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Market analysis is a detailed assessment of the market and customers that your business targets with its products and services.
\n\n\n\nA compelling pitch deck not only showcases your business idea but also provides investors with a clear understanding of the market opportunity. In the market analysis section, your goal is to paint a vivid picture of your target market and its potential, substantiated by robust data and analysis.
\n\n\n\nIn the words of Richard Dulude, Underscore VC Partner, “The market size slide is one of the most commonly wasted slides in a pitch deck”. This article will guide you on creating an impactful market analysis slide that addresses crucial investor questions.
\n\n\n\nBegin by clearly identifying your target customers. Investors want to know who your product or service is designed for. Define the characteristics of your ideal customer, including demographics, buying behavior, and preferences.
\n\n\n\nInvestors are keen on understanding the scope of your market. Break down the total market into segments, considering geographic locations and market segments. For instance, if you’re targeting small and medium-sized businesses (SMBs), specify the number of SMBs in your target geography and target industries.
\n\n\n\nProvide insights into the current market spending on products or services similar to yours. Total market spending and average spend per customer. Use data from reputable sources to showcase the annual spending in your target market. This figure will help investors gauge the revenue potential for your business.
\n\n\n\nInvestors are interested in the future. Use reliable data and forecasts to estimate how much the market is expected to grow over the next five years. This demonstrates the long-term viability of your business.
\n\n\n\n1. Bottom-Up Approach:
a. Calculate the number of potential customers.
b. Multiply by the average annual spend per customer.
2. Top-Down Approach:
a. Begin with an estimate of the overall market size (total annual spending by all customers in the market).
b. Apply filters based on your target customer, your offering, and geography.
3. Competitor Market Share:
a. Sum up revenues of main competitors.
b. Estimate their total market share.
c. Divide their total revenues with their total market share.
Combine all three approaches to calculate market share. If the estimates align, it strengthens the credibility of your analysis. The bottom-up approach is ideal for new markets or groundbreaking solutions, while top-down and competitor share approaches suit established markets.
\n\n\n\nTotal Addressable Market (TAM): The overall market demand for your product or service. This gives an idea of the maximum opportunity for your business at full scale.
\n\n\n\nServiceable Available Market (SAM): The portion of TAM applicable to your offering. This gives an idea of the opportunity for your business constrained by its operations (geographical focus, product functionality, customer segment focus, etc.).
\n\n\n\nServiceable Obtainable Market (SOM): The share of SAM you plan to capture within 5 years. Or simply put, the revenues you expect your business to earn in 5 years from now.
\n\n\n\nExpected Growth Rate of SAM: Crucial for new markets; it indicates future market size. The market might be small and at a nascent stage now, but if it is rapidly growing, you need to show the market opportunity in the future.
\n\n\n\nSupport the expected market growth rate with relevant market trends. This is especially important for high growth markets where you expect double or triple digit annual market growth.
\n\n\n\nA well-executed market analysis slide is a cornerstone of a compelling pitch deck. By answering questions about target customers, market size, and growth, backed by data from various approaches, you increase investor confidence in the revenue potential of your business. Remember, a thorough and well-supported market analysis that shows a large opportunity is a key step towards securing funding.
\n\n\n\n\n\n\n\nCheck out the Modeliks story as covered in The First Dispatch.
\n","slug":"mastering-the-market-analysis-slide-in-your-pitch-deck","date":"2023-12-20T15:06:00","categories":{"nodes":[{"id":"dGVybToxMg==","name":"Pitch Decks"}]},"mainCategory":{"mainCategory":["pitch-decks"],"videoHeader":null},"tags":{"nodes":[{"name":"market analysis"},{"name":"pitch deck"},{"name":"pitch deck slide"}]},"featuredImage":{"node":{"id":"cG9zdDoxOTI4","sourceUrl":"/images/cms/mastering-the-market-analysis-slide-in-your-pitch-deck.jpg","altText":""}},"seo":{"metaDesc":"The importance of the market analysis slide your pitch deck, steps how to create it, significance for your investor ready pitch deck........."},"modified":"2024-03-20T12:26:19","related":[{"id":"cG9zdDoxMTU0MQ==","title":"How Accountants Can Offer High-Margin Advisory Services","content":"\nThe accounting profession is shifting. Compliance and bookkeeping remain essential, but today’s clients expect more. They want guidance on how to run their business smarter, manage cash flow, and plan for the future.
\n\n\n\nAccording to a CPA.com survey:
\n\n\n\nThis means the demand is already there. The opportunity for accounting firms is clear: move beyond bookkeeping into high-margin advisory services.
\n\n\n\nFor most small and mid-sized firms, the hesitation is simple:
❌ Limited staff time
❌ No standardized tools for forecasting & reporting
❌ Concern about overcomplicating workflows
The good news? Advisory can be delivered at scale, without adding headcount or creating inefficiencies — if you have the right system.
\n\n\n\nModeliks helps accountants transform their existing relationships into advisory partnerships by automating the heavy lifting.
\n\n\n\nHere’s how it works in practice:
\n\n\n\n1️⃣ Connect QuickBooks in Minutes
Sync client actuals directly — no messy spreadsheets or manual imports.
2️⃣ Build Budgets & Automated Financials
Instantly generate a forward-looking P&L, Balance Sheet, and Cash Flow statement, tailored to each client.
3️⃣ Deliver Dashboards & Variance Analysis
Clients see Actual vs. Plan vs. Previous Periods. You provide insight into why numbers moved — without building reports from scratch each month.
Firms using Modeliks see:
✅ New revenue streams by offering planning & reporting as premium packages
✅ Higher client retention thanks to consistent value beyond compliance
✅ No extra headcount required, since processes are automated
✅ Improved positioning as trusted advisors, not just bookkeepers
As one accountant put it:
\n\n\n\n\n\n\n\n\n“Our clients can now make confident decisions. For us it’s a game-changer — we finally sell insight, not just compliance.”
\n
Client expectations are rising. Competitors are moving into advisory. Technology makes it easier than ever to scale.
\n\n\n\nIf you’re an accountant or firm owner, now is the time to position your practice for the next decade. Advisory services are not just an add-on — they’re the future of accounting.
\n\n\n\n📽️ Watch the full video playbook here: https://www.youtube.com/watch?v=UlQEwnWOdKQ.
🌐 Explore how Modeliks can help you launch advisory services in under an hour -> HERE.
📩 Or reach out to us directly to explore how Modeliks can be tailored for your firm.
\n\n\n\nEnjoy Modeliks! We know we are!
\n\n\n\nAuthor:
Modeliks Team
Running a professional services business is demanding. Whether you’re a founder, consultant, accountant, or finance leader, the challenges are similar:
\n\n\n\nThe truth? Many services firms outgrow spreadsheets faster than they realize. A project-based business requires a planning and reporting framework that adapts as you grow – not one that breaks every time a new client, project, or team member comes onboard.
\n\n\n\nThat’s where having a structured financial planning and reporting system becomes a game-changer.
\n\n\n\nThis strategic framework is designed for:
\n\n\n\nIf you run a project-based business, use timesheets, or manage multiple clients, this playbook is for you.
\n\n\n\nProfessional services firms often face profitability challenges because margins are tied to capacity, efficiency, and client mix. Here’s where the right planning approach makes a difference:
\n\n\n\nEach project has its own revenue, costs, and resources. Without project-level visibility, it’s impossible to know which work is actually profitable.
\n\n\n\nIt’s not enough to create a yearly budget. Monthly actuals vs. plan reporting helps you quickly see where projects are off track and adjust before problems snowball.
\n\n\n\nWhat happens if a big client leaves? Or if you add two more consultants next quarter? Scenario planning gives you the confidence to make tough decisions with numbers to back them up.
\n\n\n\nEmployee utilization is the heartbeat of a services firm. By linking financial forecasts to billable hours, staffing, and client demand, you can identify bottlenecks and prevent costly underutilization.
\n\n\n\nAt Modeliks, we’ve built a platform that turns these best practices into a structured, repeatable process.
\n\n\n\nWith Modeliks, you can:
\n\n\n\nMost firms wait until they have 100+ employees to rethink planning. But the truth is, dimensional planning and reporting matters at 20 employees, as much as at 200.
\n\n\n\nThe earlier you set up a scalable framework, the faster you can:
\n\n\n\nGrowing a professional services business isn’t just about winning more clients — it’s about building a system that lets you manage projects, measure performance, and grow profitably.
\n\n\n\nThat’s what this playbook is about — and why we built Modeliks.
\n\n\n\n👉 If you want to see how Modeliks can help you manage and grow your services firm, watch the full video walkthrough here.
\n\n\n\n📩 Or reach out to us directly to explore how Modeliks can be tailored for your firm.
\n\n\n\nEnjoy Modeliks! We know we are!
\n\n\n\nAuthor:
Modeliks Team
Today we released a massive new update of Modeliks. A multidimensional Modeliks 2.0. I am both happy and sad to see Modeliks grow up. I liked baby Modeliks. He was cute and a little clumsy. Now, we created a beast.
\n\n\n\nWe listened to your feedback and made Modeliks by far the best financial planning and reporting tool for SMEs. Alright, I might be a bit subjective, but here is what’s new:
\n\n\n\nAnd there is a lot more to come in the next few months. Stay tuned for new features, and in the mean-time, plan, manage and grow your business with Modeliks 2.0.
\n\n\n\nLet’s recap. Now you can:
\n\n\n\nEnjoy Modeliks 2.0! We know we are!
\n\n\n\nAuthor:
Modeliks Team