Co Diligence Competitive Benchmark

Competitive Benchmark

Target positioning analysis against competitors.

Use This Skill When

• Benchmarking a target against direct competitors.
• Evaluating competitive moats and differentiation.
• Assessing market share and positioning.

Workflow

1. Identify direct competitors (3-5) and adjacent competitors (2-3).
2. Define benchmark dimensions (market share, product, pricing, technology, team).
3. Score each dimension with evidence.
4. Identify competitive moats (or lack thereof).
5. Save comparison matrix to files.

Deliverables

• results/competitive-benchmark.md: positioning analysis with comparison matrix.

Quality Gates

• 3+ direct competitors identified with rationale.
• Benchmark dimensions relevant to investment thesis.
• Competitive moat assessment explicit (sustainable/temporary/none).
• All comparisons evidence-based (not opinion).

If any gate fails: identify the issue, fix, and re-validate.

Gotchas

• 競合は「直接競合」だけでなく「隣接競合」（代替手段を提供する企業）も含めること
• 市場シェアの数値はソースと定義（金額ベース/数量ベース）を明記すること
• 競争優位性は「現時点」だけでなく「持続可能性」（2-3年後）も評価すること

Validation Loop

1. 競合分析を生成
2. チェック: 競合数、ベンチマーク根拠、モート評価
3. 不合格なら修正
4. 合格後のみ完了