Sector Overview Workflow Step 1: Define Scope - Sector / subsector : What industry and how narrowly defined? - Purpose : Client report, internal research, pitch material, idea generation - Depth : High-level overview (5-10 pages) or deep dive (20-30 pages) - Angle : Neutral landscape vs. thematic thesis (e.g., "AI infrastructure buildout") - Universe : Public companies only, or include private? Step 2: Market Overview Market Size & Growth - Total addressable market (TAM) with source - Historical growth rate (5-year CAGR) - Forecast growth rate and key assumptions - Market segmentation (by pro…