What investors actually ask about your market

Most first-round decks open with a market number. Investors ask where it came from. When the answer is a slide with no publisher, date, or method, the conversation slows.

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Founders often pull a top-down figure from a report summary, then invent a bottom-up story to match it. Diligence treats those as two claims. If they diverge, one is wrong. The fix is a build you can take apart: customers counted per segment, multiplied by a price you have charged, with every figure linked to a source.

The result is predictable: the pitch gets past the first meeting, then stalls when the model and the market claim do not reconcile. Logifx starts with the brief (what you sell, to whom, at what price, where) and returns a market sizing memo with a triangulation check against a published aggregate.

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What the memo includes

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Sourced numbers do not replace founder judgment. They restore the ability to answer a diligence question without rebuilding the deck. Publisher, date, and link sit beside each figure so the path from claim to evidence is short.

Instead of a single TAM line, the memo shows segments, addressable counts, contract values, and a cross-check. The workbook is yours. Assumptions stay editable.

Founders no longer need to guess which segment count an investor will challenge. They can open the sourced table and answer. That is especially useful before a first raise, when there is no CFO and no analyst on payroll.

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The triangulation check

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The triangulation check puts the bottom-up build beside a published aggregate. When the two are far apart, one is wrong. That gap is useful: it forces a clean look at segment counts, prices, and geography before an investor finds it first.

A wide gap usually points to one of three things: a segment counted twice, a price that assumes full adoption, or a geography the published figure does not cover.

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What comes next

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Every deliverable ships with its sources and assumptions on the page, so the numbers keep working after the first meeting.

Market sizing is the first deliverable in Brief. Model and Map build on it. If you are testing whether the idea has a market, start with Market at $500. If you are raising soon, Model or Map adds the workbook and the investor path.