Sector Overview

Workflow

Step 1: Define Scope

• Sector / subsector: What industry and how narrowly defined?
• Purpose: Client report, internal research, pitch material, idea generation
• Depth: High-level overview (5-10 pages) or deep dive (20-30 pages)
• Angle: Neutral landscape vs. thematic thesis (e.g., "AI infrastructure buildout")
• Universe: Public companies only, or include private?

Step 2: Market Overview