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@@ -1,6 +1,7 @@
|
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---
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description: "Generate comprehensive investor-ready business case document with market, solution, financials, and strategy"
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allowed-tools: ["Read", "Write", "Edit", "Glob", "Grep", "Bash", "WebSearch", "WebFetch"]
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allowed-tools:
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["Read", "Write", "Edit", "Glob", "Grep", "Bash", "WebSearch", "WebFetch"]
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---
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# Business Case Generator
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@@ -10,6 +11,7 @@ Generate a comprehensive, investor-ready business case document covering market
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## What This Command Does
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Create a complete business case including:
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1. Executive summary
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2. Problem and market opportunity
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3. Solution and product
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@@ -29,16 +31,19 @@ When this command is invoked, follow these steps:
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Ask the user for key information:
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**Company Basics:**
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- Company name and elevator pitch
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- Stage (pre-seed, seed, Series A)
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- Problem being solved
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- Target customers
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**Audience:**
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- Who will read this? (VCs, angels, strategic partners)
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- What's the primary goal? (fundraising, partnership, internal planning)
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**Available Materials:**
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- Existing pitch deck or docs?
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- Market sizing data?
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- Financial model?
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@@ -47,6 +52,7 @@ Ask the user for key information:
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### Step 2: Activate Relevant Skills
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Reference skills for comprehensive analysis:
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- **market-sizing-analysis** - TAM/SAM/SOM calculations
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- **startup-financial-modeling** - Financial projections
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- **competitive-landscape** - Competitive analysis frameworks
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@@ -64,28 +70,34 @@ Create a comprehensive document with these sections:
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### Section 1: Executive Summary (1-2 pages)
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**Company Overview:**
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- One-sentence description
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- Founded, location, stage
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- Team highlights
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**Problem Statement:**
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- Core problem being solved (2-3 sentences)
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- Market pain quantified
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**Solution:**
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- How the product solves it (2-3 sentences)
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- Key differentiation
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**Market Opportunity:**
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- TAM: $X.XB
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- SAM: $X.XM
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- SOM (Year 5): $X.XM
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**Traction:**
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- Current metrics (MRR, customers, growth rate)
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- Key milestones achieved
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**Financial Snapshot:**
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```
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| Metric | Current | Year 1 | Year 2 | Year 3 |
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|--------|---------|--------|--------|--------|
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@@ -95,6 +107,7 @@ Create a comprehensive document with these sections:
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```
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**Funding Ask:**
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- Amount seeking
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- Use of proceeds (top 3-4)
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- Expected milestones
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@@ -102,17 +115,20 @@ Create a comprehensive document with these sections:
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### Section 2: Problem & Market Opportunity (2-3 pages)
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**The Problem:**
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- Detailed problem description
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- Who experiences this problem
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- Current solutions and their limitations
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- Cost of the problem (quantified)
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**Market Landscape:**
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- Industry overview
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- Key trends driving opportunity
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- Market growth rate and drivers
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**Market Sizing:**
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- TAM calculation and methodology
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- SAM with filters applied
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- SOM with assumptions
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@@ -120,6 +136,7 @@ Create a comprehensive document with these sections:
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- Comparison to public companies
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**Target Customer Profile:**
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- Primary segments
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- Customer characteristics
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- Decision-makers and buying process
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@@ -127,23 +144,27 @@ Create a comprehensive document with these sections:
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### Section 3: Solution & Product (2-3 pages)
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**Product Overview:**
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- What it does (features and capabilities)
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- How it works (architecture/approach)
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- Key differentiators
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- Technology advantages
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**Value Proposition:**
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- Benefits by customer segment
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- ROI or value delivered
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- Time to value
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**Product Roadmap:**
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- Current state
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- Near-term (6 months)
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- Medium-term (12-18 months)
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- Vision (2-3 years)
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**Intellectual Property:**
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- Patents (filed, pending)
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- Proprietary technology
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- Data advantages
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@@ -152,11 +173,13 @@ Create a comprehensive document with these sections:
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### Section 4: Competitive Analysis (2 pages)
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**Competitive Landscape:**
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- Direct competitors
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- Indirect competitors (alternatives)
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- Adjacent players (potential entrants)
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**Competitive Matrix:**
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```
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| Feature/Factor | Us | Comp A | Comp B | Comp C |
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|----------------|----|---------| -------|--------|
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@@ -166,39 +189,46 @@ Create a comprehensive document with these sections:
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```
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**Differentiation:**
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- 3-5 key differentiators
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- Why these matter to customers
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- Defensibility of advantages
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**Competitive Positioning:**
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- Positioning map (2-3 dimensions)
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- Market positioning statement
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**Barriers to Entry:**
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- What protects against competition
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- Network effects, switching costs, etc.
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### Section 5: Business Model & Go-to-Market (2 pages)
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**Business Model:**
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- Revenue model (subscriptions, transactions, etc.)
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- Pricing strategy and tiers
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- Customer acquisition approach
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- Expansion revenue strategy
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**Go-to-Market Strategy:**
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- Customer acquisition channels
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- Sales model (self-serve, sales-led, hybrid)
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- Customer acquisition cost (CAC)
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- Sales cycle and conversion rates
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**Marketing Strategy:**
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- Positioning and messaging
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- Channel strategy
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- Content and demand generation
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- Partnerships and integrations
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**Customer Success:**
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- Onboarding approach
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- Support model
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- Retention strategy
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@@ -207,11 +237,13 @@ Create a comprehensive document with these sections:
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||||
### Section 6: Financial Projections (2-3 pages)
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**Revenue Model:**
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- Cohort-based projections
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- Key assumptions
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- Revenue breakdown by segment
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**3-Year Financial Summary:**
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```
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| Metric | Year 1 | Year 2 | Year 3 |
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|--------|--------|--------|--------|
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@@ -223,6 +255,7 @@ Create a comprehensive document with these sections:
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||||
```
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**Unit Economics:**
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- CAC: $X,XXX
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- LTV: $X,XXX
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- LTV:CAC ratio: X.X
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@@ -230,6 +263,7 @@ Create a comprehensive document with these sections:
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- Gross margin: XX%
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**Key Metrics Trajectory:**
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```
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| Metric | Current | Year 1 | Year 2 | Year 3 |
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|--------|---------|--------|--------|--------|
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@@ -240,10 +274,12 @@ Create a comprehensive document with these sections:
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```
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**Scenario Analysis:**
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- Conservative, base, optimistic
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- Key drivers and sensitivities
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**Path to Profitability:**
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- Break-even timeline
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- Key milestones
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- Unit economics at scale
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@@ -252,22 +288,26 @@ Create a comprehensive document with these sections:
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**Leadership Team:**
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For each founder/executive:
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- Name, title, photo (if available)
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- Relevant background (2-3 sentences)
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- Key accomplishments
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- Why they're uniquely qualified
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**Current Team:**
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- Headcount by department
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- Key hires and their backgrounds
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- Advisory board
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**Hiring Plan:**
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- Year 1-3 headcount growth
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- Key roles to fill
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- Recruiting strategy
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**Organization Evolution:**
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```
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Current (5 people) → Year 1 (15) → Year 2 (35) → Year 3 (60)
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Engineering: 3 → 7 → 15 → 25
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@@ -276,6 +316,7 @@ Other: 1 → 4 → 8 → 15
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```
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**Equity & Compensation:**
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- Option pool sizing
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- Compensation philosophy
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- Retention strategy
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@@ -283,12 +324,14 @@ Other: 1 → 4 → 8 → 15
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### Section 8: Traction & Milestones (1 page)
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**Current Traction:**
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- Revenue or user metrics
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- Growth rate
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- Key customer wins
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- Product development progress
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**Milestones Achieved:**
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- Product launches
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- Funding rounds
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- Team hires
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@@ -296,6 +339,7 @@ Other: 1 → 4 → 8 → 15
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- Partnerships
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**Upcoming Milestones (12-18 months):**
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- Product milestones
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- Revenue targets
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- Customer goals
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@@ -305,24 +349,28 @@ Other: 1 → 4 → 8 → 15
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### Section 9: Risks & Mitigation (1 page)
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**Market Risks:**
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- Market size assumptions
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- Competitive intensity
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- Substitute adoption
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- Mitigation strategies
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**Execution Risks:**
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- Product development
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- Go-to-market effectiveness
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- Hiring and retention
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- Mitigation strategies
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**Financial Risks:**
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- Burn rate management
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- Fundraising market
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- Unit economics
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- Mitigation strategies
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**Regulatory/External Risks:**
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- Compliance requirements
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- Data privacy
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- Economic conditions
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@@ -331,11 +379,13 @@ Other: 1 → 4 → 8 → 15
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### Section 10: Funding Request & Use of Proceeds (1 page)
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**Funding Ask:**
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- Amount seeking: $X.XM
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- Structure: Equity, SAFE, convertible note
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- Target valuation: $X.XM (if applicable)
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**Use of Proceeds:**
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```
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Total Raise: $5.0M
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- Product Development: $2.0M (40%)
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@@ -357,6 +407,7 @@ Total Raise: $5.0M
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```
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**Milestones to Achieve:**
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- Revenue: $X.XM ARR (X% growth)
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- Customer: XXX customers
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- Product: Key features launched
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@@ -364,11 +415,13 @@ Total Raise: $5.0M
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- Metric: Key metric targets
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**Expected Timeline:**
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- 18-24 month runway
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- Achieve milestones in 15-18 months
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- 6-month buffer for next raise
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**Next Round:**
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- Series A in 18-24 months
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- Expected metrics at that time
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- Target raise amount
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@@ -378,6 +431,7 @@ Total Raise: $5.0M
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### Step 4: Enhance with Visuals
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Suggest including:
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- Charts for market sizing (TAM funnel)
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- Product screenshots or mockups
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- Positioning maps
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@@ -389,6 +443,7 @@ Suggest including:
|
||||
### Step 5: Provide Additional Sections (Optional)
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||||
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**If Relevant, Add:**
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||||
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- Regulatory/Compliance section (for regulated industries)
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- Technology Architecture (for deep tech)
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- Clinical/Scientific Data (for biotech/health tech)
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@@ -398,6 +453,7 @@ Suggest including:
|
||||
### Step 6: Create Executive Summary Slide
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Provide one-page summary for quick review:
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- Problem & Solution (3 bullets each)
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- Market: TAM/SAM/SOM
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- Traction: Key metrics
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@@ -408,6 +464,7 @@ Provide one-page summary for quick review:
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### Step 7: Save Business Case
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Offer to save as markdown:
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||||
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- Filename: `business-case-[company-name]-YYYY-MM-DD.md`
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- Suggest converting to PDF for sharing
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- Provide tips for presentation format
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@@ -415,6 +472,7 @@ Offer to save as markdown:
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||||
## Best Practices
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||||
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**Do:**
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||||
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||||
- Lead with customer problem
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||||
- Quantify everything
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||||
- Show, don't just tell (use data)
|
||||
@@ -425,6 +483,7 @@ Offer to save as markdown:
|
||||
- Focus on differentiation
|
||||
|
||||
**Don't:**
|
||||
|
||||
- Use jargon without explanation
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||||
- Make unsupported claims
|
||||
- Ignore competition
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||||
@@ -436,6 +495,7 @@ Offer to save as markdown:
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||||
## Integration with Other Commands
|
||||
|
||||
This command synthesizes outputs from:
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||||
|
||||
- `/market-opportunity` - Include TAM/SAM/SOM analysis
|
||||
- `/financial-projections` - Include full financial model
|
||||
|
||||
|
||||
@@ -1,6 +1,7 @@
|
||||
---
|
||||
description: "Create detailed 3-5 year financial model with revenue, costs, cash flow, and scenarios"
|
||||
allowed-tools: ["Read", "Write", "Edit", "Glob", "Grep", "Bash", "WebSearch", "WebFetch"]
|
||||
allowed-tools:
|
||||
["Read", "Write", "Edit", "Glob", "Grep", "Bash", "WebSearch", "WebFetch"]
|
||||
---
|
||||
|
||||
# Financial Projections
|
||||
@@ -10,6 +11,7 @@ Create a comprehensive 3-5 year financial model with revenue projections, cost s
|
||||
## What This Command Does
|
||||
|
||||
This command builds a complete financial model including:
|
||||
|
||||
1. Cohort-based revenue projections
|
||||
2. Detailed cost structure (COGS, S&M, R&D, G&A)
|
||||
3. Headcount planning by role
|
||||
@@ -26,34 +28,40 @@ When this command is invoked, follow these steps:
|
||||
Ask the user for essential information:
|
||||
|
||||
**Business Model:**
|
||||
|
||||
- Revenue model (SaaS, marketplace, transaction, etc.)
|
||||
- Pricing structure (tiers, average price)
|
||||
- Target customer segments
|
||||
|
||||
**Starting Point:**
|
||||
|
||||
- Current MRR/ARR (if any)
|
||||
- Current customer count
|
||||
- Current team size
|
||||
- Current cash balance
|
||||
|
||||
**Growth Assumptions:**
|
||||
|
||||
- Expected monthly customer acquisition
|
||||
- Customer retention/churn rate
|
||||
- Average contract value (ACV)
|
||||
- Sales cycle length
|
||||
|
||||
**Cost Assumptions:**
|
||||
|
||||
- Gross margin or COGS %
|
||||
- S&M budget or CAC target
|
||||
- Current burn rate (if applicable)
|
||||
|
||||
**Funding:**
|
||||
|
||||
- Planned fundraising (amount, timing)
|
||||
- Pre/post-money valuation
|
||||
|
||||
### Step 2: Activate startup-financial-modeling Skill
|
||||
|
||||
The startup-financial-modeling skill provides frameworks. Reference it for:
|
||||
|
||||
- Revenue modeling approaches
|
||||
- Cost structure templates
|
||||
- Headcount planning guidance
|
||||
@@ -64,18 +72,21 @@ The startup-financial-modeling skill provides frameworks. Reference it for:
|
||||
**Use Cohort-Based Approach:**
|
||||
|
||||
For each month, track:
|
||||
|
||||
1. New customers acquired
|
||||
2. Existing customers retained (apply churn)
|
||||
3. Revenue per cohort (customers × ARPU)
|
||||
4. Expansion revenue (upsells)
|
||||
|
||||
**Formula:**
|
||||
|
||||
```
|
||||
MRR (Month N) = Σ across all cohorts:
|
||||
(Cohort Size × Retention Rate × ARPU) + Expansion
|
||||
```
|
||||
|
||||
**Project:**
|
||||
|
||||
- Monthly detail for Year 1-2
|
||||
- Quarterly detail for Year 3
|
||||
- Annual for Years 4-5
|
||||
@@ -85,29 +96,34 @@ MRR (Month N) = Σ across all cohorts:
|
||||
Break down operating expenses:
|
||||
|
||||
**1. Cost of Goods Sold (COGS)**
|
||||
|
||||
- Hosting/infrastructure (% of revenue or fixed)
|
||||
- Payment processing (% of revenue)
|
||||
- Variable customer support
|
||||
- Third-party services
|
||||
|
||||
Target gross margin:
|
||||
|
||||
- SaaS: 75-85%
|
||||
- Marketplace: 60-70%
|
||||
- E-commerce: 40-60%
|
||||
|
||||
**2. Sales & Marketing (S&M)**
|
||||
|
||||
- Sales team compensation
|
||||
- Marketing programs
|
||||
- Tools and software
|
||||
- Target: 40-60% of revenue (early stage)
|
||||
|
||||
**3. Research & Development (R&D)**
|
||||
|
||||
- Engineering team
|
||||
- Product management
|
||||
- Design
|
||||
- Target: 30-40% of revenue
|
||||
|
||||
**4. General & Administrative (G&A)**
|
||||
|
||||
- Executive team
|
||||
- Finance, legal, HR
|
||||
- Office and facilities
|
||||
@@ -118,11 +134,13 @@ Target gross margin:
|
||||
Create role-by-role hiring plan:
|
||||
|
||||
**Reference team-composition-analysis skill for:**
|
||||
|
||||
- Roles by stage
|
||||
- Compensation benchmarks
|
||||
- Hiring velocity assumptions
|
||||
|
||||
**For each role:**
|
||||
|
||||
- Title and department
|
||||
- Start date (month/quarter)
|
||||
- Base salary
|
||||
@@ -130,6 +148,7 @@ Create role-by-role hiring plan:
|
||||
- Equity grant
|
||||
|
||||
**Track departmental ratios:**
|
||||
|
||||
- Engineering: 40-50% of team
|
||||
- Sales & Marketing: 25-35%
|
||||
- G&A: 10-15%
|
||||
@@ -151,6 +170,7 @@ Runway = Cash Balance / Monthly Burn Rate
|
||||
```
|
||||
|
||||
**Include Funding Events:**
|
||||
|
||||
- Timing of raises
|
||||
- Amount raised
|
||||
- Use of proceeds
|
||||
@@ -161,17 +181,20 @@ Runway = Cash Balance / Monthly Burn Rate
|
||||
Calculate monthly/quarterly:
|
||||
|
||||
**Unit Economics:**
|
||||
|
||||
- CAC (S&M spend / new customers)
|
||||
- LTV (ARPU × margin% / churn rate)
|
||||
- LTV:CAC ratio (target > 3.0)
|
||||
- CAC payback period (target < 18 months)
|
||||
|
||||
**Efficiency Metrics:**
|
||||
|
||||
- Burn multiple (net burn / net new ARR) - target < 2.0
|
||||
- Magic number (net new ARR / S&M spend) - target > 0.5
|
||||
- Rule of 40 (growth% + margin%) - target > 40%
|
||||
|
||||
**Cash Metrics:**
|
||||
|
||||
- Monthly burn rate
|
||||
- Runway in months
|
||||
- Cash efficiency
|
||||
@@ -181,16 +204,19 @@ Calculate monthly/quarterly:
|
||||
Build conservative, base, and optimistic projections:
|
||||
|
||||
**Conservative (P10):**
|
||||
|
||||
- New customers: -30% vs. base
|
||||
- Churn: +20% vs. base
|
||||
- Pricing: -15% vs. base
|
||||
- CAC: +25% vs. base
|
||||
|
||||
**Base (P50):**
|
||||
|
||||
- Most likely assumptions
|
||||
- Primary planning scenario
|
||||
|
||||
**Optimistic (P90):**
|
||||
|
||||
- New customers: +30% vs. base
|
||||
- Churn: -20% vs. base
|
||||
- Pricing: +15% vs. base
|
||||
@@ -201,11 +227,13 @@ Build conservative, base, and optimistic projections:
|
||||
Create comprehensive markdown report with tables:
|
||||
|
||||
**Section 1: Executive Summary**
|
||||
|
||||
- 3-5 year financial snapshot
|
||||
- Key metrics at scale
|
||||
- Funding requirements
|
||||
|
||||
**Section 2: Model Assumptions**
|
||||
|
||||
- Revenue model and pricing
|
||||
- Growth assumptions
|
||||
- Cost structure assumptions
|
||||
@@ -213,12 +241,14 @@ Create comprehensive markdown report with tables:
|
||||
|
||||
**Section 3: Revenue Projections**
|
||||
Monthly/quarterly tables showing:
|
||||
|
||||
```
|
||||
| Month | New Customers | Total Customers | MRR | ARR | Growth % |
|
||||
|-------|---------------|-----------------|-----|-----|----------|
|
||||
```
|
||||
|
||||
**Section 4: Cost Breakdown**
|
||||
|
||||
```
|
||||
| Department | Year 1 | Year 2 | Year 3 | % Revenue |
|
||||
|------------|--------|--------|--------|-----------|
|
||||
@@ -229,6 +259,7 @@ Monthly/quarterly tables showing:
|
||||
```
|
||||
|
||||
**Section 5: Headcount Plan**
|
||||
|
||||
```
|
||||
| Department | Current | Year 1 | Year 2 | Year 3 |
|
||||
|------------|---------|--------|--------|--------|
|
||||
@@ -236,12 +267,14 @@ Monthly/quarterly tables showing:
|
||||
```
|
||||
|
||||
**Section 6: Cash Flow Analysis**
|
||||
|
||||
```
|
||||
| Quarter | Revenue | Expenses | Net Burn | Cash Balance | Runway |
|
||||
|---------|---------|----------|----------|--------------|--------|
|
||||
```
|
||||
|
||||
**Section 7: Key Metrics**
|
||||
|
||||
```
|
||||
| Metric | Year 1 | Year 2 | Year 3 | Target |
|
||||
|--------|--------|--------|--------|--------|
|
||||
@@ -251,6 +284,7 @@ Monthly/quarterly tables showing:
|
||||
```
|
||||
|
||||
**Section 8: Scenario Analysis**
|
||||
|
||||
```
|
||||
| Scenario | Year 3 ARR | Customers | Burn | Runway |
|
||||
|----------|------------|-----------|------|--------|
|
||||
@@ -260,12 +294,14 @@ Monthly/quarterly tables showing:
|
||||
```
|
||||
|
||||
**Section 9: Funding Requirements**
|
||||
|
||||
- Amount needed
|
||||
- Use of proceeds breakdown
|
||||
- Milestones to achieve
|
||||
- Expected valuation impact
|
||||
|
||||
**Section 10: Validation**
|
||||
|
||||
- Sanity checks performed
|
||||
- Benchmark comparisons
|
||||
- Risk factors
|
||||
@@ -274,6 +310,7 @@ Monthly/quarterly tables showing:
|
||||
### Step 10: Save Model
|
||||
|
||||
Offer to save as markdown file:
|
||||
|
||||
- Suggest filename: `financial-projections-YYYY-MM-DD.md`
|
||||
- Include note that user can convert to Excel/Sheets
|
||||
- Provide formulas for key calculations
|
||||
@@ -281,6 +318,7 @@ Offer to save as markdown file:
|
||||
## Financial Model Best Practices
|
||||
|
||||
**Do:**
|
||||
|
||||
- Use cohort-based revenue model
|
||||
- Include 3 scenarios
|
||||
- Show monthly detail (Year 1-2)
|
||||
@@ -291,6 +329,7 @@ Offer to save as markdown file:
|
||||
- Include fundraising milestones
|
||||
|
||||
**Don't:**
|
||||
|
||||
- Be overly optimistic on growth
|
||||
- Underestimate costs
|
||||
- Forget fully-loaded compensation
|
||||
@@ -302,6 +341,7 @@ Offer to save as markdown file:
|
||||
## Integration with Other Commands
|
||||
|
||||
Pairs well with:
|
||||
|
||||
- `/market-opportunity` - Use SOM for revenue ceiling
|
||||
- `/business-case` - Include projections in business case
|
||||
|
||||
|
||||
@@ -1,6 +1,7 @@
|
||||
---
|
||||
description: "Generate comprehensive market opportunity analysis with TAM/SAM/SOM calculations"
|
||||
allowed-tools: ["Read", "Write", "Edit", "Glob", "Grep", "Bash", "WebSearch", "WebFetch"]
|
||||
allowed-tools:
|
||||
["Read", "Write", "Edit", "Glob", "Grep", "Bash", "WebSearch", "WebFetch"]
|
||||
---
|
||||
|
||||
# Market Opportunity Analysis
|
||||
@@ -10,6 +11,7 @@ Generate a comprehensive market opportunity analysis for a startup, including To
|
||||
## 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
|
||||
@@ -25,6 +27,7 @@ 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.)
|
||||
@@ -34,6 +37,7 @@ Ask the user for essential information:
|
||||
### 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
|
||||
@@ -42,18 +46,21 @@ The market-sizing-analysis skill provides comprehensive methodologies. Reference
|
||||
### 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
|
||||
@@ -61,11 +68,13 @@ The market-sizing-analysis skill provides comprehensive methodologies. Reference
|
||||
### 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)
|
||||
@@ -75,6 +84,7 @@ Recommended data sources (from skill):
|
||||
### 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
|
||||
@@ -85,12 +95,14 @@ 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 %
|
||||
```
|
||||
@@ -100,10 +112,12 @@ SAM = TAM × Geographic % × Product Fit % × Market Readiness %
|
||||
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
|
||||
@@ -114,49 +128,58 @@ Calculate realistic obtainable market share:
|
||||
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 comparisons
|
||||
- Customer count validation
|
||||
- Competitive context
|
||||
|
||||
**Section 9: Investment Thesis**
|
||||
|
||||
- Market opportunity assessment
|
||||
- Key positives and risks
|
||||
- Venture-scale potential
|
||||
@@ -165,6 +188,7 @@ Generate a comprehensive markdown report with:
|
||||
### Step 9: Save Report
|
||||
|
||||
Offer to save the report as a markdown file:
|
||||
|
||||
- Suggest filename: `market-opportunity-analysis-YYYY-MM-DD.md`
|
||||
- Use Write tool to create file
|
||||
- Confirm file location with user
|
||||
@@ -172,6 +196,7 @@ Offer to save the report as a markdown file:
|
||||
## Tips for Best Results
|
||||
|
||||
**Do:**
|
||||
|
||||
- Start with bottom-up (most credible)
|
||||
- Always triangulate with top-down
|
||||
- Cite all data sources
|
||||
@@ -181,6 +206,7 @@ Offer to save the report as a markdown file:
|
||||
- Explain any data gaps or limitations
|
||||
|
||||
**Don't:**
|
||||
|
||||
- Rely solely on top-down
|
||||
- Cherry-pick optimistic data
|
||||
- Claim >10% SOM without strong justification
|
||||
@@ -210,6 +236,7 @@ What's your pricing model?
|
||||
## Integration with Other Commands
|
||||
|
||||
This command pairs well with:
|
||||
|
||||
- `/financial-projections` - Use SOM to build revenue model
|
||||
- `/business-case` - Include market sizing in business case
|
||||
|
||||
|
||||
Reference in New Issue
Block a user