The Digital Agency business model is under pressure. A mix between technology and churn (due to misaligned incentives) are taking the punch out of a lot of digital agencies who have thrived over the last… Read More »Digital Agency Business Model
Is the much-maligned PFM (Personal Financial Management) space about to see a resurgence? A flurry of economic and socio-economic factors have created a renewed interest in everything to do with budgeting. Enter Qapital. “We think… Read More »Qapital Business Model Analysis
Instacart’s S-1 recently dropped, as they prepare to IPO and go public in the very near future as the leading platform in the ultra-competitive, online grocery space. As a result, an array of compelling data… Read More »Instacart Business Model Analysis
In an earlier post we asked, is social commerce the next eCommerce? The answer is probably and potentially a resounding yes. Social commerce is not social media, it is the next iteration of the eCommerce market… Read More »Social Commerce Business Model Canvas
eCommerce boomed in the big DTC (Direct-to-Consumer) years, but as we enter the years ahead the business model is under pressure. Rising Customer Acquisition Costs (CAC) and shifts in consumer sentiment relative to rising interest… Read More »Business Model Canvas – eCommerce DTC
Faire’s Fair. But what’s their business model? Faire is a B2B wholesale marketplace that is shaking-up local retail to make it easier for brands and retailers to discover one another and transact. Faire Business Model… Read More »Faire Business Model Canvas
As a predominantly B2B Payments player, Stripe flies under the radar in comparison to some of the other high-flying Payments companies because (a) it is not publicly traded (b) it doesn’t have a P2P payments… Read More »Stripe Business Model
Square the bill? Will Square (Block) become a Bitcoin-centric consumer bank on the back of the Cash App? Or will they be forced to pivot back towards their Payments Value Prop. to gain market share?… Read More »Square (Block) Business Model
Will Venmo help future-proof the Paypal Business Model? Or is it a network whose advantage will be eroded by other competitors? We look into the Business Model + Analytics to form a view on what… Read More »Venmo Business Model
What makes Nubank’s business model tick? If one of the world’s most infamous old-school investors is investing in a challenger bank, then you know we are reaching an inflection point in the market. The intrigue… Read More »Business Model Canvas – Nubank