Investor-grade sector research · public sources only

The board wants the market size, and every number sourced.

Name a sector. You get its market size cross-checked three ways — how big it is (TAM), the slice you can serve (SAM), and what you could realistically win (SOM) — plus a competitor positioning map and a region-by-region regulatory read. Every figure is tied to a public source, and in your paid report each one is a specific, dated reference you can open. New to these terms? There's a plain-English glossary a scroll down. The free estimate below runs in ten seconds.

Real timeline, up front: the instant estimate is free and immediate; a commissioned report lands in about 5 business days (Snapshot) to ~10 (Full) from cleared payment — with a reply confirming scope within one business day of your brief. No overnight miracles; just a sourced number you can defend.

Never sized a market before? What your boss actually wants is a defensible market-size number — how big the sector is (TAM), the slice you can serve (SAM), and what you could realistically win (SOM) — with a public source behind every figure so no one can poke a hole in it. That's the whole deliverable.

Built and run by one operator who took a tech company public end to end through a full exchange listing, raised $50M+ across financings, and wrote reports exactly like this inside a corp-dev team — now productized behind a tested engine so you get the same structure without the retainer. You deal with that operator directly, start to finish. Flat fee. No success fees. Not investment advice.

Days, not six weeks Every figure cited to public data Flat fee — no Gartner/CB Insights subscription

Coverage is deepest in mobility, EV/AV, connected-vehicle, deep-tech, and Korea–Gulf cross-border sectors — but the method is sector-agnostic. Outside those, I confirm the request is one I can do to the standard on this page before any payment link goes out, and turn it down (no charge) if it isn't. So you never write a full brief only to find out it's not a fit.

Free · no signup

Estimate your market in 10 seconds

This free demo is simplified for speed: it shows you the shape of the method — how top-down, bottom-up, and value-theory narrow to SAM/SOM — from one slider, so it's an order-of-magnitude ballpark. In your commissioned report each of the three methods is sourced separately from its own dated public data, so they genuinely cross-check each other and you get a real triangulated number (or a range when they disagree). Same method, real sources.

You'll see two TAM numbers on purpose. The first is the quick single-source guess most decks stop at; the second cross-checks it against two other methods and lands on the middle one — that's triangulation. They differ because one number from one source is easy to poke holes in; three that agree is what a board accepts. (TAM / SAM / SOM are defined on each row below, and in plain English in the glossary.)

Quick single-source guessThe fragile one-method number (top-down only) most decks stop at — shown so you can see how far the cross-check moves it.
TAM estimate (demo) TAM — total addressable market: the whole sector if everyone who could buy, did. Median of three methods that here share one input, so it's an estimate, not a real cross-check.
SAM (served geo × segment)SAM — serviceable addressable market: the slice you actually serve (your regions × your customer type).
SOM (3-yr reachable)SOM — serviceable obtainable market: the realistic revenue you could win in ~3 years. The number Finance underwrites.

This free widget is simplified for speed — it shows the shape of the method (top-down · bottom-up · value-theory → SAM/SOM narrowing) from one slider, so the number is an order-of-magnitude ballpark. Your commissioned report sources each method separately from its own dated public data, so the three genuinely cross-check and you get a real triangulated figure — or a range when they disagree. Not investment advice. Alternatives priced at Gartner/CB Insights $15K–80K/yr and boutique studies $20K+.

Email me this breakdown

We'll send this estimate plus a 1-page market-sizing checklist you can run on any sector. No account, no sequence — one reply from a human.

Turn this into a cited report →

The five words on this page, in plain English

Told to "size the market" with no background? You don't need the jargon to buy well — here's every term the rest of the page and the calculator use, defined once up front, so nothing below catches you off guard.

TAM

Total addressable market. The whole sector if everyone who could buy, did — the ceiling. Answers "how big is this, at most?"

SAM

Serviceable addressable market. The slice you can actually reach — your regions × your customer type. Answers "how much of that is really ours to go after?"

SOM

Serviceable obtainable market. The realistic revenue you could win in about three years. The number Finance underwrites.

Triangulation

Sizing the same market three independent ways — top-down, bottom-up, and value-theory — and only trusting a number when the three agree. If they disagree, you get a range, not a false point.

Capture share

The fraction of a market one player realistically holds. A "plausible capture share" check flags any number that quietly assumes you win the whole sector.

The bottom line

What your boss actually wants is a defensible market-size number with a public source behind every figure — so no one can poke a hole in it. That's the whole deliverable. Full methodology →

How it works

Three steps to a report you can defend line by line, at a fraction of what the alternatives charge.

1

Scope the sector

You name the sector, the boundary, and the regions. A one-sentence definition, the value chain, sub-segments, and the adjacent markets deliberately excluded — so the TAM is the sector, not the whole economy.

2

Size it three ways

The engine triangulates top-down, bottom-up, and value-theory independently, reports a median with a stated spread, then narrows to SAM/SOM and projects forward — with five automated sanity checks gating the numbers.

3

Map + source it

A competitor matrix (including the status-quo row every committee asks about), a regional regulatory read, and a sourcing ledger that proves every required figure against an all-public-sources policy before it ships.

  SectorIntel report Free / DIY (ChatGPT, free notes) Gartner / CB Insights subscription Boutique research firm
Price$79–$2,400 flat, once$0$15K–$80K / yr$20K+ per study
SpeedA few days to ~2 weeksMinutes (unverified)Instant lookup — if it exists4–8 weeks
Methodology Triangulated 3 ways + sanity gates None / hallucinatedProprietary, opaqueBespoke, thorough
Every figure cited Public source per figure RarelyBehind license, not always shown Usually
Sizing model handed over On the full tierSometimes, extra fee
Tailored to your exact sector BespokeGenericOnly covered categories Bespoke

What lands in your inbox

Every card below is a real, shrunk section from the worked warehouse-robotics sample — not a mockup. The full sample runs the complete deliverable format end to end: your situation snapshot, the analysis core, the outcome roadmap, and a prioritized action plan. Scroll the deck, then open all 70 pages.

15 sections
snapshot → analysis → roadmap → action plan
~70 pp
full worked-sample format
Days
not six weeks

Open the full ~70-page worked sample → (fictional warehouse-robotics snapshot, clearly labelled illustrative — it shows the complete deliverable format; your paid tier is scoped to the depth you buy).

One thing to set expectations on before you open it: because the sample is illustrative, most sourcing-ledger rows show each figure's source class (e.g. "official statistics," "SEC/EDGAR S-1") rather than a live link. But so you can verify the sourcing promise isn't just words, two of the sizing anchors link straight to the real public dataset you'd open — US Census County Business Patterns and BLS wage statistics. In a paid report every row carries that specific, dated public reference you can open and hand to Legal. The math and the sourcing gate are identical either way.

You enter X → page N shows Y

The intake form takes about two minutes and captures a handful of public inputs. Every one drives a specific part of your report — so you're never handed a number you can't trace back to something you told us. Here's exactly how the fields map, using the four-region warehouse-robotics sample (a Full-tier example — the $900 Snapshot covers one region, so its regional read is a single geography, not the four shown below).

You enter · Sector
"warehouse robotics"
+ an optional one-line boundary
Pages 7–12 · §1
A committed in-scope / out-of-scope boundary, the value chain, sub-segments, and the adjacent markets deliberately excluded — so your TAM is the sector, not the whole economy.
You enter · Known inputs
"~180K large facilities, ~$150K/yr, ~28% attach"
any numbers you already have, with sources
Pages 13–20 · §2
Your numbers rebuild the bottom-up TAM and feed the triangulation — top-down / bottom-up / value-theory, median $9.00B, agreement band tight (36%). Leave them blank and we source them.
You enter · Regions
US · EU · China · Korea
the geographies your decision covers (four regions = Full tier; Snapshot is one)
Pages 25–28 · §4 & pages 35–38 · §6
A served-geo factor (70%) narrows TAM to a $3.47B SAM and a $415.8M three-year SOM, and each region gets its own regulatory driver/restraint read. A one-region Snapshot runs the same chain for the single geography you name.
You enter · Notes / competitors
"cover the hyperscaler + the Korea AS/RS player"
context + players you want mapped
Pages 29–34 · §5
A scored competitor matrix and 2-axis quadrant map — including the mandatory status-quo row that answers "why not stay out?" before the committee asks.
You enter · Tier
Snapshot $900 / Full $2,400
how deep, and whether you need the model
Pages 50–54 · §10 & pages 64–66 · §13
The full tier adds scenario & sensitivity bands and hands over the sizing model so you can flex every assumption live in front of the CFO.

See all 70 pages of the worked sample →  ·  Start your 2-minute intake →

This worked example runs four regions to show every field in action — that's Full-tier scope. Your $900 Snapshot covers one sector, one region; pick Full ($2,400) when the decision spans multiple geographies or you need the hand-over model.

Flat-fee pricing

Here's exactly how buying works, so there are no surprises at checkout: you send a short brief first (no charge to submit), and within one business day you get back a payment link by email — card, VAT handled — or an invoice / PO on the larger tiers. There is no instant self-serve card checkout yet; every order goes through that one-step emailed link, and work starts once you've paid. No success fees, ever. How ordering works →

📐
DIY spreadsheet
$79 once

TAM Sizing Template

  • The triangulated top-down / bottom-up / value-theory model as a fill-in-your-own spreadsheet
  • A written guide to sourcing each input from public data
  • The same sanity-check logic used in the paid reports
  • Ordering: you'll get a payment link by email (not instant checkout), then the template is emailed within one business day of payment
Get the template
Most Popular
📊
Best value
$900 flat

Market Snapshot

  • ~12-page report on one sector, one region — pick Full below if your decision spans multiple geographies
  • Triangulated TAM/SAM/SOM with sanity checks
  • Competitor positioning map + status-quo row
  • Regional regulatory read, every figure sourced
  • Delivered in about 5 business days from cleared payment
Commission a snapshot
📚
Full engagement
$2,400 flat

Full Sector Intelligence

  • ~25-page report, multi-region, deeper competitor + regulatory analysis
  • The companion TAM/SAM/SOM model delivered so you can flex assumptions
  • Scenario ranges and a methodology appendix
  • Invoice / PO available on request
Commission the full report

Every tier — including the $79 Template — is brief-first, human-reviewed, no instant card checkout yet: you send a short brief, get a payment link back within one business day, and pay before work starts. Not a self-serve download. See exactly how ordering works →

Not sure which to pick? Most first-timers start with the $900 Snapshot — one sector, one region, the full cited sizing. Go up to Full ($2,400) only if you need multiple regions or the hand-over model; the $79 Template is just the spreadsheet, for sizing it yourself. The table below matches a tier to what you're deciding. Outcome ranges are what the method produces — not a promise about your specific market.

If you're…Deciding on…FitYou get
Analyst sizing your own marketAn internal model you'll maintainTemplate · $79The engine as a spreadsheet + sourcing guide — emailed within one business day of payment (not an instant download yet)
Corp-dev / strategy teamA single-sector entry or thesisSnapshot · $900Triangulated TAM/SAM/SOM, competitor map, one-region regulatory read, every figure cited
Team weighing a cross-border betA multi-region build/buy or partnership caseFull · $2,400Multi-region analysis + the flexible sizing model + scenario ranges + methodology appendix
Independent consultant / advisorA defensible backbone for a client deckSnapshot or FullA cited, sanity-checked sizing you can stand behind in the room

Questions

What's the ROI on a $900 sector report?

The report exists to de-risk a decision far larger than its price — a market entry, a build/buy call, a board or partnership ask that moves budget in the hundreds of thousands to millions. Against a boutique research study at $20K+ or a Gartner/CB Insights subscription at $15K–80K a year, a $900 flat fee that cites every figure is one to two orders of magnitude cheaper for the same structural work. The calculator at the top of this page shows the value-at-stake versus the report price for your own inputs.

Is this defensible enough to put in a board pack?

Yes — that's the entire design. Every headline number is triangulated three independent ways (top-down, bottom-up, value-theory) and reported only when the methods agree within a stated tolerance; a range is shown, not a false point, when they don't. Five automated sanity checks — funnel monotonicity, bottom-up inside the value pool, plausible capture share, cross-method price coherence, and a realistic near-term SOM — run before the report is allowed to ship. Every figure is tied to a public source: in your paid report that's a specific, dated reference you can open and hand to Legal; the free illustrative sample shows most figures' source class, plus two anchors linked to the real live dataset (Census CBP, BLS OEWS) so you can check the sourcing promise before paying (same math, same sourcing gate).

Will professionals actually accept it?

What makes it acceptable is the method, not a résumé: textbook triangulation (top-down / bottom-up / value-theory), a median reported only when the three agree within a stated tolerance and a range when they don't, five sanity gates that block impossible funnels and implausible capture shares, and a sourcing ledger you can hand to Legal — the exact points an investment committee probes. The operating background (took a company public end to end, raised $50M+, wrote these reports inside a corp-dev team) is why the structure matches what a corp-dev or strategy team already recognizes; the defensibility itself comes from the checks, which you can inspect in the sample and the methodology pages before you buy.

Who is this for — and what's outside the wheelhouse?

Corporate-development and strategy teams weighing a new sector or an M&A thesis, and independent consultants who need a defensible, cited backbone instead of a rushed weekend pull. Coverage is deepest in mobility, EV/AV, connected-vehicle, deep-tech, and Korea–Gulf cross-border. If a request is outside the wheelhouse and can't be done to the standard on this page, you're told before any payment link goes out — nothing is charged.

How fast is turnaround?

The Market Snapshot is delivered in about 5 business days from the day payment clears; the full report and its sizing model in about 10 business days, depending on region count and depth. A reusable deterministic engine handles the scaffolding and the arithmetic, so the human hours go into sourcing and judgment rather than formatting — which is exactly how the price stays flat and low.

Why is it this cheap versus $20K firms?

Because the method is productized. The triangulation engine, the sanity checks, and the sourcing gate are code that runs the same way every time, so a single operator delivers consultant-grade structure without a consultant-grade team behind it. It's a flat fee with no success fees — a deliberate contrast to IPO advisory and IR retainers billed in the tens of thousands.

Why you can trust the numbers

Trust the method, not a résumé

The credibility here is inspectable before you pay: the full sample, the five sanity gates, the sourcing ledger with two live public-source links, and the methodology pages are all open to read. Built and run by one operator who took a tech company public end to end, raised $50M+ across financings, and wrote reports like this inside a corp-dev team — you deal with that operator directly. But you don't have to take the bio on faith: the number's defensibility comes from the checks you can see, not the CV.

Public methodology, cited

Sizing follows textbook triangulation (top-down / bottom-up / value-theory). Sources are public only — official statistics, regulatory filings (SEC/EDGAR, Korea DART), standards bodies (OSHA, EU Machinery Regulation, ISO/IEEE/SAE). No licensed research reproduced.

Refund guarantee + response promise

If your brief is outside the wheelhouse, you're told before any payment link is sent — so you're never charged for work that won't happen. And it's a concrete guarantee, not a vague one: full refund if a report isn't delivered within 10 business days of cleared payment, or if it's genuinely unusable — materially incomplete, or a required figure that can't be traced to its cited public source. Requests go to a stated email and are answered within one business day. Full terms & refund policy →

Public sources only Flat fee · no success fees Every figure cited Refund if unusable

A defensible market study, for the price of a lunch meeting.

Start with the free estimate, then commission the cited report.

How it flows: send a short brief (no charge) → a payment link back within one business day → report in about 5 business days (Snapshot) to ~10 (Full) from cleared payment. Brief-first, not one-click — nothing is charged until you confirm the price.