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Size a market using your research

With Cowork, ask Claude a market question and get back an analysis with professional deliverables. Claude researches, calculates, and outputs a PowerPoint presentation, Excel workbook with detailed methodology, and Markdown source document with citations.
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  • Author
    Anthropic
  • Category
    Professional
  • Model
    Sonnet 4.5
  • Features
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    https://claude.com/resources/use-case/size-a-market-using-your-research
1

Describe the task

Cowork can run market sizing end-to-end — research, analysis, and formatted deliverables. Describe the market you're trying to understand and Cowork returns a presentation with TAM/SAM/SOM, an Excel workbook with the calculations, and a source document with citations.

Specify your market focus, geographic scope, and what outputs you need. Claude handles the research, applies the frameworks, and produces files ready to share.

I need a market sizing analysis for the enterprise project management software space in North America.

Include TAM/SAM/SOM calculations with your methodology, key market drivers and growth projections, competitive landscape overview, and investment implications.

Output as:

  • Executive PowerPoint (10-12 slides)
  • Excel workbook with detailed calculations
  • Markdown source document with all citations

Source all claims.

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2

Give Claude context

Cowork is a workspace in Claude for desktop where Claude works directly with your local files and saves deliverables to your computer. Start a Cowork session and grant folder access to any existing research, company data, or templates you want Claude to reference.

The more context you provide — market focus, geographic scope, time horizon, existing assumptions — the more targeted the analysis becomes.

Required context

To get started:

  • Download Claude for desktop if you haven't already
  • Start a Cowork session from the app
  • Grant folder access to where you want deliverables saved
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Optional context

  • Existing research, analyst reports, or internal data to incorporate
  • Company or product context for more tailored SOM calculations
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3

What Claude creates

Claude researches the market, applies the TAM/SAM/SOM framework, and generates three coordinated deliverables.

From Claude

I'll research the North American enterprise project management software market.

Done. I've created three files:

1. Enterprise_PM_Market_Sizing.pptx

  • TAM: $12.4B (2024), growing 11.2% annually
  • SAM: $4.8B (enterprise segment)
  • SOM: $720M

2. PM_Market_Calculations.xlsx

  • All calculations with methodology

3. Market_Sizing_Sources.md

  • All data points cited
4

Follow up prompts

Continue the conversation with Claude to refine, expand, or explore further.

Drill into a specific segment

Go deeper on the most attractive market. Focus research on a particular vertical, company size, or geographic sub-market.

"Drill into the mid-market segment (100-500 employees). What's the specific opportunity there and who's winning that space?"

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Build a sensitivity model

Make the calculations interactive. Create an Excel model where you can adjust key assumptions and see how the market size changes.

"Turn the Excel into a sensitivity model. Let me adjust the growth rate, market penetration, and competitive capture assumptions to see different scenarios."

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Generate competitor profiles

Research the competitive landscape in detail. Pull together profiles on the key players with recent moves, positioning, and market share estimates.

"Create detailed competitor profiles for the top 5 players. Include recent product launches, funding, reported revenue if available, and positioning."

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5

Tricks, tips, and troubleshooting

Triangulate estimates

Cross-check bottom-up calculations against analyst reports.

Build audit trails

Document all assumptions in the Excel.

Interpretation is yours

Claude surfaces data; you decide what it means.

Ready to try for yourself?

Give Cowork a market sizing question. Come back to a deck, a model, and sourced documentation ready to present.
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