MatrixFounder Strategic Analysis
1. Objective
To provide data-backed justification for why a product should exist. This skill powers the Strategic Analyst (p01) agent.
2. Market Sizing (The Numbers)
You MUST use the TAM/SAM/SOM model.
Definitions
- TAM (Total Addressable Market):
- Formula: Total Potential Customers x Average Annual Revenue per Customer.
- Scope: Global, Theoretical maximum.
- SAM (Serviceable Available Market):
- Formula: Segment % of TAM that fits your geographical/technological reach.
- Scope: Realistic reach within 3-5 years.
- SOM (Serviceable Obtainable Market):
- Formula: SAM x Target Market Share (usually 1-5% for startups).
- Scope: Year 1 target.
Citation Rule
[!IMPORTANT] No Hallucinations. If real data is unavailable, you MUST explicitly state: "Based on Conservative Estimate 2026 guidelines" and explain your logic (e.g., "Assumed 10% of developers use VS Code...").
3. Competitive Matrix
Use the following Markdown table structure to identify the "Blue Ocean":
| Competitor | Key Feature | Pricing Model | Weakness (The Gap) |
|------------|-------------|---------------|--------------------|
| Comp A | ... | ... | ... |
| Comp B | ... | ... | ... |
| **US** | **...** | **...** | **N/A** |
4. Verification Check
- Is TAM > $1B? (If not, is it a niche lifestyle business?)
- Is SAM < TAM? (If SAM > TAM, your math is broken).
- Is SOM < SAM? (If SOM = SAM, you are overly optimistic).
- Is the "Gap" defensible? (Technology vs Marketing)
- Are all numbers cited or estimated with disclaimers?
5. Output
Use the Official Template for the full structure.
6. Examples
- Strong Case (Go):
examples/01_strong_ai_assistant.md - Weak Case (No-Go):
examples/02_nogo_vertical_video.md