# Share TAM, SAM and SOM assumptions with supporting sources Canonical: https://opendataroom.com/guides/market-sizing-evidence-pack Updated: 2026-10-17 Make a market-sizing conversation about definitions and evidence. Put the source population, relevant segment, pricing basis and obtainable-share assumption beside the deck. ## How OpenDataRoom helps Market: Startups, Investors, Accelerators Make a market-sizing conversation about definitions and evidence. Keep source documents organised in drops, like folders, and select named packs for each audience. OpenDataRoom manages access and request records; the recipient uses their own AI for analysis. Current AI tools return extracted text, not complete original files. - [Reusable private packs](/guides/control-data-access-ai): Keep the selected documents together for repeat questions and later reviews, within the displayed retention period. - [Source access for your AI](/guides/ai-document-connection): Let a compatible AI list, search and read the supplied text. Ask it to cite the file and passage so you can check the answer. - [Named recipients and separate packs](/guides/separate-packs-per-audience): Choose who can connect. Prepare separate packs when people are allowed to see different documents. ### Workflow impact A TAM, SAM and SOM assumptions review. Keep the selected evidence available through one authorised connection instead of assembling another set of attachments for each question. ### Bring these documents - Market sizing note.pdf - Market assumptions.csv - Evidence gaps.docx ### Prompt for your own compatible AI Using only this approved pack, make a market-sizing conversation about definitions and evidence. Start with this source question: Does the SOM follow from evidence or an assumed share? Cite the file and passage. Distinguish supplied facts, assumptions, missing evidence and contrary evidence. Do not infer human reading or investment intent from request records. Try the fictional source question on this page and check the cited evidence. To use your own documents, check compatibility and join the waiting list; private access is by invitation. ## Frequently asked questions ### Does a cited market estimate verify our revenue forecast? No. Market size, reachable segment and revenue forecast are different claims. Check definitions, source dates and conversion assumptions separately. ### What if a source cannot be redistributed? Include only material you are authorised to share, with its citation and a clear note about unavailable evidence. The service does not obtain a licence or fetch missing research for you. ### Can the ledger tell me whether an investor intends to proceed? It can show the tool requests received through an authorised connection, the source references requested and the response preparation outcomes. Those records can inform a useful clarification or follow-up. They do not prove that the investor personally read a result, that an AI relied on it, or that an investment decision was made. An AI app may issue several requests automatically. ### How does the recipient connect, and who gets access? Choose your own AI or invite the intended email recipient. For a private invitation, the recipient verifies the authorised email and completes the required approval flow, then adds the connection in a compatible AI app’s settings. Forwarding an invitation alone does not authorise a different email. Permission covers the selected pack; create separate packs when audiences may see different documents. ### Can I keep the files and end someone’s access? Your wallet contains source drops, like folders. Each named pack shares selected files or passages from one drop. The source drop and its access packs have separate deadlines. You can keep the source until its displayed retention deadline while ending a recipient’s future access. Choose a sharing window, revoke it earlier when needed, and approve an extension deliberately. Expiry cannot recall material that an AI app or recipient has already retrieved. ### What happens when I update or remove a file? After you review and accept a drop update, fresh authorised requests receive the current versions of files already selected for their packs. This does not force an AI to fetch the files again or refresh its existing chat context. New files do not join those packs automatically. Review changed selected passages explicitly. Removing a file or its permission stops future retrieval, and access-change notices are queued for affected recipients. Provider acceptance is not proof of inbox delivery. This cannot erase content already retrieved. ### What if my files or AI app are not supported? Check the compatibility guide and try the public service-information sample first. An app must support the required MCP connection and authorisation; pasting a URL into ordinary chat does not install it. Use supported text-based files and inspect the preparation report. Originals are retained in encrypted storage, but the current AI tools return extracted text, not complete original files. Charts, images and layout are not faithfully delivered by those tools. Image-only scans and standalone images are refused; no OCR, audio transcription or spreadsheet recalculation is provided. Current pilot limits are listed on the pricing page. ### What information is recorded about use of the pack? The ledger records requests received by the service, authorised connection references, requested source information and preparation outcomes. Recipients can also deliberately submit a request, comment or note after approving the exact text. The owner sees that message, the verified connection identity and time in Recipient inbox for up to 90 days, unless deleted sooner. Received does not mean read or answered; no agent or automatic research is started. It does not record the entire AI conversation. Search text is supplied by the AI and may differ from the human question. An AI can reuse retrieved material without making another request. Literal search can miss relevant material; neither a search nor a file request proves that the AI reviewed the entire pack. Owners can investigate no-match searches before deciding whether to clarify wording, repair extraction or add information. A no-match result alone is not proof that a document is missing. ### Who can read my files in the hosted connection? Private-library file names and contents are encrypted in the browser with your wallet key. A hosted AI connection uses a separate access copy that you approve and that the service can decrypt for authorised retrieval. The receiving AI gets the content it retrieves and applies its own data policies. An optional desktop connector can decrypt locally, but it requires installation and is not a universal mobile connection. Review the security and compatibility pages before choosing a route. ## Fictional example documents These are invented teaching documents, not customer evidence. ### Market sizing note.pdf Fictional TAM: 10,000 organisations at £1,000 annually. SAM: 2,000 eligible organisations at the same price. SOM assumes 1% of SAM. ### Market assumptions.csv Demonstration arithmetic: TAM £10m; SAM £2m; SOM £20,000 annually. Population, pricing and share assumptions are unvalidated. ### Evidence gaps.docx No independently verified customer-count source, conversion study or distribution-capacity evidence is included. ## A source question Does the SOM follow from evidence or an assumed share? Illustrative answer: It follows from an assumed 1% share of the £2m SAM, giving £20,000 annually. Arithmetic alone does not validate the share, price or customer count. Ask for acquisition capacity and source evidence. ## Show the assumptions behind the market-size calculation Keep the approved market-sizing note with dated source extracts and calculation assumptions. Ask the investor's AI to distinguish the addressable population from the portion the business expects to serve. An AI response can inspect the supplied assumptions; OpenDataRoom does not produce market research or validate a TAM. Keep every modelled number labelled. ## Sources and further reading ## Related workflows - https://opendataroom.com/guides/series-a-diligence-pack - https://opendataroom.com/guides/seed-fundraising-evidence-pack - https://opendataroom.com/guides/business-plan-review-pack Show the assumptions behind the market-size calculation. Start with the fictional documents on this page; no login is needed. For a real AI connection, try the separate public service-information sample before requesting private access. Admission is by invitation. Join the waiting list: https://opendataroom.com/signup Check compatibility and the separate public service-information sample: https://opendataroom.com/compatibility ## Try the fictional example https://opendataroom.com/example-demo.html?example=market-sizing-evidence-pack