Market Opportunity Analysis
Generate a comprehensive market opportunity analysis for a startup, including Total Addressable Market (TAM), Serviceable Available Market (SAM), and Serviceable Obtainable Market (SOM) calculations using both bottom-up and top-down methodologies.
Use this skill when
- •Working on market opportunity analysis tasks or workflows
- •Needing guidance, best practices, or checklists for market opportunity analysis
Do not use this skill when
- •The task is unrelated to market opportunity analysis
- •You need a different domain or tool outside this scope
Instructions
- •Clarify goals, constraints, and required inputs.
- •Apply relevant best practices and validate outcomes.
- •Provide actionable steps and verification.
- •If detailed examples are required, open
resources/implementation-playbook.md.
What This Command Does
This command guides through an interactive market sizing process to:
- •Define the target market and customer segments
- •Gather relevant market data
- •Calculate TAM using bottom-up methodology
- •Validate with top-down analysis
- •Narrow to SAM with appropriate filters
- •Estimate realistic SOM (3-5 year opportunity)
- •Present findings in a formatted report
Instructions for Claude
When this command is invoked, follow these steps:
Step 1: Gather Context
Ask the user for essential information:
- •Product/Service Description: What problem is being solved?
- •Target Customers: Who is the ideal customer? (industry, size, geography)
- •Business Model: How does pricing work? (subscription, transaction, etc.)
- •Stage: What stage is the company? (pre-launch, seed, Series A)
- •Geography: Initial target market (US, North America, Global)
Step 2: Activate market-sizing-analysis Skill
The market-sizing-analysis skill provides comprehensive methodologies. Reference it for:
- •Bottom-up calculation frameworks
- •Top-down validation approaches
- •Industry-specific templates
- •Data source recommendations
Step 3: Conduct Bottom-Up Analysis
For B2B/SaaS:
- •Define customer segments (company size, industry, use case)
- •Estimate number of companies in each segment
- •Determine average contract value (ACV) per segment
- •Calculate TAM: Σ (Segment Size × ACV)
For Consumer/Marketplace:
- •Define target user demographics
- •Estimate total addressable users
- •Determine average revenue per user (ARPU)
- •Calculate TAM: Total Users × ARPU × Frequency
For Transactions/E-commerce:
- •Estimate total transaction volume (GMV)
- •Determine take rate or margin
- •Calculate TAM: Total GMV × Take Rate
Step 4: Gather Market Data
Use available tools to research:
- •WebSearch: Find industry reports, market size estimates, public company data
- •Cite all sources with URLs and publication dates
- •Document assumptions clearly
Recommended data sources (from skill):
- •Government data (Census, BLS)
- •Industry reports (Gartner, Forrester, Statista)
- •Public company filings (10-K reports)
- •Trade associations
- •Academic research
Step 5: Top-Down Validation
Validate bottom-up calculation:
- •Find total market category size from research
- •Apply geographic filters
- •Apply segment/product filters
- •Compare to bottom-up TAM (should be within 30%)
If variance > 30%, investigate and explain differences.
Step 6: Calculate SAM
Apply realistic filters to narrow TAM:
- •Geographic: Regions actually serviceable
- •Product Capability: Features needed to serve
- •Market Readiness: Customers ready to adopt
- •Addressable Switching: Can reach and convert
Formula:
SAM = TAM × Geographic % × Product Fit % × Market Readiness %
Step 7: Estimate SOM
Calculate realistic obtainable market share:
Conservative Approach (Recommended):
- •Year 3: 2-3% of SAM
- •Year 5: 4-6% of SAM
Consider:
- •Competitive intensity
- •Available resources (funding, team)
- •Go-to-market effectiveness
- •Differentiation strength
Step 8: Create Market Sizing Report
Generate a comprehensive markdown report with:
Section 1: Executive Summary
- •Market opportunity in one paragraph
- •TAM/SAM/SOM headline numbers
Section 2: Market Definition
- •Problem being solved
- •Target customer profile
- •Geographic scope
- •Time horizon
Section 3: Bottom-Up Analysis
- •Customer segment breakdown
- •Segment sizing with sources
- •TAM calculation with formula
- •Assumptions documented
Section 4: Top-Down Validation
- •Industry category and size
- •Filter application
- •Validated TAM
- •Comparison to bottom-up
Section 5: SAM Calculation
- •Filters applied with rationale
- •SAM formula and result
- •Segment-level breakdown
Section 6: SOM Projection
- •Market share assumptions
- •Year 3 and Year 5 estimates
- •Customer count implications
- •Revenue projections
Section 7: Market Growth
- •Industry growth rate (CAGR)
- •Key growth drivers
- •5-year market evolution
Section 8: Validation and Sanity Checks
- •Public company compar