feat(pitch-deck): update TAM/SAM/SOM with bottom-up competitor revenue validation

MarketSlide:
- TAM sources updated: bottom-up from Top-10 competitor revenues (>$1.13B known)
- SAM increased €850M → €950M, growth 19.5% → 24% (NIS2/CRA/AI Act expansion)
- SAM source: bottom-up DACH revenues (DataGuard €52M, heyData €15M, etc.)
- SOM growth increased to 30%, benchmark against Proliance/heyData
- TAM growth updated to 18.5% (compliance automation wave 30-45% vs GRC avg 13.8%)

ProblemSlide:
- Added 3rd source to DSGVO card: market validation with real competitor revenues
- Highlights: Vanta $220M/$4.15B, Top-10 >$1.1B, 80% still manual

DB (pitch_market):
- SAM value_eur: 850M → 950M
- Growth rates: TAM 16.2→18.5, SAM 19.5→24.0, SOM 25→30
- Source strings updated to reference bottom-up methodology

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
Benjamin Admin
2026-03-20 08:33:18 +01:00
parent 38363b2837
commit df0a9d6cf0
2 changed files with 25 additions and 11 deletions

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@@ -44,6 +44,13 @@ const cardSources: ProblemCardData[] = [
excerpt_de: 'Laut der DIHK-Digitalisierungsumfrage 2024 geben 83% der befragten KMU an, die DSGVO-Anforderungen nicht vollstaendig umgesetzt zu haben. Hauptgruende sind mangelnde Ressourcen, fehlendes Know-how und die Komplexitaet der Vorschriften.',
excerpt_en: 'According to the DIHK Digitization Survey 2024, 83% of surveyed SMEs report not having fully implemented GDPR requirements. Main reasons cited are lack of resources, missing expertise, and regulatory complexity.',
},
{
name: 'Compliance-Markt validiert: Top-10 Anbieter >$1,1 Mrd. Umsatz',
url: 'https://sacra.com/c/vanta/',
date: '2025-2026',
excerpt_de: 'Der Markt ist real: Vanta ($220M ARR, $4,15 Mrd. Bewertung), Drata ($100M), OneTrust ($500M+), DataGuard (€52M). Allein die Top-10 Compliance-Automation-Anbieter erzielen >$1,1 Mrd. Umsatz. Trotzdem managen 80% der Unternehmen Compliance noch manuell — die Marktdurchdringung ist erst am Anfang.',
excerpt_en: 'The market is real: Vanta ($220M ARR, $4.15B valuation), Drata ($100M), OneTrust ($500M+), DataGuard (€52M). The top 10 compliance automation providers alone generate >$1.1B revenue. Yet 80% of companies still manage compliance manually — market penetration is still early.',
},
],
},
{