Categories
Market size is often presented as the main reason a startup can succeed. In early-stage evaluation, timing frequently matters more. A large market does not help if adoption is not plausible now.
How evaluators think about timing
- What changed recently that makes adoption possible?
- Why will users switch now instead of later?
- Are enabling conditions in place (tech, regulation, behavior)?
Conclusion
Timing is one of the hardest variables to prove. Clear reasoning about why now often increases credibility more than large market numbers.