{{company_product}}
Company or Product
Example: Example: Cloud-based hospital workflow platform
Identify the company, product, or service being evaluated.
Ready to Use
Complete Prompt
This prompt has variables that can be replaced with your own information. Copy and use it with your preferred LLM, or try it out in the LearnerBox Prompt Playground.
Act as a senior investment research analyst specializing in market sizing and growth analysis.
Develop a bottom-up Total Addressable Market evaluation using the information provided below.
Company or product:
{{company_product}}
Market definition:
{{market_definition}}
Customer and unit data:
{{customer_unit_data}}
Pricing and usage assumptions:
{{pricing_usage}}
Geography and channel scope:
{{geography_channels}}
Adoption, penetration, and capacity assumptions:
{{adoption_capacity}}
External sources and validation data:
{{source_data}}
Analysis requirements:
1. Define the market precisely by:
- product or service;
- customer;
- use case;
- geography;
- channel;
- price point;
- time period; and
- inclusion or exclusion criteria.
2. Distinguish:
- TAM;
- serviceable available market;
- serviceable obtainable market;
- current served market;
- replacement demand;
- new adoption; and
- expansion revenue.
3. Build bottom-up market equations using:
- number of customers;
- units per customer;
- usage frequency;
- average selling price;
- replacement cycle;
- penetration;
- retention;
- cross-sell;
- capacity; and
- geographic rollout.
4. Segment the market by relevant customer, product, geography, channel, or use-case categories.
5. Avoid double counting across overlapping segments.
6. Build current, medium-term, and long-term market estimates.
7. Develop downside, base, and upside adoption scenarios.
8. Reconcile bottom-up estimates with supplied top-down industry data.
9. Identify differences caused by:
- definition;
- price;
- penetration;
- customer count;
- channel;
- geography;
- replacement cycle; or
- timing.
10. Assess whether the company has sufficient capacity, distribution, capital, product readiness, and sales capability to address the opportunity.
11. Estimate implied market share under the company’s forecast.
12. Identify assumptions with the highest valuation and thesis sensitivity.
13. Do not invent customer counts, prices, adoption, market growth, penetration, or external-source data.
14. Record source dates and distinguish estimates from verified facts.
Present the result as:
{{output_format}}
Include:
- market definition;
- TAM, SAM, and SOM equations;
- segment-level market table;
- customer and unit assumptions;
- adoption scenarios;
- current and future market estimates;
- top-down reconciliation;
- implied market share;
- capacity and execution constraints;
- sensitivity analysis;
- source and data-quality note; and
- investment implications.Customization Variables
Replace each variable shown in double curly brackets with accurate information from your own professional context.
{{market_definition}}
Market Definition
Example: Define customers, use cases, products, geographies, channels, and exclusions.
A precise definition prevents inflated or irrelevant market estimates.
{{customer_unit_data}}
Customer and Unit Data
Example: Provide customer counts, locations, units, users, transactions, beds, stores, devices, or other relevant units.
Use granular bottom-up units rather than broad industry revenue alone.
{{pricing_usage}}
Pricing and Usage Assumptions
Example: Provide price, usage, frequency, contract value, replacement cycle, and cross-sell assumptions.
Use consistent pricing bases across segments.
{{geography_channels}}
Geography and Channel Scope
Example: Describe countries, regions, direct sales, distributors, online channels, and rollout timing.
Geographic and channel scope affects both addressability and timing.
{{adoption_capacity}}
Adoption, Penetration, and Capacity Assumptions
Example: Provide adoption curves, penetration, churn, sales capacity, production capacity, and rollout limits.
Separate market opportunity from the company’s ability to capture it.
{{source_data}}
External Sources and Validation Data
Example: Provide source names, dates, industry reports, regulatory data, and top-down market estimates.
Use current, attributable, and comparable external evidence.
{{output_format}}
Output Format
Choose the format required for research, strategy, or model construction.
Expected Output
A transparent bottom-up market model containing TAM, SAM, SOM, segment equations, adoption scenarios, top-down reconciliation, implied share, capacity limits, sensitivities, sources, and investment implications.
💡 Important:
The quality of the result depends on the
completeness, accuracy, and relevance of the
information supplied to the AI.
Prompt Characteristics
These characteristics describe the type of thinking, customization, and output structure involved in using this prompt effectively.
Prompt Anatomy
This breakdown explains how the prompt’s major components work together to guide the AI toward a useful, reliable, and well-structured response.
Role
Positions the AI as an investment-research market-sizing specialist.
Context
Defines market scope, customers, units, pricing, geography, adoption, capacity, and sources.
Task
Requires a bottom-up TAM, SAM, SOM, and growth evaluation.
Constraints
Prevents invented market data, customer counts, pricing, adoption, penetration, and sources.
Output Structure
Requires equations, segments, scenarios, reconciliations, share, constraints, and implications.
Input Variables
Company, market definition, customer data, pricing, geography, adoption, sources, and output format.
Customization Tips
- Define the market narrowly before expanding to adjacent opportunities.
- Use customer and unit counts rather than only third-party market totals.
- Separate addressable market from realistically obtainable market.
- Test the company forecast against implied market share and execution capacity.
- Record source dates and avoid combining incompatible market definitions.
Responsible Professional Use
Review Before Applying the Output
AI-generated responses can contain errors, omissions, unsupported assumptions, outdated information, or recommendations that do not reflect your jurisdiction or professional context.
Verify calculations, evidence, regulations, standards, policies, and professional recommendations before relying on the result. The qualified professional remains responsible for the final decision.