VC case study question!!
Hi Everyone! I'm currently working on a VC case study where I have to come up with an investment memo for a SaaS company. The team sent over a bunch of data / info on the company, and one of the steps includes a TAM calculation. In thedeck, they included a SOM Calculation, that had the number of addressable firms and the annual contract value. The table then showed the SOM calculation which was taking a % of that TAM (so it showed like 5% capture, 10%, 15% capture etc.). My question is - can I use those numbers for my calculation? The # of addressable firms and the annual contract value? Or should I go out and come up with my own? I know this might be a dumb question but I'm very much not sure. Also, using those numbers gives a relatively low TAM of ~$700M. Thanks in advance everyone!!!