The RIGHT Way to Calculate your Market Size (TAM/SAM/SOM)
A current, template-backed walkthrough of doing the calculation properly.
Watch on YouTube youtube.com →Use AI to do both directions fast: a top-down pass from industry reports and a bottom-up build (number of reachable customers times realistic price), then present both, since investors stress-test one against the other. AI is genuinely useful for finding data points, segmenting customer counts, and doing the arithmetic, but every number it produces needs a source you have personally opened, because sizing is where models hallucinate most confidently. The credible move in 2025-26 is a defensible bottom-up SOM, not a giant AI-generated TAM slide.
A quick orientation. The real value is below: resources worth your time, from people who've actually done it.
A current, template-backed walkthrough of doing the calculation properly.
Watch on YouTube youtube.com →Focused on the version of the numbers that survives investor questioning.
Watch on YouTube youtube.com →The investor's-eye view of the classic TAM mistakes AI will happily reproduce for you.
Watch on YouTube youtube.com →Clear side-by-side of top-down versus bottom-up, the exact distinction your AI prompts must encode.
Watch on YouTube youtube.com →The plain-language primer to send a non-finance co-founder before you build the model together.
Watch on YouTube youtube.com →A worked market-size calculation aimed at first-time founders.
Watch on YouTube youtube.com →Carta's benchmark-backed definitions, including why bottom-up SOM closes rounds faster.
Open carta.com →Current investor expectations, including the Carta data on presenting both sizing directions.
Open waveup.com →The clearest written treatment of when each method is credible and how to combine them.
Open waveup.com →Investor-side confirmation that bottom-up is what actually matters, with the formulas to build it.
Open qubit.capital →Simple reachable-customers-times-revenue logic you can hand to an AI to compute and sanity-check.
Open visible.vc →A seed fund explaining exactly what it wants to see on the market slide.
Open forumvc.com →Reverse-engineers the evaluator's checklist so your AI-assisted numbers answer the real questions.
Open goingvc.com →Shows the diligence math VCs run on your TAM claim, worth reading before AI writes it.
Open imboard.ai →A practical sizing guide from an Indian product studio, useful for India-market examples.
Open f22labs.com →The evergreen reference with formulas and examples to ground your AI prompt.
Open blog.hubspot.com →A free AI calculator to generate a first-draft TAM/SAM/SOM you then verify.
Open founderpal.ai →Structured inputs stop you from letting the AI invent the assumptions.
Open pmtoolkit.ai →A pitch-deck consultancy's view on presenting the numbers investors will not roll their eyes at.
Open spectup.com →Benchmarks to sanity-check whether the number your AI produced is even plausible for your industry.
Open worthbuild.io →