Looking for guidance for making a good industry analysis template

by a searcher from London Business School

Mar 19,2020

I'm new to the SF world. I am looking for a good industry analysis template that one typically uses to evaluate companies. I need help on two fronts:

1. Elements that are covered for a comprehensive analysis
2. Reliable industry reports providers

Appreciate any help, thanks.

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4 comments

searcher from University of Oxford

1. I've seen some funds characterize their analysis into 6 buckets: Market Position, Industry, Cash Flows, Operations, Staff, and Exit Opportunities. Depending on the sectors you are covering, you will obviously customize the sub-categories and create your own weighting. A good place to start would be AJ Wasserstein's Yale repository as there are direct examples of this.

https://som.yale.edu/faculty-research/faculty-directory/j-wasserstein

04/25/2023 | like reply | 0 likes

searcher from ESSEC Business School

A little old post but - did you get your industry analysis part done? If yes, could you please share the template

04/25/2023 | like reply | 0 likes

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