Khandelwal: TAM Matters Less for Early Category-Defining Startups
Dilipkumar Khandelwal · Dilipkumar Khandelwal on building a strong portfolio of B2B SaaS companies as an Angel Investor · Mar 15, 2021 · at 11:36
Dilipkumar Khandelwal, angel investor and former SAP executive, discusses why traditional market sizing metrics are unhelpful for early-stage investments.
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“So I think I put left focus on TAM in the beginning because of the phase, I mean, it is very difficult. If you're investing in a known category, you always know what is the market that exists. It's all the companies which you try to invest or what you try to take. You don't know what is the TAM.”
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