Market Analyzer Skill
When to activate
During due diligence report generation. Complements financials analyzer to assess market opportunity and positioning.
When NOT to use
- Companies with no clear market definition
- Declining or vanishing market categories
- Geographic markets outside thesis (unless cofounder has established network)
Instructions
- Define Total Addressable Market (TAM):
- Start with category size (Gartner, IDC, Forrester if available)
- Identify serviceable addressable market (SAM) — portion accessible by company
- Calculate company's current market share %
- Assess market growth:
- CAGR (5-year projection if available)
- Growth drivers (regulatory, technological, adoption)
- Market maturity (emerging, growth, mature, declining)
- Competitive positioning:
- Direct competitors (list top 3–5)
- Competitive moat (technology, network effect, switching cost, data)
- Positioning vs. incumbents
- Expansion opportunity:
- Geographic expansion potential
- Adjacent markets or use cases
- Upmarket vs. downmarket positioning
- Output: TAM assessment with CAGR, competitive summary, moat assessment, expansion path
Example
Input: Fintech cross-border payments, Series B, operating in US + EU, raised against $30B cross-border SMB payment market
Output:
- TAM: $30B+ (cross-border SMB payments); Gartner projects 12% CAGR through 2030
- SAM: $8B (SMB segment; excludes enterprise and consumer remittance)
- Company Market Share: 0.1% (based on $2M ARR estimate)
- Market Growth: 12% CAGR (strong); driven by SMB digitalization and regulatory shift to open banking
- Competitive Moat: Technology differentiation (real-time rails, lower cost than incumbents); network effects (more corridors, more liquidity)
- Top 3 Competitors: Wise, Remitly, OFX (each $100M+ ARR)
- Expansion Potential: Adjacent: enterprise payments, consumer remittance; Geographies: Asia-Pacific, Latin America
Recommendation: Market opportunity is substantial with favorable growth trends. Company has clear differentiation and expansion runway. Competitive intensity is high but market is large enough for multiple winners.
1---2name: market-analyzer3description: Market Analyzer Skill4---5# Market Analyzer Skill67## When to activate89During due diligence report generation. Complements financials analyzer to assess market opportunity and positioning.1011## When NOT to use1213- Companies with no clear market definition14- Declining or vanishing market categories15- Geographic markets outside thesis (unless cofounder has established network)1617## Instructions18191. Define Total Addressable Market (TAM):20 - Start with category size (Gartner, IDC, Forrester if available)21 - Identify serviceable addressable market (SAM) — portion accessible by company22 - Calculate company's current market share %232. Assess market growth:24 - CAGR (5-year projection if available)25 - Growth drivers (regulatory, technological, adoption)26 - Market maturity (emerging, growth, mature, declining)273. Competitive positioning:28 - Direct competitors (list top 3–5)29 - Competitive moat (technology, network effect, switching cost, data)30 - Positioning vs. incumbents314. Expansion opportunity:32 - Geographic expansion potential33 - Adjacent markets or use cases34 - Upmarket vs. downmarket positioning355. Output: TAM assessment with CAGR, competitive summary, moat assessment, expansion path3637## Example3839**Input:** Fintech cross-border payments, Series B, operating in US + EU, raised against $30B cross-border SMB payment market4041**Output:**42- **TAM:** $30B+ (cross-border SMB payments); Gartner projects 12% CAGR through 203043- **SAM:** $8B (SMB segment; excludes enterprise and consumer remittance)44- **Company Market Share:** 0.1% (based on $2M ARR estimate)45- **Market Growth:** 12% CAGR (strong); driven by SMB digitalization and regulatory shift to open banking46- **Competitive Moat:** Technology differentiation (real-time rails, lower cost than incumbents); network effects (more corridors, more liquidity)47- **Top 3 Competitors:** Wise, Remitly, OFX (each $100M+ ARR)48- **Expansion Potential:** Adjacent: enterprise payments, consumer remittance; Geographies: Asia-Pacific, Latin America4950**Recommendation:** Market opportunity is substantial with favorable growth trends. Company has clear differentiation and expansion runway. Competitive intensity is high but market is large enough for multiple winners.
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