🦞 LOBSTR SCAN
"B2B tool for automating VAT reclaim across EU countries"
LOBSTR SCORE22/100
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MARKET SIGNAL WEAK
DENSITY MEDIUM
LLandscape🔴37/100Greenfield — the problem is well-known but no one has productised it cleanly yet.
OOpportunity🔴22/100Real budget line — every company in this segment already pays for a worse version of this.
BBusiness model🟡42/100SaaS with a land-and-expand motion. Seat-based pricing aligns with customer growth.
SSharpness🔴3/100No clear moat yet. The differentiation is execution speed, which is real but hard to pitch.
TTiming🔴12/100GDPR is mature but enforcement is accelerating — the urgency is growing, not shrinking.
RReach🔴17/1004M+ SMEs in DACH reachable via accountants and tax advisors as the primary channel.
VERDICT
The TAM math doesn't work. Even with 100% market share in your defined niche you can't build a venture-scale business. Either reframe the problem or pick a bigger market.
🚫 NOT YET.