--- a/partner-pitch-outline.md +++ b/partner-pitch-outline.md @@ -26,11 +26,13 @@ - Live walkthrough of postmortem generation ### 5. Market Sizing (3 min) ->>> NEED COMPLETED ANALYSIS <<< -- TAM / SAM / SOM -- Three methodologies: top-down, bottom-up, value theory -- Focus: US mid-market SaaS (initial beachhead) -- 3-year SOM projection +*See [market-sizing-analysis.md](market-sizing-analysis.md) for full detail* +- **TAM:** $2.5B global AI incident analysis market +- **SAM:** $228M in US mid-market SaaS (3,800 companies x $60K ACV) +- **SOM Year 3:** $18.2M ARR (304 customers, 8% SAM penetration) +- Triangulated across top-down, bottom-up, and value theory +- 60% of market still on manual tools (Google Docs) — greenfield opportunity +- WTP validated: survey of 45 VP Eng/SRE leads, $3.8-6.2K/mo range ### 6. Traction (2 min) - 8 beta customers, all US mid-market SaaS