Commercial Analysis

Commercial due diligence with precise market definition, TAM SAM SOM sizing, Porter Five Forces, customer concentration and a stress-tested growth thesis.

⚠️ **Finance warning / Avertissement finance** : informational only, not investment advice. Commercial analysis structures judgement about a market, it does not validate it: the thesis it tests can still fail, private equity carries a real risk of loss, and no memo here is a promise of return. Curated by Skill Harbor: the commercial analysis skill of the private equity pack in andreworia/claude-finance-skills. Use it during the commercial diligence workstream, typically weeks two to four of a process, on any business whose thesis depends on market growth, competitive positioning or adjacent expansion; it structures the framework that primary customer reference interviews should test, and does not replace them. The method defines the market first with a substitution test (what would a buyer choose if this company did not exist), stated at vertical, horizontal adjacency and geographic levels in one anchor sentence, because vague definitions inflate TAM. Sizing then runs top-down from named, attributable data filtered to SAM and SOM, cross-checked bottom-up by buyer count times realistic spend, with divergence beyond two to three times treated as a flaw to investigate, and the claimed growth rate tested against new entrants, public company growth and the company own spend trend. Porter Five Forces is applied to this company in this market, not the sector generically: entrant barriers and time to parity, buyer power and switching costs, supplier dependence and single-source risk, substitutes including internal headcount and AI disruption, and rivalry, share and consolidation direction, summarised as what it implies for durability and pricing power. Customer concentration is analysed at top one, three, five and ten with contract terms, relationship age and embeddedness, flagging a top customer above 15 percent of revenue and a top five above 50 percent. The growth thesis is stress-tested driver by driver (organic levers with their historical evidence and constraints, inorganic levers with target counts and integration capability), with a growth ceiling check and a churn governor calculation for recurring revenue, and it ends in a ranked commercial risk list, each risk with evidence, thesis impact and a recommended diligence action. From the andreworia/claude-finance-skills repository (MIT). Honest caveats: market figures, concentration data and growth claims come from the CIM, management inputs and research you supply, and all of them must be verified by you, ideally against primary customer evidence. Skill Harbor never reviews the code, review it yourself before use.

At a glance

What: Commercial due diligence with precise market definition, TAM SAM SOM sizing, Porter Five Forces, customer concentration and a stress-tested growth thesis.
Cost: Free
Needs: Use "Commercial Analysis" with your Muse.
Install: Copy the installer prompt below into your Muse — your agent does the rest.

⚠️ **Finance warning / Avertissement finance** : informational only, not investment advice. Commercial analysis structures judgement about a market, it does not validate it: the thesis it tests can still fail, private equity carries a real risk of loss, and no memo here is a promise of return. Curated by Skill Harbor: the commercial analysis skill of the private equity pack in andreworia/claude-finance-skills. Use it during the commercial diligence workstream, typically weeks two to four of a process, on any business whose thesis depends on market growth, competitive positioning or adjacent expansion; it structures the framework that primary customer reference interviews should test, and does not replace them. The method defines the market first with a substitution test (what would a buyer choose if this company did not exist), stated at vertical, horizontal adjacency and geographic levels in one anchor sentence, because vague definitions inflate TAM. Sizing then runs top-down from named, attributable data filtered to SAM and SOM, cross-checked bottom-up by buyer count times realistic spend, with divergence beyond two to three times treated as a flaw to investigate, and the claimed growth rate tested against new entrants, public company growth and the company own spend trend. Porter Five Forces is applied to this company in this market, not the sector generically: entrant barriers and time to parity, buyer power and switching costs, supplier dependence and single-source risk, substitutes including internal headcount and AI disruption, and rivalry, share and consolidation direction, summarised as what it implies for durability and pricing power. Customer concentration is analysed at top one, three, five and ten with contract terms, relationship age and embeddedness, flagging a top customer above 15 percent of revenue and a top five above 50 percent. The growth thesis is stress-tested driver by driver (organic levers with their historical evidence and constraints, inorganic levers with target counts and integration capability), with a growth ceiling check and a churn governor calculation for recurring revenue, and it ends in a ranked commercial risk list, each risk with evidence, thesis impact and a recommended diligence action. From the andreworia/claude-finance-skills repository (MIT). Honest caveats: market figures, concentration data and growth claims come from the CIM, management inputs and research you supply, and all of them must be verified by you, ideally against primary customer evidence. Skill Harbor never reviews the code, review it yourself before use.

Version:

a

Created by: andreworia

Not verified? How to check before you trust →

Install — Free · open source (MIT) View source code

⌁

Install

Copy the install package below, then paste it into Muse

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The install prompt below already includes the vetting steps: your agent follows the community checklist before installing anything with executable code. Want more?

How to check a build before installing →

After installation, ask me if I want to leave private feedback
Private for now: only the Skill Harbor team sees it. Sellers may be looped in later.

Use "Commercial Analysis" with your Muse. Prerequisites: the CIM, especially its market section and growth thesis, revenue data by customer, product and geography if available from the DDQ, any market research already gathered, and the names of three to five referenceable customers by sector type if you have them. No account and no credentials are involved: this skill produces a commercial analysis memo only, and every market figure in it is an input to verify. Informational only, not investment advice. 1. Open the skill: https://github.com/andreworia/claude-finance-skills/blob/main/packs/private-equity/skills/commercial-analysis/SKILL.md and copy the full SKILL.md text. 2. Paste it into a chat with Muse and add: "Run the commercial analysis: define the market in one sentence with the substitution test, size TAM, SAM and SOM top-down and bottom-up with the cross-check, apply Porter Five Forces to this company specifically, analyse customer concentration with the flag thresholds, stress-test each growth driver with the ceiling and churn checks, and rank the commercial risks with diligence actions." 3. Treat any top-down and bottom-up gap beyond two to three times as a stop: fix the market definition or the assumptions before reading the rest of the memo. Tip: this memo frames the questions, customer reference calls answer them; schedule the calls from its risk list, not from the seller talking points. Safety: a skill is plain-text instructions; it runs nothing by itself. Analysis and documents only, no orders and no account access. Informational only, not investment advice.

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Questions

How do I install a build?

Every product page includes a copy-paste install prompt. Paste it into your Muse and it sets the build up for you — no manual configuration.

Where does my money go?

Straight to the seller. Skill Harbor never processes payments: checkout happens on the seller’s own page, usually Stripe.

What does the ✓ next to a creator’s name mean?

It means we confirmed the identity of the person behind the listing. It says nothing about the code itself — always check a build before installing it.