skip to content
New Literacy Technology Consultants

Creating a Market Analysis Document

/ 2 min read

Risk Assessment

What to Include

  1. Industry Overview
    • Size of the industry (total revenue, units sold, etc.)
    • Growth trends (past 5 years and projections)
    • Economic, regulatory, or technological drivers
  2. Target Market
    • Specific customer segments (demographics, psychographics)
    • Market size for the segment (TAM, SAM, SOM)
    • Customer pain points and unmet needs
  3. Customer Personas
    • Profiles of ideal customers with goals, frustrations, and behavior patterns
  4. Market Trends
    • Behavior shifts, emerging technologies, or social changes
  5. Barriers to Entry
    • Regulations, capital costs, entrenched competitors
  6. Market Opportunity
    • The gap your company fills and why it matters now

Where to Source the Information

  • Industry Reports: IBISWorld, Statista, McKinsey, Gartner
  • Government Data: U.S. Census Bureau, Bureau of Labor Statistics
  • Trade Journals: Harvard Business Review, TechCrunch, Market-specific blogs
  • Competitor Reports: Crunchbase, SEC filings, PitchBook
  • Surveys & Interviews: Poll potential users/customers or leverage tools like Google Forms, Typeform
  • Web Analytics Tools: SimilarWeb, SEMrush, Google Trends

How to Perform the Analysis

  1. TAM/SAM/SOM Analysis
    • TAM (Total Addressable Market): Total demand for your product/service
    • SAM (Serviceable Available Market): Portion of TAM your business can serve
    • SOM (Serviceable Obtainable Market): Portion of SAM you can realistically capture in early stages
  2. SWOT Analysis
    • Strengths, Weaknesses, Opportunities, Threats — particularly regarding the market
  3. Trend Mapping
    • Use charts to show upward/downward trends
  4. Gap Analysis
    • Identify mismatches between what customers want and what is currently offered

  • 4–6 pages
  • Clear headers for each subsection
  • Include data visuals: bar charts, pie charts, tables, and customer journey illustrations
  • Narrative must combine data with actionable insight