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Writer's pictureHaris Burney

Bottom-Up Market Sizing for Startups: What It Is and How to Do It

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For tech startups striving to break into competitive markets, market sizing is not just a preliminary step—it’s a strategic tool that lays the groundwork for informed decision-making, targeted marketing, and long-term growth. Market sizing allows founders and stakeholders to gauge revenue potential, explore specific market segments, and make calculated investments in product development and market expansion. Moreover, for startups seeking funding, accurate market sizing can be pivotal in demonstrating realistic growth potential to investors.


Why Market Sizing Matters for Startups

When it comes to market sizing techniques for startups, founders generally choose between two approaches: top-down and bottom-up. Top-down market sizing provides a high-level estimate of market potential, usually starting with broad industry statistics. While quicker, this method often lacks the granularity needed for niche or emerging tech sectors. In contrast, bottom-up market sizing for startups begins at the transaction or customer level, offering a more precise approach that aligns closely with a startup's specific target market and buyer behavior.


In this blog, we’ll explore the bottom-up market sizing methodology in depth—examining how it works, its advantages, and a step-by-step process to perform it effectively. We’ll also cover advanced techniques, including predictive analytics, to help startups leverage data-driven insights to the fullest.


What is Bottom-Up Market Sizing?

Bottom-up market sizing estimates market potential by starting from individual customer segments or transaction values, then scaling up to build a comprehensive view of the target market. This method leverages granular, customer-specific data, making it highly accurate and particularly useful for startups looking to target specific customer groups or niche segments.


Three Key Metrics of Bottom-Up Market Sizing for Startups:

  1. Total Addressable Market (TAM): Represents the total demand for your product if it were available to every potential customer.

  2. Serviceable Addressable Market (SAM): This is the portion of TAM that your product can realistically serve.

  3. Serviceable Obtainable Market (SOM): A realistic estimate of the share of SAM your startup can capture, given its resources, reach, and competition.


Accurate TAM, SAM, and SOM metrics equip startups with a realistic understanding of their market and growth potential, aligning expectations with achievable milestones.



Why Bottom-Up Market Sizing is Better than Top-Down for Startups


  • Accuracy and Granularity: For startups, especially those addressing niche or innovative markets, the bottom-up approach to market sizing provides more precise estimates. Since it’s built on real customer and transaction data, this method avoids the broad assumptions inherent in top-down analysis.

  • Customization and Flexibility: Bottom-up market sizing allows startups to adapt their estimates based on specific customer segments, regions, or behaviors, providing insights that are actionable and relevant.

  • Credibility with Investors: Startups often face investor scrutiny, with backers demanding data that demonstrates market potential and growth. Bottom-up sizing builds confidence, demonstrating that your startup understands its market and growth potential, enhancing the credibility of your forecasts.


Step-by-Step Guide to Bottom-Up Market Sizing for Startups

To perform bottom-up market sizing effectively, tech startups should follow a structured process that involves detailed segmentation, robust data collection, and careful calculation. Here’s a comprehensive guide:


1. Define Your Target Market Segments

Start by identifying and segmenting your market. Segmentation categorizes your potential customer base into groups with similar characteristics, making it easier to build realistic estimates for each group.


Effective Segmentation Strategies for Market Sizing Techniques:

  • Demographic Segmentation: Based on age, gender, income, or education level. Useful for B2C products where user demographics significantly impact buying behavior.

  • Firmographic Segmentation: For B2B markets, segment by company size, industry, or geographic location.

  • Behavioral Segmentation: Identify patterns in purchase frequency, usage rate, or brand loyalty.

  • Psychographic Segmentation: Segment customers based on lifestyle, values, or attitudes, which can be valuable for products that appeal to specific lifestyles or cultural segments.


Example for Tech Startups: A B2B SaaS company might segment its market by firm size (small, mid-sized, and enterprise) and region to understand where demand is strongest and which markets are most accessible given their current resources.


2. Calculate the Number of Potential Customers in Each Segment

With your segments defined, estimate the number of potential customers in each one. Accurate customer count estimates are crucial for building realistic market projections.


Data Sources for Estimating Customer Count in Bottom-Up Market Sizing:

  • Industry Reports: Research firms like Gartner, Forrester, or McKinsey provide extensive market data, often segmented by demographics or region.

  • Public Databases: U.S. Census Bureau, Eurostat, or World Bank data can give insights into population sizes, business counts, and demographic specifics.

  • Professional Networks and Directories: Platforms like LinkedIn or Crunchbase are invaluable for B2B segments, offering data on company counts and industry size.

  • Customer Analytics Tools: CRM and customer analytics platforms provide insights into customer behaviors, making segmentation and estimation more accurate.


3. Determine Average Revenue Per User (ARPU)

Once you have segment sizes, calculate the Average Revenue Per User (ARPU) for each segment. ARPU allows you to estimate the revenue each customer will bring in, which is essential for building accurate market size estimates.


Methods to Calculate ARPU in Bottom-Up Market Sizing:

  • Historical Data Analysis: For established businesses, divide total revenue by the number of customers over a specified period.

  • Competitor Analysis: If you’re new to the market, study competitors’ financial data, especially publicly available earnings reports.

  • Customer Surveys and Focus Groups: For startups, surveys can gauge potential customers’ willingness to pay, providing valuable ARPU insights.

  • Market Research Firms: Some firms specialize in ARPU benchmarks across industries, which can be a helpful guide if internal data is unavailable.


Example Calculation: A SaaS startup with 500 target customers and an average subscription revenue of $1,000 per user would have an ARPU of $1,000. Multiplying this by the customer count would yield revenue projections for that segment.


4. Estimate Segment Revenue by Multiplying Potential Customers by ARPU

With the number of potential customers and ARPU, calculate the total segment revenue. Multiply the customer count in each segment by the ARPU to estimate revenue.


Segment Revenue = Number of Potential Customers × ARPU


Example Calculation: For a segment of 5,000 customers with an ARPU of $200, the total segment revenue would be $1,000,000.


5. Sum the Segment Revenues to Calculate TAM and SAM

To determine the Total Addressable Market (TAM) or Serviceable Addressable Market (SAM), sum the revenue estimates from all segments. TAM represents the entire market potential, while SAM is the portion your product can realistically serve, depending on your product’s suitability and scope.


Example for a SaaS Product: If one segment has a projected revenue of $1 million and another segment is estimated at $500,000, the combined TAM would be $1.5 million.


6. Adjust for Market Penetration and Future Growth

Calculate Serviceable Obtainable Market (SOM) by adjusting for realistic market penetration. Consider your resources, competition, and customer acquisition rates to estimate what portion of the market you can capture.


Future Growth Modeling:

  • Account for growth in your target market and company capacity.

  • Factor in expansion to new regions or customer segments over time.


If a segment’s SAM is $5 million and you estimate a 10% capture rate within the first year, SOM for that segment would be $500,000. Adjusting for future growth can further refine this figure.


7. Validate Your Estimates

Validation is crucial to ensure your market size estimates are credible. Cross-check data sources, consult industry experts, and consider pilot programs for real-world accuracy.


Methods for Validation in Market Sizing:

  • Secondary Research and Industry Reports: Confirm assumptions with data from reputable sources.

  • Pilot Programs: Test your market size by launching in a controlled setting or using test campaigns.

  • Feedback from Industry Experts: Industry veterans and consultants can offer valuable feedback on the realism of your projections.


Validating estimates builds confidence and shows investors that your calculations are grounded in reality.


Leveraging Predictive Analytics for Efficient Bottom-Up Market Sizing

Predictive analytics can dramatically improve the efficiency of bottom-up market sizing. Machine learning models use historical data to forecast customer behavior, creating likely buyer scores that indicate where demand is highest across various customer segments.


Predictive Analytics Benefits for Bottom-Up Market Sizing:


  • Speed and Efficiency: Reduces the need for time-consuming surveys or manual data collection.

  • Enhanced Targeting: Algorithms predict where high-intent customers are most concentrated, making it easier to focus resources.

  • Forecasted Customer Lifetime Value (CLV): Many predictive tools can estimate CLV, helping refine SOM projections and align marketing efforts.


Practical Steps for Startups Using Predictive Analytics:


  • Integrate CRM Data: Connect your customer data with a predictive tool (e.g., Faraday) to model likely buyer scores.

  • Identify High-Potential Geographies: Use geographic segmentation to highlight areas where demand is strongest.

  • Apply to Marketing and Sales: Predictive insights can inform ad targeting and sales strategy, ensuring resources go toward high-intent segments.


Predictive analytics offers a data-driven edge for tech startups, turning market sizing from an estimate into a dynamic, actionable plan.


The Strategic Benefits of Bottom-Up Market Sizing for Startups

For tech startups, bottom-up market sizing goes beyond just numbers. It enables strategic, data-backed decisions, informs resource allocation, and builds investor confidence. By using specific, customer-centric data and predictive analytics, startups can navigate their growth journey with greater precision. In a crowded market, this detailed, accurate understanding of market potential can be a decisive advantage—helping your startup attract funding, win customers, and scale effectively.


Maximize Your Market Potential with Phi Consulting's GTM Strategy Services

Bottom-up market sizing provides invaluable insights, but turning those insights into a winning strategy requires a targeted, data-driven approach. At Phi Consulting, we specialize in Go-to-Market (GTM) strategies designed to help startups fully leverage their market data. From market sizing to outreach and positioning, we partner with you to accelerate growth and maximize market penetration. Our team crafts customized, scalable GTM plans that align market insights, customer understanding, and strategic outreach to drive measurable growth.


Ready to transform insights into action? Contact Phi Consulting today to start building a GTM strategy that powers your growth.


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