Strategy & Research · Research & Synthesize
Market sizing without the guesswork
Public data sources (industry reports, SEC filings, census data, analyst estimates) are researched and structured into TAM/SAM/SOM models in Google Sheets with full citations in Notion.
Works acrossWeb ResearchGoogle SheetsNotion
What you get.
Investor-ready TAM/SAM/SOM analysis with cited sources, built from public data in hours instead of weeks. Doe researches SEC filings, industry reports, and comparable datasets, then generates multiple sizing approaches in Google Sheets with full citations in Notion.
The question nobody has time to answer properly
The board wants a market sizing update for the annual strategy deck. The CEO needs TAM/SAM/SOM for the Series B pitch. The product team is evaluating a new vertical and needs to know if it's a $100M or $10B opportunity. Every one of these requests requires the same thing: weeks of research that nobody has time for.
Market sizing is a research-intensive, detail-oriented task that requires pulling data from dozens of sources: industry analyst reports (if you have access), SEC filings, census data, industry association publications, competitor revenue estimates, analyst blog posts, and job posting volumes as proxy indicators. Each data point needs to be extracted, validated, and cited. A credible market sizing analysis isn't a guess. It's a structured argument built on public evidence.
What changes.
- 01Source coverageBefore · A handful of sources (what the analyst finds)With Doe · Broad crawl across public data sources
- 02Citation qualityBefore · Inconsistent, sometimes missingWith Doe · Every data point linked to source
- 03MethodologiesBefore · Usually one approachWith Doe · Top-down and bottom-up with triangulation
- 04Confidence assessmentBefore · Implicit, unstated assumptionsWith Doe · Explicit confidence levels and sensitivity ranges
How Doe conducts market sizing research
- 01Pulls SEC filings, census data, and analyst estimatesWeb ResearchDoe collected data points from SEC filings, census data, publicly cited analyst estimates, competitor revenue proxies, and industry reports — each tagged with source and confidence level
- 02Builds top-down and bottom-up sizing modelsDoeDoe produced two TAM/SAM/SOM models with sensitivity ranges, documented assumptions, and triangulation between approaches — ready to drop into a pitch deck
- 03Cross-checks sources and flags confidence gapsDoeDoe flagged 3 data points using proxy indicators and noted where direct data is unavailable, so you know exactly where the estimates are soft
- 04Runs sensitivity analysis across key assumptionsDoeDoe tested how the TAM shifts under different growth rate and penetration assumptions, producing a defensible range rather than a single point estimate
- 05Writes the full research report with citationsDoeDoe assembled a narrative report with methodology, source citations, confidence ratings, and an executive summary ready for your board deck
Up and running in under ten minutes.
- 01Connect your toolsOne-click OAuth for each integration. No API keys, no engineering.
- 02Describe what you need“Size the North American AI-powered customer support market. Buyers are VP Support and CX leaders at mid-market SaaS companies. Give me top-down and bottom-up models with cited sources in Notion.”
- 03It runs on scheduleRuns on demand and delivers the full report with citations to your workspace in hours.
Before you delegate.
- 01How does Doe ensure market sizing data is credible?Doe prioritizes high-credibility sources (SEC filings, government data, major analyst firms) and flags lower-confidence data points. Every number includes a source citation and a confidence rating so you can assess the quality of each input.
- 02Does Doe produce both top-down and bottom-up analyses?Yes. Doe generates at least two approaches, typically a top-down analysis (starting from total market and narrowing) and a bottom-up analysis (building from unit economics up). Triangulation between approaches gives you a more defensible range.
- 03Can Doe access paywalled reports like Gartner or Forrester?Doe researches publicly available data. For paywalled sources, Doe often finds publicly cited excerpts, press releases, or summaries. If you have access to specific reports, you can provide them and Doe will incorporate the data.
- 04How does Doe handle markets where data is scarce?For emerging markets, Doe uses proxy indicators: adjacent market sizes, growth rates from analogous markets, job posting volumes, and funding data. The analysis clearly notes where proxy data is used and what the confidence level is.
- 05Can Doe update a previous market sizing analysis with new data?Yes. Point Doe at the previous analysis and it will crawl for updated data points, refreshing numbers while maintaining the same structure and methodology. Works well for annual updates or pre-board-meeting refreshes.
- 06Can I use the output in a pitch deck or board presentation?The Google Sheets model and Notion report are built to drop directly into pitch decks and board presentations. The structured format with citations meets the standard that investors expect.