Sales calls

List of Customers
Competitive Wins
Competitive Losses
Skeletons (Churned customers?)
Market (eg 'Predictive Marketing', 'Predictive Analytics')
Total Amount of VC Funding
VC Firms Backing Them
Price
Positioning (How they say they're better than everyone else)
Product Maturity (How many years the company and its various products have been around)
Features (Extra features the competitor touts when trying to sell their predictive model)
Data Providers (Where they get their extra data / features / signals from when researching leads)
FUD (What they say about Infer to scare the customer)
Where They Win (What is responsible for the competitor winning deals; eg undercutting, offering special pricing deals, being around longer)
How We Win (tactics we can use, points we can make)