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:
@@ -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.',
|
||||
},
|
||||
],
|
||||
},
|
||||
{
|
||||
|
||||
Reference in New Issue
Block a user