Market Analysis Brief
Sized, segmented, sourced — a market brief built from filings and signal, not pundit blogs.
Sized, segmented, sourced — a market read you can defend
Every number cites the tool that produced it. Web search backs HG, not the other way around.
| Section | What you get |
|---|---|
| Sized base | "~3,840 companies in US mid-market software" |
| Buying activity | "Cloud-cost-mgmt intent up 38% over 90 days" |
| Incumbent framing | Three 10-K quotes that name pricing pressure |
Overview
Sized, segmented, sourced market brief for entry or investment decisions — drawing on SEC filings, intent flow, install-share, and recent operating signals rather than analyst-blog generalizations.
Use cases
Market-entry briefs that survive board review
When you take a market-entry recommendation to the board, the first question is 'where do the numbers come from'. With this workflow the answer is 'the sized base is from `search_companies`; the intent trend is from `intent_category`; the incumbent framing quotes are from 10-K MD&A sections via `sec_filing_section`'. Every line is auditable.
Investment-thesis writing without a research firm retainer
Strategy and CorpDev teams who can't justify a Gartner / Forrester seat get a defensible market read by combining HG install data, SEC primary sources, and TR intent. The brief reads like a research note because the sources are research-grade.
View workflow prompt
# Market Analysis Brief
## Parameters
- `{{market_definition}}` *(required)* — One-sentence definition of the market to size. Example: `cloud cost optimization for mid-market manufacturers`
- `{{geo_focus}}` *(optional)* — Geographic focus when narrower than global. Example: `North America`
## Purpose
Produce a sized, segmented, sourced view of the {{market_definition}} market (geo: {{geo_focus}} when provided). The brief feeds a market-entry or investment decision; every number cites a source.
## Process
1. **Define the market** — restate {{market_definition}} in three concrete buying-segment dimensions (industry, employee band, product category) so the rest of the brief has measurable filters.
2. **Size the addressable base** — `search_companies` against those filters (+ {{geo_focus}}); report the total `count`. `search_companies` returns identity only, so to break the base down by employee band, run one `search_companies` call per band (using `employeesMin`/`employeesMax`) and report each `count`.
3. **Buying activity** — `intent_category` for category-level intent in the named product category. Surface the trend over 90 days and the top 5 most-active companies.
4. **Macro language** — `sec_filing_section` for recent (last 12 months) 10-K Item 7 (MD&A) language from 3 representative incumbents. Extract their own framing of category growth, pricing pressure, and regulatory exposure.
5. **Public commentary** — `web_search` for analyst commentary inside the same 12-month window. Use only for second-tier validation; HG sources lead.
## Output Format
Markdown with:
- `# Market Brief — {{market_definition}}`
- `## Section 1 — Market Definition` (3 measurable filters)
- `## Section 2 — Sized Addressable Base` (count + employee-band table)
- `## Section 3 — Buying Activity` (intent trend + top 5 active accounts)
- `## Section 4 — Incumbent Framing` (3 SEC 10-K quotes with the speaker named)
- `## Section 5 — Outside Commentary` (analyst signals, dated)
- `## Section 6 — Read` (one paragraph: is this market growing, defensible, addressable?)
## Quality Checklist
- Market definition is measurable, not a vibe
- Sized base cites `search_companies` output
- Every SEC quote names the company + filing type + section
- Read paragraph takes a position