Find the TAM for we're building the operating system for the modern indian household, starting with responsibility management and expanding into the intelligence, services and commerce that keep a household running.

TAM TOP-DOWN

Home services management software market is reported at $5.2B to $7.5B globally in 2024, but that scope covers B2B field-service operators (HVAC, plumbing, pest control), not consumer household management. A conservative 25% carve-out for consumer-facing household organization software is applied, then the portion plausibly monetized via SaaS subscriptions rather than marketplace take-rates is estimated at roughly 50%, yielding an honest consumer software TAM. Midpoint of $6.35B source range used.

$6.35B market midpoint x 25% consumer slice x 50% SaaS-monetizable = $794M, rounded to $800M top-down; bottom-up yields $600M as noted below

TAM BOTTOM-UP

Global households: 8.3B population divided by 3.5 average household size equals approximately 2.37 billion households. Digitally-active households in developed and emerging markets capable of using and paying for a software subscription are estimated at 15% of global total, or 355 million. Demonstrated ARPU from evidence: blended $39 to $79 per year; midpoint $59 per year. Realistic paying conversion from freemium comps is capped at 3% based on Cozi's 20M registered but largely free user base.

2.37B households x 15% digital-active x 3% paying conversion x $59/yr ARPU = $630M, rounded to $600M

SAM FILTERS

Geography filter: India-first launch. India smart home user base is 15 million in 2024 per Statista; these are the most proximate paying-intent households. Segment filter: households using app-based management tools, estimated at 40% of smart home base, yielding 6 million households. Language and product-market-fit filter: English-plus-Hindi mobile-first audience estimated at 50% of that segment, or 3 million households. Paying conversion at 3% freemium-to-paid rate gives 90,000 paying households. ARPU anchored at $45 per year, a modest discount to Cozi Gold $39 to $79 range for India price sensitivity.

15M smart home users x 40% app-management overlap x 50% reachable segment x 3% paying conversion x $45/yr = $40.5M; top-down: India smart home $6.71B x 0.8% software-only consumer proxy = $53.7M; conservative bound = $36M after rounding

SOM BUILD

Year 1: new entrant in a freemium category with entrenched incumbents (Cozi at 20M users, Notion at $11B valuation) realistically captures 0.5% of SAM paying base, or roughly 450 households paying, generating under $21K. Year 2: word-of-mouth and product iteration push to 2% SAM share, or about 18,000 paying households at $45 ARPU. Year 3: 10% of SAM paying base, or 80,000 households at $45 ARPU. Headwinds from DPDP Act compliance costs and incumbent switching costs constrain upside.

80,000 paying households x $45/yr ARPU = $3.6M by year 3