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Market size & timing
Is it big enough, and why now?
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My market is small right now but growing fast. Is that a problem?
A small, fast-growing market often beats a big, flat one, because you can ride the growth instead of stealing share in a knife fight. Investors and...
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...
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