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
Six frameworks we use on every engagement. Download the Excel, read the methodology, pressure-test the research you're about to do — or pay us to fill them in.
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
Due Diligence Questionnaire
The questions institutional investors actually ask during due diligence. Organized by category: business, financial, legal, commercial, operational. Works for M&A, VC, and private equity deals.
Download free template Due Diligence
Due Diligence Checklist
Buyer-side due diligence checklist with the five fields every item needs, priority tiering, and real deal examples from Microsoft-Activision and Broadcom-VMware. Free download.
Download free template Market Research
Market Research Template
A decision-first market research template with a 5-step framework, primary vs secondary method tradeoffs, two real worked examples, and a free download. Built for founders, product teams, and fractional executives.
Download free template Market Sizing
TAM/SAM/SOM Template
A TAM SAM SOM template that forces triangulation between top-down and bottom-up calculations. 5-input bottom-up worksheet, two worked examples, and a free download. Built for founders raising capital.
Download free templateNeed 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