Market Cap

Dobprotocol operates in infrastructure finance — a massive market that's historically inaccessible to most capital providers. We use the TAM / SAM / SOM framework to show realistic growth potential, not wishful projections.

Our approach:

  • We size markets based on annual CAPEX (capital expenditures for building/upgrading infrastructure)

  • We focus on short-cycle projects (12–36 months) with verifiable performance

  • We target niche/medium infrastructure where validation creates real differentiation

This keeps our projections grounded in what we can actually intermediate and earn fees from.

Year 1: Proving the Model

The Opportunity

  • TAM: $1.3T — Global annual CAPEX in physical infrastructure

  • SAM: $18B — Short-cycle infrastructure spend in Chile and Perú

  • SOM: $15M — Target routed CAPEX (~$300K in fees at 1.5%)

What This Means

Year 1 is about validation, not scale. We focus on Chile and Perú — markets with strong renewable energy, mining, and data center activity. Our target is to route $15M in infrastructure financing while proving that machine validation creates fundable opportunities.

Fee model: 1.5% blended rate on routed capital = ~$300K in year 1 revenue.

Year 2-3: Scaling Across LATAM

The Expansion

  • TAM: $1.6T — Growing global infrastructure demand

  • SAM: $28B — Expanded coverage to Chile, Perú, and Brasil

  • SOM: $150M — Target routed CAPEX (~$3M in fees)

By year 3, we expand into Brasil — the largest infrastructure market in LATAM — and scale our operator network. The target is $150M in routed capital, generating ~$3M in fees.

This represents 10x growth from year 1, driven by:

  • Proven validation methodology

  • Established institutional investor relationships

  • Geographic expansion with demonstrated product-market fit

Long-Term Potential

For context on scalability:

If Dobprotocol eventually intermediated just 1% of the addressable TAM (~$13B/year routed), that would generate $130–200M/year in fees.

At 2% penetration: $270–400M/year in fees.

These are long-run possibilities. Our near-term plan deliberately focuses on the short-cycle, niche infrastructure segment where we can establish defensible validation as a competitive moat.

Ready to participate?

→ Review full projections in our Investor Data Room → Explore active opportunities at dobprotocol.com

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