Source:** [Link]
-**Date:** [When]
**Quote from the Group Product Manager:**- "[Recent quote discussing specific product initiatives and customer engagement]"
-**Source:** [Link]
-**Date:** [When]
Sources to check:
Earnings call transcripts (if public)
Podcast interviews (e.g., Lenny's Podcast, Masters of Scale, How I Built This)
Conference talks (YouTube, company blog)
Blog posts by executives
LinkedIn posts
Industry publications (TechCrunch, The Verge, etc.)
Quality checks:
Recent: Prioritize quotes from the last 12-24 months
Substantive: Look for strategy/philosophy, not generic PR statements
Attributed: Always cite source and date
Step 4: Document Product Insights
Synthesize product strategy and recent launches:
### Detailed Product Insights**Product Strategy Overview:**- [Describe overall product strategy, emphasizing integration of market needs with technological capabilities]
- [Example: "Stripe's product strategy centers on developer experience: reduce integration complexity, provide powerful primitives, enable rapid experimentation"]
**Recent Product Launches and Innovations:**1.**[Product/Feature 1]** - [Description and market impact]
- [Example: "Stripe Tax (2021): Automated sales tax calculation. Removed compliance barrier for global expansion."]
2.**[Product/Feature 2]** - [Description and impact]
3.**[Product/Feature 3]** - [Description and impact]
**Product Philosophy:**- [Key principles that guide product decisions]
- [Example: "Start with developer needs, not enterprise sales. Build for 10x scale before you need it. Default to public APIs."]
Sources to check:
Product blog or changelog
Product Hunt launches
Release notes
Product team blog posts or case studies
Step 5: Identify Transformation Strategies
Document how the company is evolving:
### Transformation Strategies and Initiatives**Digital Transformation:**- [Describe approach to digital transformation, emphasizing integration of cutting-edge technology with existing processes]
- [Example: "Migrated from monolith to microservices architecture (2019-2022). Enabled 10x faster feature deployment."]
**AI Transformation:**- [Explain how AI is incorporated into core processes, product offerings, and market positioning]
- [Example: "Launched Radar for fraud detection (ML-powered). Reduced false positives by 40%, processing $640B annually."]
**Agile Transformation:**- [Detail adoption of Agile methodologies, highlighting improvements in collaboration, project management, product delivery]
- [Example: "Adopted Shape Up methodology (6-week cycles, no sprints). Improved focus, reduced meeting overhead."]
Sources to check:
Engineering blog
Case studies or white papers
Conference talks by engineering/product leaders
LinkedIn posts about process changes
Step 6: Understand Organizational Impact of Product Management
Document how PM functions within the organization:
### Organizational Impact of Product Management**Role of Product Management in Strategic Decisions:**- [Discuss how PM influences strategic decisions]
- [Example: "PMs own P&L for their product area. Directly influence company roadmap through quarterly planning process. CEO reviews roadmap with PM leads, not just VPs."]
**Cross-Functional Collaboration:**- [Outline collaboration between PM and other departments]
- [Example: "PMs co-located with engineering (not in separate 'product' org). Weekly design reviews with Design VP. Monthly GTM sync with Sales/Marketing."]
**PM Career Paths:**- [If available, describe how PMs grow and advance]
- [Example: "IC track: PM → Senior PM → Staff PM → Principal PM. Manager track: PM → Group PM → Director → VP."]
Sources to check:
PM job postings (describe role, responsibilities, team structure)
LinkedIn profiles (track PM career progression)
PM blog posts or interviews
Glassdoor reviews (internal culture insights)
Step 7: Analyze Future Roadmap and Challenges
Identify where the company is headed:
### Future Product Roadmap and Challenges**Upcoming Product Initiatives:**- [Detail planned initiatives and alignment with strategic goals]
- [Example: "Expanding into embedded finance (Stripe Capital, Stripe Treasury). Goal: Become financial infrastructure for the internet, not just payments."]
**Anticipated Market Challenges:**- [Identify potential challenges and PM team plans to address them]
- [Example: "Challenge: Increasing competition from Square, PayPal. Response: Double down on developer experience, global expansion (70+ countries)."]
**Competitive Threats:**- [Document acknowledged or observed competitive pressures]
Sources to check:
Earnings calls (forward-looking statements)
Analyst reports
Industry news (funding rounds by competitors, market shifts)
Step 8: Document Product-Led Growth Insights
If applicable, capture PLG strategies:
### Product-Led Growth Insights**Implementation of PLG Strategies:**- [Describe how the company employs PLG to enhance customer acquisition, retention, expansion]
- [Example: "Self-serve onboarding: 7-line code integration. No sales calls required for <$1M ARR. 90% of customers start with free tier."]
**Data-Driven Product Decisions:**- [Explain role of data analytics in shaping product decisions and driving growth]
- [Example: "Instrumented every API call. PMs have real-time dashboards. Feature adoption tracked within 24 hours of launch."]
Sources to check:
Product analytics blog posts
Growth team blog posts
Case studies on activation, retention, expansion
Step 9: Synthesize Key Takeaways
Summarize the most important insights:
### Key Takeaways**Strategic Principles:**1.**[Principle 1]** - [What you learned about their approach]
2.**[Principle 2]** - [What you learned]
3.**[Principle 3]** - [What you learned]
**Product Management Lessons:**1.**[Lesson 1]** - [Applicable insight for your context]
2.**[Lesson 2]** - [Applicable insight]
3.**[Lesson 3]** - [Applicable insight]
**Questions for Further Research:**- [Unanswered question 1]
- [Unanswered question 2]
Examples
See examples/sample.md for a full company research example.
