Strategic Planning
SWOT Analysis Template
A structured SWOT framework you can fill out for any company, market, or product decision. Includes worked examples and a how-to guide.
Download free templateFree Templates
Practical frameworks for market research, competitive analysis, and strategic planning. Built for fractional executives, consultants, and investors who need to move fast.
Competitive Intelligence
Competitor Analysis Template
Six-category framework for analyzing competitors. Direct, indirect, and replacement competitor worksheet. Strategic matrix that goes beyond feature checklists. Includes real 2025 examples.
Download free template Due Diligence
Coming Soon
Due Diligence Checklist
The six-pillar checklist institutional investors use for market due diligence. Covers market sizing, competitive dynamics, demand, sector forces, and risk.
Available soon
Market Research
Coming Soon
Market Research Template
End-to-end market research framework for evaluating new markets, product launches, or strategic initiatives. Structured by research question.
Available soon
Market Sizing
Coming Soon
TAM/SAM/SOM Template
Market sizing spreadsheet with top-down and bottom-up calculations built in. Produces a defensible number you can put in front of investors.
Available soon
Need more than a template?
Templates are a starting point. When you need the actual research filled in, we build board-ready dossiers in days, not weeks.
See Research Packages