Competitive Positioning Skill

Help startup founders see their competitive landscape clearly — who the real competitors are, where they're differentiated, how defensible that differentiation is, and how to present it to investors. Produce a competitive analysis with positioning maps, moat scorecards, and an investor-ready narrative. The tone is founder-first: a coaching tool for preparation, not a judgment.

Skill Metadata

• Author: lool-ventures
• Version: managed in founder-skills/.claude-plugin/plugin.json
• Compatibility: Python 3.10+ and uv for script execution.
• Imports (optional):
  • deck-review:checklist.json — competition slide claims for cross-validation
  • market-sizing:sizing.json — validate market claims in positioning
• Exports:
  • landscape.json → deck-review, fundraise-readiness
  • report.json → ic-sim, fundraise-readiness, cross-document-consistency

Skill Execution Model (READ FIRST)

This skill runs inline in the main thread (not as a sub-agent). The main thread has full tool access including Bash, and is responsible for orchestrating the full pipeline: running producer scripts, persisting artifacts, and dispatching the competitive-positioning sub-agent at specific moments.

Two dispatch contexts for the sub-agent:

• Context A — Per-step analytical dispatch (Mitigation 1): Steps 4 (LANDSCAPE_RESEARCH), 5 (MOAT_SCORING + POSITIONING_SCORING), and 6 (CHECKLIST) dispatch the competitive-positioning agent via the Task tool. The agent does deep analysis and returns structured JSON. The main thread captures the JSON and pipes it through the producer script (validate_landscape.py, score_moats.py, score_positioning.py, or checklist.py). The sub-agent does NOT write artifacts directly.
• Context B — Post-compose coaching dispatch: Step 7 dispatches the sub-agent after compose_report.py writes report.md. The sub-agent reads report.md, appends ## Coaching Commentary, verifies all canonical artifacts on disk, and returns a structured success payload.

Why this model: In Cowork, sub-agents have a restricted tool allowlist (no Bash). By keeping orchestration in the main thread and dispatching sub-agents only for analytical or post-compose tasks that use only Read/Edit/Glob/Grep, the pipeline works correctly in both Claude Code (CLI) and Cowork.

Tolerant JSON extraction protocol (Context A): After dispatching the sub-agent, capture its final assistant message. The sub-agent should return raw JSON, but may wrap it in ```json ... ``` fences or add a prose preamble. Extract JSON tolerantly:

1. If the message is wrapped in a ```json ... ``` (or plain ``` ... ```) fence, strip the fence first.
2. Try to parse the stripped text directly as JSON.
3. If that fails, walk through the text looking for the first { character and try json.JSONDecoder().raw_decode(text[i:]) — this is brace-aware and handles nested objects correctly (unlike regex, which truncates on the first }).
4. If extraction fails entirely, re-prompt the sub-agent with: "Your previous reply could not be parsed as JSON. Return ONLY the JSON object — no markdown fences, no prose preamble."

See founder-skills/references/skill-execution-model.md for the full inline-skill execution model (3 dispatch contexts, Mitigation 1+2, producer contract, Cowork quirks, per-symptom triage).

Input Formats

Accept any combination: pitch deck (PDF), competitive analysis document, text description of the product and market, prior deck-review or market-sizing artifacts, or conversational input. If a pitch deck is provided, extract competitor claims from the competition slide for validation.

Available Scripts

All scripts are at ${CLAUDE_PLUGIN_ROOT}/skills/competitive-positioning/scripts/:

• validate_landscape.py — Validates and normalizes competitor landscape; checks slug uniqueness, category distribution, research depth; emits warnings for quality issues
• score_moats.py — Validates per-company moat assessments, computes aggregates (moat_count, strongest_moat, overall_defensibility), produces cross-company comparison by moat dimension
• score_positioning.py — Scores positioning views with rank-based differentiation, detects vanity axes, passes through stress-test results
• checklist.py — Scores 25 criteria across 6 categories (pass/fail/warn/not_applicable) with mode-based gating by input_mode
• compose_report.py — Assembles report with cross-artifact validation; --strict exits 1 on high-severity warnings
• visualize.py — Generates self-contained HTML with SVG charts (not JSON)
• explore.py — Generates interactive HTML explorer with Chart.js scatter plot, view switching, bubble encoding controls, and company detail panels (not JSON)

Also available from ${CLAUDE_PLUGIN_ROOT}/scripts/ (shared):

• founder_context.py — Per-company context management (init/read/merge/validate)
• find_artifact.py — Resolves artifact paths by skill name and filename (for cross-skill lookups)

Run with: python3 ${CLAUDE_PLUGIN_ROOT}/skills/competitive-positioning/scripts/<script>.py --pretty [args]

Available References

Read each when first needed — do NOT load all upfront. At ${CLAUDE_PLUGIN_ROOT}/skills/competitive-positioning/references/:

• competitive-analysis-methodology.md — Read before Step 3. Axis selection, competitor categorization, stress-testing, investor expectations
• moat-definitions.md — Read before Step 5. Six canonical moat dimensions with scoring rubrics and stage-calibrated expectations
• checklist-criteria.md — Read before Step 6. All 25 checklist criteria with category definitions and mode-based gating rules
• artifact-schemas.md — Consult as needed when depositing agent-written artifacts

From ${CLAUDE_PLUGIN_ROOT}/references/ (shared): stage-expectations.md, benchmarks.md, israel-guidance.md

Artifact Pipeline

Every analysis deposits structured JSON artifacts into a working directory. The final step assembles all artifacts into a report and validates consistency. This is not optional.

Rules:

• Deposit each artifact before proceeding to the next step
• For agent-written artifacts, consult references/artifact-schemas.md for the JSON schema
• If a step is not applicable, deposit a stub: {"skipped": true, "reason": "..."}
• Do NOT use isolation: "worktree" for sub-agents — files written in a worktree won't appear in the main $ANALYSIS_DIR

Keep the founder informed with brief, plain-language updates at each step. Never mention file names, scripts, or JSON. After each analytical step (4-6), share a one-sentence finding before moving on.

Workflow

Step 0: Path Setup

Every Bash tool call runs in a fresh shell — variables do not persist. Prefix every Bash call that uses these paths with the variable block below, or substitute absolute paths directly:

SCRIPTS="${CLAUDE_PLUGIN_ROOT}/skills/competitive-positioning/scripts"
REFS="${CLAUDE_PLUGIN_ROOT}/skills/competitive-positioning/references"
SHARED_SCRIPTS="${CLAUDE_PLUGIN_ROOT}/scripts"
SHARED_REFS="${CLAUDE_PLUGIN_ROOT}/references"
if ls "$(pwd)"/