2min chapter

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch cover image

20VC: Bain's Matt Harris on Why Valuation And Market Size Are Not The Most Important Thing At Series A, Why Backing Sociopaths Can Work & Late Cycle Momentum Investing & The Changes That Will Stay in Venture Forever

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

CHAPTER

Rethinking Market Size: Focus on Problem-Solving over TAM

This chapter emphasizes the significance of market sizing in Series A investments, questioning the need for a large total addressable market (TAM). It illustrates that targeting niche problems for defined customer groups can yield substantial growth, using a case study of a company focusing on hourly workers' benefits.

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