Most of this section is Phase 1 (🟢). Customer References are Phase 2 (🟡) — coordinate introductions with the founder before reaching out.

Internal Market Sizing 🟢

Present your TAM/SAM/SOM analysis with clear methodology. Show your assumptions transparently.

Metric Size Methodology Key Assumptions
TAM [X B] [Top-down / Bottom-up] [Core assumptions]
SAM [X B] [Describe filter] [Geographic/segment focus]
SOM [X M] [Realistic capture] [Based on GTM capacity]

[Upload detailed market sizing model]

Third-Party Studies and References 🟢

Link to or upload relevant industry reports, analyst coverage, or academic research that validates your market thesis.

Customer References 🟡

List 3-5 referenceable customers or design partners. Coordinate with the company before sharing — do not reach out to customers without the founder’s knowledge. Released on request during Phase 2 diligence.

Customer Use Case Contract Value Willing to Reference? Contact
[Company] [How they use your product] [ARR] Yes / No [Name, email]

Go-to-Market and Expansion Strategy 🟢

Describe your current GTM motion (direct sales, PLG, channel, etc.), your expansion playbook (geographic, vertical, product), and key milestones.

[Upload GTM strategy document]