@riligar/agents-kit 1.10.0 → 1.11.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
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- ---
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- name: riligar-business-startup-financial
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- type: business
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- description: Create detailed 3-5 year financial model with revenue, costs, cash flow, and scenarios. Use when building financial projections for startups or fundraising.
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- ---
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-
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- # Financial Projections
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- Create a comprehensive 3-5 year financial model with revenue projections, cost structure, headcount planning, cash flow analysis, and three-scenario modeling (conservative, base, optimistic) for startup financial planning and fundraising.
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- ## Use this skill when
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- - Working on financial projections tasks or workflows
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- - Needing guidance, best practices, or checklists for financial projections
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-
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- ## Do not use this skill when
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-
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- - The task is unrelated to financial projections
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- - You need a different domain or tool outside this scope
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-
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- ## Instructions
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-
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- - Clarify goals, constraints, and required inputs.
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- - Apply relevant best practices and validate outcomes.
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- - Provide actionable steps and verification.
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- - If detailed examples are required, open `resources/implementation-playbook.md`.
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-
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- ## What This Command Does
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- This command builds a complete financial model including:
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- 1. Cohort-based revenue projections
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- 2. Detailed cost structure (COGS, S&M, R&D, G&A)
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- 3. Headcount planning by role
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- 4. Monthly cash flow analysis
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- 5. Key metrics (CAC, LTV, burn rate, runway)
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- 6. Three-scenario analysis
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-
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- ## Instructions for Claude
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- When this command is invoked, follow these steps:
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-
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- ### Step 1: Gather Model Inputs
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- Ask the user for essential information:
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- **Business Model:**
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- - Revenue model (SaaS, marketplace, transaction, etc.)
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- - Pricing structure (tiers, average price)
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- - Target customer segments
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- **Starting Point:**
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- - Current MRR/ARR (if any)
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- - Current customer count
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- - Current team size
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- - Current cash balance
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- **Growth Assumptions:**
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- - Expected monthly customer acquisition
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- - Customer retention/churn rate
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- - Average contract value (ACV)
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- - Sales cycle length
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- **Cost Assumptions:**
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- - Gross margin or COGS %
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- - S&M budget or CAC target
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- - Current burn rate (if applicable)
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- **Funding:**
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- - Planned fundraising (amount, timing)
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- - Pre/post-money valuation
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- ### Step 2: Activate startup-financial-modeling Skill
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- The startup-financial-modeling skill provides frameworks. Reference it for:
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- - Revenue modeling approaches
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- - Cost structure templates
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- - Headcount planning guidance
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- - Scenario analysis methods
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- ### Step 3: Build Revenue Model
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- **Use Cohort-Based Approach:**
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- For each month, track:
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- 1. New customers acquired
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- 2. Existing customers retained (apply churn)
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- 3. Revenue per cohort (customers × ARPU)
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- 4. Expansion revenue (upsells)
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- **Formula:**
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- ```
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- MRR (Month N) = Σ across all cohorts:
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- (Cohort Size × Retention Rate × ARPU) + Expansion
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- ```
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- **Project:**
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- - Monthly detail for Year 1-2
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- - Quarterly detail for Year 3
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- - Annual for Years 4-5
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- ### Step 4: Model Cost Structure
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- Break down operating expenses:
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- **1. Cost of Goods Sold (COGS)**
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- - Hosting/infrastructure (% of revenue or fixed)
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- - Payment processing (% of revenue)
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- - Variable customer support
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- - Third-party services
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- Target gross margin:
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- - SaaS: 75-85%
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- - Marketplace: 60-70%
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- - E-commerce: 40-60%
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- **2. Sales & Marketing (S&M)**
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- - Sales team compensation
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- - Marketing programs
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- - Tools and software
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- - Target: 40-60% of revenue (early stage)
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- **3. Research & Development (R&D)**
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- - Engineering team
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- - Product management
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- - Design
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- - Target: 30-40% of revenue
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- **4. General & Administrative (G&A)**
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- - Executive team
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- - Finance, legal, HR
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- - Office and facilities
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- - Target: 15-25% of revenue
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- ### Step 5: Plan Headcount
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- Create role-by-role hiring plan:
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- **Reference team-composition-analysis skill for:**
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- - Roles by stage
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- - Compensation benchmarks
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- - Hiring velocity assumptions
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- **For each role:**
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- - Title and department
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- - Start date (month/quarter)
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- - Base salary
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- - Fully-loaded cost (salary × 1.3-1.4)
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- - Equity grant
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- **Track departmental ratios:**
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- - Engineering: 40-50% of team
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- - Sales & Marketing: 25-35%
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- - G&A: 10-15%
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- - Product/CS: 10-15%
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- ### Step 6: Calculate Cash Flow
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- Monthly cash flow projection:
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- ```
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- Beginning Cash Balance
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- + Cash Collected (revenue, consider payment terms)
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- - Operating Expenses
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- - CapEx
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- = Ending Cash Balance
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- Monthly Burn = Revenue - Expenses (if negative)
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- Runway = Cash Balance / Monthly Burn Rate
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- ```
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- **Include Funding Events:**
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- - Timing of raises
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- - Amount raised
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- - Use of proceeds
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- - Impact on cash balance
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- ### Step 7: Compute Key Metrics
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- Calculate monthly/quarterly:
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- **Unit Economics:**
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- - CAC (S&M spend / new customers)
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- - LTV (ARPU × margin% / churn rate)
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- - LTV:CAC ratio (target > 3.0)
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- - CAC payback period (target < 18 months)
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- **Efficiency Metrics:**
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- - Burn multiple (net burn / net new ARR) - target < 2.0
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- - Magic number (net new ARR / S&M spend) - target > 0.5
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- - Rule of 40 (growth% + margin%) - target > 40%
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- **Cash Metrics:**
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- - Monthly burn rate
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- - Runway in months
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- - Cash efficiency
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- ### Step 8: Create Three Scenarios
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- Build conservative, base, and optimistic projections:
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- **Conservative (P10):**
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- - New customers: -30% vs. base
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- - Churn: +20% vs. base
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- - Pricing: -15% vs. base
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- - CAC: +25% vs. base
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- **Base (P50):**
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- - Most likely assumptions
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- - Primary planning scenario
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- **Optimistic (P90):**
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- - New customers: +30% vs. base
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- - Churn: -20% vs. base
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- - Pricing: +15% vs. base
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- - CAC: -25% vs. base
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- ### Step 9: Generate Financial Model Report
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- Create comprehensive markdown report with tables:
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- **Section 1: Executive Summary**
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- - 3-5 year financial snapshot
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- - Key metrics at scale
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- - Funding requirements
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- **Section 2: Model Assumptions**
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- - Revenue model and pricing
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- - Growth assumptions
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- - Cost structure assumptions
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- - Headcount plan summary
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- **Section 3: Revenue Projections**
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- Monthly/quarterly tables showing:
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- ```
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- | Month | New Customers | Total Customers | MRR | ARR | Growth % |
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- |-------|---------------|-----------------|-----|-----|----------|
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- ```
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- **Section 4: Cost Breakdown**
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- ```
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- | Department | Year 1 | Year 2 | Year 3 | % Revenue |
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- |------------|--------|--------|--------|-----------|
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- | COGS | $X | $Y | $Z | XX% |
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- | S&M | $X | $Y | $Z | XX% |
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- | R&D | $X | $Y | $Z | XX% |
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- | G&A | $X | $Y | $Z | XX% |
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- ```
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- **Section 5: Headcount Plan**
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- ```
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- | Department | Current | Year 1 | Year 2 | Year 3 |
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- |------------|---------|--------|--------|--------|
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- | Engineering| X | Y | Z | W |
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- ```
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- **Section 6: Cash Flow Analysis**
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- ```
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- | Quarter | Revenue | Expenses | Net Burn | Cash Balance | Runway |
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- |---------|---------|----------|----------|--------------|--------|
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- ```
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- **Section 7: Key Metrics**
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- ```
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- | Metric | Year 1 | Year 2 | Year 3 | Target |
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- |--------|--------|--------|--------|--------|
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- | CAC | $X | $Y | $Z | <$A |
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- | LTV | $X | $Y | $Z | >$B |
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- | Burn Multiple | X | Y | Z | <2.0 |
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- ```
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- **Section 8: Scenario Analysis**
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- ```
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- | Scenario | Year 3 ARR | Customers | Burn | Runway |
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- |----------|------------|-----------|------|--------|
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- | Conservative | $Xم | Y | $Z | W mo |
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- | Base | $X | Y | $Z | W mo |
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- | Optimistic | $X | Y | $Z | W mo |
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- ```
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- **Section 9: Funding Requirements**
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- - Amount needed
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- - Use of proceeds breakdown
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- - Milestones to achieve
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- - Expected valuation impact
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- **Section 10: Validation**
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- - Sanity checks performed
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- - Benchmark comparisons
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- - Risk factors
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- - Assumptions to monitor
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- ### Step 10: Save Model
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- Offer to save as markdown file:
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- - Suggest filename: `financial-projections-YYYY-MM-DD.md`
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- - Include note that user can convert to Excel/Sheets
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- - Provide formulas for key calculations
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- ## Financial Model Best Practices
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- **Do:**
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- - Use cohort-based revenue model
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- - Include 3 scenarios
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- - Show monthly detail (Year 1-2)
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- - Calculate key metrics
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- - Validate against benchmarks
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- - Document all assumptions
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- - Show cash flow and runway
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- - Include fundraising milestones
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- **Don't:**
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- - Be overly optimistic on growth
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- - Underestimate costs
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- - Forget fully-loaded compensation
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- - Ignore cash timing
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- - Skip scenario analysis
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- - Use static headcount
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- - Forget to validate
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- ## Integration with Other Commands
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- Pairs well with:
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- - `/market-opportunity` - Use SOM for revenue ceiling
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- - `/business-case` - Include projections in business case
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- ## Example Usage
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- ```
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- User: /financial-projections
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- Claude: I'll create a comprehensive financial model for your startup. Let me gather the key inputs.
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- What's your business model?
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- → "B2B SaaS, subscription-based"
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- Current state?
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- → "$50K MRR, 100 customers, 5-person team, $500K cash"
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- Growth assumptions?
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- → "Expect 15% MoM growth, 10% monthly churn, $500 ACV"
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- [Claude builds complete model with all sections]
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- ```
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- ## Notes
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- - Model building takes 45-90 minutes
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- - Results in comprehensive planning tool
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- - Update monthly to track vs. actuals
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- - Share with investors and board
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- - Use for fundraising decks
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- - Basis for budget and hiring decisions
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- ---
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- name: riligar-business-startup-market
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- type: business
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- description: Generate comprehensive market opportunity analysis with TAM/SAM/SOM calculations. Use when analyzing market size and opportunity for startups.
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- ---
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- # Market Opportunity Analysis
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- Generate a comprehensive market opportunity analysis for a startup, including Total Addressable Market (TAM), Serviceable Available Market (SAM), and Serviceable Obtainable Market (SOM) calculations using both bottom-up and top-down methodologies.
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- ## Use this skill when
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- - Working on market opportunity analysis tasks or workflows
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- - Needing guidance, best practices, or checklists for market opportunity analysis
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- ## Do not use this skill when
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- - The task is unrelated to market opportunity analysis
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- - You need a different domain or tool outside this scope
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- ## Instructions
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- - Clarify goals, constraints, and required inputs.
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- - Apply relevant best practices and validate outcomes.
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- - Provide actionable steps and verification.
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- - If detailed examples are required, open `resources/implementation-playbook.md`.
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- ## What This Command Does
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- This command guides through an interactive market sizing process to:
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- 1. Define the target market and customer segments
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- 2. Gather relevant market data
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- 3. Calculate TAM using bottom-up methodology
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- 4. Validate with top-down analysis
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- 5. Narrow to SAM with appropriate filters
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- 6. Estimate realistic SOM (3-5 year opportunity)
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- 7. Present findings in a formatted report
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- ## Instructions for Claude
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- When this command is invoked, follow these steps:
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- ### Step 1: Gather Context
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- Ask the user for essential information:
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- - **Product/Service Description:** What problem is being solved?
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- - **Target Customers:** Who is the ideal customer? (industry, size, geography)
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- - **Business Model:** How does pricing work? (subscription, transaction, etc.)
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- - **Stage:** What stage is the company? (pre-launch, seed, Series A)
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- - **Geography:** Initial target market (US, North America, Global)
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- ### Step 2: Activate market-sizing-analysis Skill
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- The market-sizing-analysis skill provides comprehensive methodologies. Reference it for:
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- - Bottom-up calculation frameworks
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- - Top-down validation approaches
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- - Industry-specific templates
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- - Data source recommendations
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- ### Step 3: Conduct Bottom-Up Analysis
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- **For B2B/SaaS:**
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- 1. Define customer segments (company size, industry, use case)
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- 2. Estimate number of companies in each segment
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- 3. Determine average contract value (ACV) per segment
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- 4. Calculate TAM: Σ (Segment Size × ACV)
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- **For Consumer/Marketplace:**
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- 1. Define target user demographics
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- 2. Estimate total addressable users
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- 3. Determine average revenue per user (ARPU)
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- 4. Calculate TAM: Total Users × ARPU × Frequency
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- **For Transactions/E-commerce:**
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- 1. Estimate total transaction volume (GMV)
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- 2. Determine take rate or margin
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- 3. Calculate TAM: Total GMV × Take Rate
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- ### Step 4: Gather Market Data
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- Use available tools to research:
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- - **WebSearch:** Find industry reports, market size estimates, public company data
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- - **Cite all sources** with URLs and publication dates
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- - **Document assumptions** clearly
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- Recommended data sources (from skill):
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- - Government data (Census, BLS)
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- - Industry reports (Gartner, Forrester, Statista)
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- - Public company filings (10-K reports)
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- - Trade associations
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- - Academic research
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- ### Step 5: Top-Down Validation
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- Validate bottom-up calculation:
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- 1. Find total market category size from research
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- 2. Apply geographic filters
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- 3. Apply segment/product filters
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- 4. Compare to bottom-up TAM (should be within 30%)
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- If variance > 30%, investigate and explain differences.
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- ### Step 6: Calculate SAM
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- Apply realistic filters to narrow TAM:
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- - **Geographic:** Regions actually serviceable
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- - **Product Capability:** Features needed to serve
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- - **Market Readiness:** Customers ready to adopt
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- - **Addressable Switching:** Can reach and convert
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- Formula:
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- ```
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- SAM = TAM × Geographic % × Product Fit % × Market Readiness %
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- ```
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- ### Step 7: Estimate SOM
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- Calculate realistic obtainable market share:
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- **Conservative Approach (Recommended):**
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- - Year 3: 2-3% of SAM
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- - Year 5: 4-6% of SAM
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- **Consider:**
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- - Competitive intensity
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- - Available resources (funding, team)
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- - Go-to-market effectiveness
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- - Differentiation strength
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- ### Step 8: Create Market Sizing Report
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- Generate a comprehensive markdown report with:
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- **Section 1: Executive Summary**
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- - Market opportunity in one paragraph
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- - TAM/SAM/SOM headline numbers
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- **Section 2: Market Definition**
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- - Problem being solved
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- - Target customer profile
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- - Geographic scope
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- - Time horizon
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- **Section 3: Bottom-Up Analysis**
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- - Customer segment breakdown
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- - Segment sizing with sources
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- - TAM calculation with formula
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- - Assumptions documented
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- **Section 4: Top-Down Validation**
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- - Industry category and size
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- - Filter application
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- - Validated TAM
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- - Comparison to bottom-up
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- **Section 5: SAM Calculation**
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- - Filters applied with rationale
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- - SAM formula and result
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- - Segment-level breakdown
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- **Section 6: SOM Projection**
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- - Market share assumptions
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- - Year 3 and Year 5 estimates
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- - Customer count implications
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- - Revenue projections
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- **Section 7: Market Growth**
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- - Industry growth rate (CAGR)
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- - Key growth drivers
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- - 5-year market evolution
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- **Section 8: Validation and Sanity Checks**
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- - Public company comparisons
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- - Customer count validation
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- - Competitive context
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- **Section 9: Investment Thesis**
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- - Market opportunity assessment
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- - Key positives and risks
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- - Venture-scale potential
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- - Next steps
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- ### Step 9: Save Report
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- Offer to save the report as a markdown file:
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- - Suggest filename: `market-opportunity-analysis-YYYY-MM-DD.md`
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- - Use Write tool to create file
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- - Confirm file location with user
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- ## Tips for Best Results
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- **Do:**
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- - Start with bottom-up (most credible)
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- - Always triangulate with top-down
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- - Cite all data sources
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- - Document every assumption
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- - Be conservative on SOM
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- - Compare to public company benchmarks
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- - Explain any data gaps or limitations
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- **Don't:**
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- - Rely solely on top-down
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- - Cherry-pick optimistic data
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- - Claim >10% SOM without strong justification
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- - Mix methodologies inappropriately
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- - Ignore competitive context
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- - Skip validation steps
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- ## Example Usage
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- ```
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- User: /market-opportunity
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- Claude: I'll help you create a comprehensive market opportunity analysis. Let me start by gathering some context.
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- What product or service are you analyzing?
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- → "AI-powered email marketing for e-commerce companies"
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- Who are your target customers?
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- → "E-commerce companies with $1M+ annual revenue in North America"
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- What's your pricing model?
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- → "Subscription: $50-500/month based on email volume, average $300/month"
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- [Claude proceeds with analysis, gathering data, calculating TAM/SAM/SOM, and generating report]
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- ```
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- ## Integration with Other Commands
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- This command pairs well with:
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- - `/financial-projections` - Use SOM to build revenue model
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- - `/business-case` - Include market sizing in business case
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- ## Notes
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- - Market sizing typically takes 30-60 minutes for thorough analysis
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- - Quality depends on data availability - explain limitations
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- - Update annually as market evolves
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- - Conservative estimates build credibility with investors