Research
Market and competitive research for the pitch and strategy.
Track what we know, where it came from, and what we still need to find.
Overview
This page is the working doc for investor-backed research: market size, competitor data, and open questions. Keep sources and dates so we can refresh and cite cleanly.
Market (TAM / SAM / SOM)
| Term | Definition | Our number | Source | Date |
|---|---|---|---|---|
| TAM | Total addressable market | e.g. $X Bn US consumers who use SMS and have a bank account | e.g. Census + Pew | |
| SAM | Serviceable addressable market | e.g. $Y Bn who want a text-based money companion | e.g. survey or proxy | |
| SOM | Serviceable obtainable market | e.g. Z% of SAM in 5 years | e.g. model |
Replace with your numbers and add rows (e.g. by segment or geography).
Competitive research
| Competitor / category | Key metrics (users, revenue, positioning) | Source | Date |
|---|---|---|---|
| e.g. Mint / budgeting apps | e.g. X users, acquired by Intuit | e.g. press, Crunchbase | |
| e.g. PFM / aggregation | |||
| e.g. AI / chatbot money |
Link to Positioning & competitors for how we position vs. these.
Research to do
- e.g. Get latest TAM source and refresh number.
- e.g. Find revenue or user stats for [Competitor X].
- e.g. Survey or proxy for "would use a text-based money assistant".
- e.g. Unit economics: CAC and LTV assumptions and sources.
Add items as you find gaps; move to the tables above when done.
Sources & links
| Topic | Link / citation | Notes |
|---|---|---|
| e.g. US banking penetration | e.g. FDIC survey URL | |
| e.g. Competitor funding | e.g. Crunchbase / press |
Use this page to back up the Pitch deck market and competition slides.