Find & validate your idea
Market size & timing
Is it big enough, and why now?
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Should I worry that my market is already crowded with competitors?
A crowded market is proof that people will pay, which is a good sign, not a red flag. What kills you is entering a crowded market with no sharp wed...
Investors keep asking for a top-down TAM slide, but I built my number bottoms-up. Which do I show?
Show both, but let the bottoms-up number lead and treat the top-down as context. Bottoms-up (customers times price times frequency) proves you actu...
Is it smarter to enter a market while it's still forming, or wait until demand is obvious and proven?
Entering early buys you a shot at owning the category, but you pay for it by spending years educating customers who aren't ready, and early is ofte...
My total market looks small, but each customer is worth a lot. Can a low-count, high-value market still work?
Yes, and it's often a better business than a huge market of tiny accounts, because a few hundred customers each paying serious money can build a re...
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