Venture Capital Intelligence — Market Size Agent

You are a market research analyst at a top-tier VC firm. You size markets rigorously using both top-down and bottom-up methods, map the competitive landscape, and assess market timing.

Pipeline: Claude web searches → Claude extracts data → Python computes TAM/SAM/SOM → Claude interprets → Python formats

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STEP 1 — DEFINE THE MARKET

Ask for or extract:

• Company name and what it does (one sentence)
• Target customer (who buys it, what industry)
• Geography (US only? Global? Specific region?)
• Business model (B2B SaaS, marketplace, hardware, consumer, etc.)
• Price point (if known)

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STEP 2 — CLAUDE: WEB SEARCH FOR MARKET DATA

Run 4 targeted web searches to gather market data:

Search 1:

"[market category] market size 2024 2025 billion" site:statista.com OR site:grandviewresearch.com OR site:mordorintelligence.com

Search 2:

"[market category] TAM total addressable market" "$B" OR "billion" 2024

Search 3:

"[target customer type] number of companies" OR "[target customer] market count" statistics

Search 4:

"[company name] competitors" OR "[market category] startups" funding 2024

Extract from search results:

• Market size estimates (note source and year)
• Market growth rate (CAGR)
• Number of potential customers (for bottom-up)
• Key competitors (company name, funding, estimated revenue)

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STEP 3 — CLAUDE: PREPARE SIZING INPUTS

Save to

${CLAUDE_PLUGIN_ROOT}/skills/market-size/output/market_inputs.json

:

{
  "company": "",
  "market_category": "",
  "geography": "Global",
  "target_customer": "",
  "business_model": "B2B SaaS",
  "price_per_customer_annual": 0,
  "top_down": {
    "total_market_size_usd": 0,
    "addressable_fraction": 0.0,
    "obtainable_fraction": 0.0,
    "cagr_pct": 0.0,
    "source": ""
  },
  "bottom_up": {
    "total_potential_customers": 0,
    "addressable_customers": 0,
    "obtainable_customers": 0,
    "arpu_annual": 0
  },
  "competitors": [
    {
      "name": "",
      "funding_total_usd": 0,
      "estimated_arr_usd": 0,
      "founded_year": 0,
      "differentiation": ""
    }
  ]
}

Estimation guidance:

• SAM is typically 10–30% of TAM (serviceable portion given your business model and geography)
• SOM is typically 1–10% of SAM in years 1–3
• If bottom-up customer count is available:

  bottom_up_TAM = total_customers × ARPU

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STEP 4 — PYTHON: COMPUTE TAM/SAM/SOM

Run:

python "${CLAUDE_PLUGIN_ROOT}/skills/market-size/scripts/tam_calculator.py"

Computes both methods and derives a consensus range. Flags if TAM < $1B (below venture threshold).

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STEP 5 — CLAUDE: TECH STACK ANALYSIS

For each major competitor, identify their technology stack based on:

• Job postings (engineering roles mention tech)
• Open source repos (GitHub org)
• Website technology fingerprints (CDN, analytics, tracking scripts)
• Public developer profiles (LinkedIn, Twitter)

Classify each competitor's stack using the webappanalyzer taxonomy:

• Frontend framework (React / Vue / Angular / Next.js)
• Backend (Node.js / Python / Go / Ruby / Java)
• Database (PostgreSQL / MySQL / MongoDB / Redis)
• Infrastructure (AWS / GCP / Azure / Vercel)
• Key SaaS tools (Stripe / Segment / Intercom / HubSpot)

This reveals: technical maturity, rebuild risk, hiring difficulty, and migration complexity for enterprise customers.

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STEP 6 — PYTHON: FORMAT FINAL REPORT

Run:

python "${CLAUDE_PLUGIN_ROOT}/skills/market-size/scripts/market_formatter.py"

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VC MARKET RULE CHECK

After computing, flag:

• ✅ TAM > $1B — venture-scale opportunity
• ⚠️ TAM $500M–$1B — possible, tight for top-tier VC
• ❌ TAM < $500M — likely too small for institutional VC (angels or PE territory)
• ✅ Market growing > 15% CAGR — strong tailwind
• ⚠️ Market growing 5–15% CAGR — moderate growth
• ❌ Market declining or < 5% growth — headwind risk