Looking for guidance for making a good industry analysis template

by a searcher from London Business School

4 years ago

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.

4 likes
149 views
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

11 months ago | like reply | 1 like

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

11 months ago | like reply | 0 likes

More on Searchfunder

Just Closed on My First Deal! Reflections and Takeaways for other Searchers

45,152 transactions are available on Searchfunder (now searchable by keyword)

Now everyone has unlimited IBISWorld access

Family office looking for traditional searchers

Examples of self-funded searcher websites

Investor seeking Self-Funded Search Deals

What are market terms for Seller Notes?

2 Best Ways To Find Motivated Sellers, Off-Market Deals

Searchfunder is an online community and toolkit for searchfunds. Over 80% of those involved in searchfunds maintain a Searchfunder.com account to help them network, problem solve challenges, and keep up with the industry.

We maintain partnerships with database providers that make searching more effective, efficient and affordable along with features that help searchers find deals and investors and vice versa.