Build Market Sizing Models with AI
TAM, SAM, and SOM in minutes, not days. Compound combines your research with public data to build top-down and bottom-up market sizing, with cited sources and editable Excel assumptions you fully control.
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How Market Sizing Works
Describe the market
Tell the AI Analyst the market you want to size and upload any research you have: analyst reports, filings, surveys, or your own data. Compound also draws on public data.
Choose your approach
Ask for top-down, bottom-up, or both. Define the segments, geographies, and drivers that matter, and set the assumptions you want to build the sizing on.
Get an editable Excel model
Receive a TAM/SAM/SOM workbook with real formulas and clearly separated assumptions, every input cited back to the source so you can defend and extend it.
Why Market Sizing Is Hard to Get Right
A credible market size has to reconcile messy sources, defensible assumptions, and a method that survives scrutiny.
Sources disagree with each other
Analyst reports, filings, and surveys quote different market figures with different definitions and base years. Reconciling them into one coherent number takes hours of manual cross-referencing.
Top-down and bottom-up rarely tie
A defensible sizing needs both a top-down and a bottom-up view that roughly agree. Building each separately and reconciling the gap is tedious and easy to fudge.
Assumptions get buried in formulas
In hand-built models, growth rates, penetration, and pricing assumptions get hard-coded deep inside cells, making the sizing impossible to flex or audit later.
No source trail when challenged
When an IC or client asks where a number came from, tracing each input back to its source is painful, and an unsourced market size undermines the whole analysis.
Why Compound Excels at Market Sizing
Top-down and bottom-up in one model
Compound builds both approaches and reconciles them side by side, so your TAM/SAM/SOM is triangulated rather than resting on a single source.
Assumptions you can edit and flex
Every driver (growth, penetration, pricing) sits in clearly separated, editable Excel cells with real formulas. Change one assumption and the whole model updates.
Every input cited to its source
Each figure links back to the research or public data it came from, so your market sizing holds up when the IC or client asks where the numbers came from.
Why teams switch from analyst reports and manual models
For market sizing, the difference is a defensible method and inputs you can trace, not a single headline number.
Combining multiple sources
- Manual research + Excel
- Manual cross-referencing
- Off-the-shelf reports
- Single vendor's view
- Compound
- Reconciles your research + public data
Top-down and bottom-up
- Manual research + Excel
- Built separately, hard to tie
- Off-the-shelf reports
- Usually top-down only
- Compound
- Both, reconciled in one model
Editable assumptions
- Manual research + Excel
- Buried in hard-coded cells
- Off-the-shelf reports
- Static PDF figures
- Compound
- Separated, editable Excel drivers
Source traceability
- Manual research + Excel
- Manual footnotes
- Off-the-shelf reports
- Methodology often opaque
- Compound
- Every input cited to its source
Scenario analysis
- Manual research + Excel
- Rebuild for each case
- Off-the-shelf reports
- Not supported
- Compound
- Flex assumptions in conversation
Built for teams that size markets under scrutiny
Venture Capital
Pressure-test a founder's TAM claims and build your own bottom-up market sizing from research, filings, and public data, cited and ready for the IC memo.
Growth Equity
Size addressable markets and penetration scenarios for later-stage diligence, with editable assumptions you can flex across bull, base, and bear cases.
Corporate Strategy
Evaluate new markets and adjacencies. Build defensible TAM/SAM/SOM analyses for board and executive discussions, grounded in cited sources.
Consulting
Produce client-ready market sizing fast. Combine top-down industry data with bottom-up unit economics into one auditable, editable model.
Describe a market and get a sized model in minutes
Frequently Asked Questions
Top-down starts from a total industry figure and narrows to your addressable segment; bottom-up builds up from units, pricing, and penetration. Compound can produce either or both, then reconcile the two into a triangulated TAM, SAM, and SOM.
Compound combines any research you upload (analyst reports, filings, surveys, your own data) with public data it can access. Every figure it uses is cited back to the source it came from.
Yes. Growth rates, penetration, pricing, and other drivers sit in clearly separated Excel cells with real formulas. Change any assumption and the model recalculates, so you can flex bull, base, and bear cases.
Compound is SOC 2 Type II certified with AES-256 encryption at rest and in transit. Your documents are never used for model training, and VPC deployments are available for teams with the highest security requirements.
Yes. If you don't have research on hand, Compound can build an initial sizing from public data and stated assumptions, then refine it as you add your own sources. It always shows where each input came from.
Yes. Ask Compound to flex penetration, pricing, or growth to build bull, base, and bear cases in the same workbook. Because the assumptions are editable formulas, scenarios update without rebuilding the model.
Compound surfaces the differences between sources, notes the definitions and base years each uses, and lets you choose how to reconcile them. The reasoning and citations stay visible so the final number is defensible.
The primary output is an editable Excel model with formulas and cited assumptions. Compound can also assemble a Word write-up or a PowerPoint summary of the sizing for IC memos and client decks.
Yes. Refine segments, add a geography, swap in a new source, or adjust the method, all in the same chat. Each change builds on the previous model instead of starting from scratch.