Not healthcare specific but generally $100M ARR in 10 years tracks many of the current unicorn darlings, but you’re competing with startups of today not 10 years ago so you’ll want to figure out a way to get there faster. Clock really starts at the seed, though it really gets serious at the A where you have a board which maybe can fire you. TAM can expand, i think VCs focus more on how you will grow quickly, if you get summarily rejected based on TAM it just means you didn’t get very deep into their process
One comp is a HIPAA compliance vendor which took a while to get the first $1M but then grew 10x in a year once they cracked it
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Not healthcare specific but generally $100M ARR in 10 years tracks many of the current unicorn darlings, but you’re competing with startups of today not 10 years ago so you’ll want to figure out a way to get there faster. Clock really starts at the seed, though it really gets serious at the A where you have a board which maybe can fire you. TAM can expand, i think VCs focus more on how you will grow quickly, if you get summarily rejected based on TAM it just means you didn’t get very deep into their process
One comp is a HIPAA compliance vendor which took a while to get the first $1M but then grew 10x in a year once they cracked it