Understand where to play. Size the opportunity (TAM/SAM/SOM). Identify competitive whitespace.
Investors detect hand-waving on market sizing in 30 seconds. We produce a credible bottoms-up + top-down TAM/SAM/SOM, a Porter & PESTEL view, and a Wardley map of the opportunity — the artefacts that survive due diligence.
A senior-led delivery sequence — not a template dump. Each phase is operated with your team, not handed over as a deck.
Construct bottoms-up TAM / SAM / SOM by segment and geography with defensible source data.
Map market structure (Porter's 5 forces), incumbents, substitutes and the regulatory backdrop.
Identify the catalysing trends (tech, regulation, behaviour) and why now is the right window.
Rank sub-opportunities; choose the wedge market (smallest defensible beachhead) with explicit rationale.
2–3 weeks