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.

What This Command Does

This command guides through an interactive market sizing process to:

1. Define the target market and customer segments
2. Gather relevant market data
3. Calculate TAM using bottom-up methodology
4. Validate with top-down analysis
5. Narrow to SAM with appropriate filters
6. Estimate realistic SOM (3-5 year opportunity)
7. 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:

1. Define customer segments (company size, industry, use case)
2. Estimate number of companies in each segment
3. Determine average contract value (ACV) per segment
4. Calculate TAM: Σ (Segment Size × ACV)

For Consumer/Marketplace:

1. Define target user demographics
2. Estimate total addressable users
3. Determine average revenue per user (ARPU)
4. Calculate TAM: Total Users × ARPU × Frequency

For Transactions/E-commerce:

1. Estimate total transaction volume (GMV)
2. Determine take rate or margin
3. 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:

1. Find total market category size from research
2. Apply geographic filters
3. Apply segment/product filters
4. 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

…