Strategy & Research
Market sizing without the guesswork
Investor-ready TAM/SAM/SOM analysis with cited sources, built from public data in hours instead of weeks. ZeroTwo researches SEC filings, industry reports, and comparable datasets, then generates multiple sizing approaches in Google Sheets with full citations in Notion.
What changes
Source coverage
A handful of sources (what the analyst finds)
Broad crawl across public data sources
Citation quality
Inconsistent, sometimes missing
Every data point linked to source
Methodologies
Usually one approach
Top-down and bottom-up with triangulation
Confidence assessment
Implicit, unstated assumptions
Explicit confidence levels and sensitivity ranges
The question nobody has time to answer properly
The board wants a market sizing update for the annual strategy deck. The CEO needs TAM/SAM/SOM for the Series B pitch. The product team is evaluating a new vertical and needs to know if it's a $100M or $10B opportunity. Every one of these requests requires the same thing: weeks of research that nobody has time for.
Market sizing is a research-intensive, detail-oriented task that requires pulling data from dozens of sources: industry analyst reports (if you have access), SEC filings, census data, industry association publications, competitor revenue estimates, analyst blog posts, and job posting volumes as proxy indicators. Each data point needs to be extracted, validated, and cited. A credible market sizing analysis isn't a guess. It's a structured argument built on public evidence.
How ZeroTwo conducts market sizing research
Pulls SEC filings, census data, and analyst estimates
GoogleZeroTwo collected data points from SEC filings, census data, publicly cited analyst estimates, competitor revenue proxies, and industry reports — each tagged with source and confidence level
Builds top-down and bottom-up sizing models
GoogleZeroTwo produced two TAM/SAM/SOM models with sensitivity ranges, documented assumptions, and triangulation between approaches — ready to drop into a pitch deck
Cross-checks sources and flags confidence gaps
GoogleZeroTwo flagged 3 data points using proxy indicators and noted where direct data is unavailable, so you know exactly where the estimates are soft
Runs sensitivity analysis across key assumptions
GoogleZeroTwo tested how the TAM shifts under different growth rate and penetration assumptions, producing a defensible range rather than a single point estimate
Writes the full research report with citations
GoogleZeroTwo assembled a narrative report with methodology, source citations, confidence ratings, and an executive summary ready for your board deck
Get started in under 10 minutes
Connect your tools
One-click OAuth for each integration. No API keys, no engineering.
Describe what you need
“Size the North American AI-powered customer support market. Buyers are VP Support and CX leaders at mid-market SaaS companies. Give me top-down and bottom-up models with cited sources in Notion.”
It runs on schedule
Runs on demand and delivers the full report with citations to your workspace in hours.
Frequently asked questions
ZeroTwo prioritizes high-credibility sources (SEC filings, government data, major analyst firms) and flags lower-confidence data points. Every number includes a source citation and a confidence rating so you can assess the quality of each input.
Yes. ZeroTwo generates at least two approaches, typically a top-down analysis (starting from total market and narrowing) and a bottom-up analysis (building from unit economics up). Triangulation between approaches gives you a more defensible range.
ZeroTwo researches publicly available data. For paywalled sources, ZeroTwo often finds publicly cited excerpts, press releases, or summaries. If you have access to specific reports, you can provide them and ZeroTwo will incorporate the data.
For emerging markets, ZeroTwo uses proxy indicators: adjacent market sizes, growth rates from analogous markets, job posting volumes, and funding data. The analysis clearly notes where proxy data is used and what the confidence level is.
Yes. Point ZeroTwo at the previous analysis and it will crawl for updated data points, refreshing numbers while maintaining the same structure and methodology. Works well for annual updates or pre-board-meeting refreshes.
The Google Sheets model and Notion report are built to drop directly into pitch decks and board presentations. The structured format with citations meets the standard that investors expect.
Related workflows
- Strategy & ResearchCompetitor Intelligence Monitor
- Strategy & ResearchFunding & M&A Monitor
Stop doing the work your tools should do for you.
Set it up once. ZeroTwo runs it every time.