Blog6 min readMarket Analysis

Market Sizing 101: Understanding TAM, SAM, and SOM

How to calculate market size and convince investors of your opportunity

Why Market Sizing Matters

VCs need to see a path to $100M+ revenue. Your market size proves it's possible.

The TAM-SAM-SOM Framework

TAM - Total Addressable Market

The total market demand for your product category.

Example: Project Management Software

TAM = All businesses globally × Average spend on PM tools

$50 Billion

SAM - Serviceable Addressable Market

The portion of TAM you can realistically target.

Example: PM Software for Tech Startups

SAM = Tech startups in English-speaking countries

$5 Billion

SOM - Serviceable Obtainable Market

What you can realistically capture in 3-5 years.

Example: Your realistic market share

SOM = 2% of SAM (conservative estimate)

$100 Million

3 Methods to Calculate Market Size

Top-Down

Start with industry reports and narrow down

✓ Quick but less accurate

Bottom-Up

Count potential customers × average price

✓ Most accurate method

Value Theory

Based on value created for customers

✓ Good for new categories

Bottom-Up Calculation Example

# of target companies: 50,000

× Adoption rate: 10%

× Average contract value: $20,000/year

= SOM: $100M annual revenue

Common Mistakes to Avoid

  • Being too optimistic: "If we just get 1% of China..."
  • Ignoring competition: Your TAM isn't yours alone
  • Using outdated data: Markets change quickly
  • Confusing TAM with revenue: TAM ≠ your revenue potential
  • Not showing growth: VCs want expanding markets

Need Help with Market Sizing?

Use our AI-powered market analysis tool to calculate your TAM, SAM, and SOM in minutes.

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