Investor research · AI Boss

Market model & assumptions

Australia, United States and United Kingdom. An illustrative BI/analytics planning model for SMEs and mid-market organisations, using historical inputs from the supplied market snapshot.

Important: the market scopes do not reconcile

The document’s bottom-up serviceable-market estimates exceed its top-down total-market range for Australia and parts of the US range. Population definitions also differ between countries. These figures cannot be presented as a validated TAM → SAM → SOM funnel. They are separate, unverified planning estimates and require scope reconciliation before investment reliance.

Australia

2,662,998 businesses · ABS, June 2024

Modelled annual SAM: $1.41B USD / A$2.19B
Top-down TAM context: $0.4–1.2B USD (modelled 2025 range)

United States

34,752,434 small businesses · SBA, 2024

Modelled annual SAM: $18.46B USD
Top-down TAM context: $10–18B USD (modelled 2025 range)

United Kingdom

Approximately 5.5M businesses · UK Government, 2024

Modelled annual SAM: $2.92B USD / £2.22B
Top-down TAM context: $1–3B USD (modelled 2025 range)

The supplied document places the global BI category around $30–45B USD in the mid-2020s and cites a UK Mordor Intelligence snippet of $1.18B in 2025 and $1.33B in 2026. These external references have not been independently checked here; definitions vary. Pure consulting, standalone chat assistants and unbundled warehouse/ETL infrastructure are excluded from its chosen frame.

Bottom-up base case

What drives the $22.8B estimate

Annual market-spend proxy: target organisations × adoption rate × monthly spend × 12. These spend proxies are not AI Boss subscription prices.

Mid-market definition: 50–499 employees; assumed 2% of businesses
SMB adoption: 15% base; 8% low / 25% high
Mid-market adoption: 50% base; 35% low / 65% high
SMB spend proxy: $199 USD/month base; $99 low / $399 high
Mid-market spend proxy: $1,500 USD/month base; $800 low / $3,000 high
FX assumptions: 2025 averages: 1 AUD = 0.645 USD; 1 GBP = 1.319 USD

Illustrative capture scenarios

Potential, not performance

The source applies small capture shares to a rounded $22.8B annual SAM over an unspecified three-to-five-year planning horizon. There is no probability weighting or committed forecast.

Historical capture calculations — unreconciled assumptions

The market base requires reconciliation before investment reliance. These arithmetic outputs are not a company forecast.

Conservative · 0.02% capture: $4.56M USD annual scenario output
Base · 0.05% capture: $11.40M USD annual scenario output
Aggressive · 0.15% capture: $34.20M USD annual scenario output

The base case equates to approximately 3,170 paying organisations at an illustrative $300 USD monthly average. This is neither a customer count nor a pricing commitment. Priorities are data-connected mid-market operators, owner-led SMB buyers and organisations already using multiple finance, CRM and operating tools. Australia is an early-traction focus; the US and UK are expansion markets in the model.

Source: AI Boss — Market Size Snapshot. All estimates are illustrative and unaudited. Historical population and FX inputs are not current measurements. Nothing here is an offer of securities or investment advice.

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