Research

Back your pitch with evidence: market size, competitors, and financials. Each result syncs to the matching section of your deck.

Market

Bottom-Up TAM, SAM, and SOM

Investors distrust top-down claims like "the CRM market is $50B". Bottom-up sizing starts with countable customers and builds up.

  • TAM: everyone who could use your product.
  • SAM: the segment you can serve given geography and product fit.
  • SOM: what you can realistically capture in 3 to 5 years.

Define a specific customer segment, find a credible count, multiply by your price or ARPU, then apply a realistic adoption rate. AI can help find data sources and sanity-check your assumptions. Cite your sources and be honest about the adoption rate.

See the TAM/SAM/SOM glossary entry and the market slide guide.

Competitors

Four Steps to a Competition Slide

  1. Context: describe what you do, who you serve, and what makes you different.
  2. Research: AI finds direct competitors and alternatives, with a note on why each matters.
  3. Review: edit the list, add competitors the AI missed, and remove weak matches.
  4. Sync: generate the competition slide content and send it to your pitch.

Be specific about differentiators, show 3 to 5 relevant competitors, own your weaknesses, and revisit the analysis quarterly. Investors will ask about competitors, so know the landscape.

Financials

Assumptions, Revenue, and Unit Economics

Your projections are only as good as your assumptions. Set pricing, growth rate, and costs first, then review the revenue forecast and cost structure that follow from them.

  • CAC: sales and marketing spend divided by new customers.
  • LTV: for SaaS, ARPU x gross margin x (1 / churn rate).
  • Payback: months to recover CAC from a customer.

Use a customer-based model if you have some traction, or a cohort model to show expansion and churn. Avoid hockey-stick growth with no driver behind it. Sync the result to the Financials section of your pitch.