Business Model 101: The Basics of Marketplaces, SaaS & Ecommerce [reduced]

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An shorter introduction to some of our favourite investment areas: Marketplaces, Software-as-a-Service and Ecommerce.

Starting with different ways of monetization, we dip into the major characteristics, address critical challenges and single out the KPIs you should keep an eye on.

As presented in Startit Fest in Belgrade, http://startit.rs/

Business Model 101: The Basics of Marketplaces, SaaS & Ecommerce [reduced]

  1. 1. Business models 101 The basis of SaaS, Marketplaces & eCommerce @rodrigoMrzBelgrade, May 2014
  2. 2. Agenda 0. Intro to Point Nine 1. Marketplaces 2. SaaS (Software-as-a-Service) 3. Ecommerce a. Major characteristics b. Monetization c. Key challenges d. Top 3 KPIs e. Examples & Trends @rodrigoMrz
  3. 3. Intro to Point Nine Capital @rodrigoMrz | rodrigo@pointninecap.com • Berlin-based, investing in Europe • 40mEur fund, focus in seed & series A • SaaS and Marketplaces *CJ @rodrigoMrz
  4. 4. Funding sources Idea Startup Early Maturity Growth Clients Crowdfunding F&F Accelerators Angels Fondos VC Private equity IPO Debt $ @rodrigoMrz
  5. 5. 3 business models Supply Demand % Software Users $ Product Customers $$ Getting a commission for intermediating between supply and demand Marketplace Charging users for accessing a software SaaS Selling products to customers and getting a margin for it eCommerce @rodrigoMrz
  6. 6. 1. Marketplaces @rodrigoMrz
  7. 7. Marketplaces (i) – intro Challenges • Generate liquidity • Chicken and egg • Monetization timing Characteristics • B2B / B2B2C / B2C / C2C • Inventory vs digital • Network effects Supply Demand % @rodrigoMrz
  8. 8. Marketplaces (ii) – key metrics When you start • Supply: # of new/cumulated listings • Demand: growth in sign-ups • Active Users (buyers / sellers) • # Transactions In the next phase • Recurring customers • Successful items/listings per total • Take Rate (% as of GMV) @rodrigoMrz
  9. 9. Marketplaces (iii) – examples Full-stack Digital marketplace 1-click booking Mobile-first Peer2peer Pioneers @rodrigoMrz
  10. 10. 2. Software as a Service (SaaS) @rodrigoMrz
  11. 11. SaaS (i) – intro Challenges • Product development • Marketing • Conversions Characteristics • B2B / B2C • Subscription • Quality / Speed of product • Cloud (no maintenance) • Upfront payments Software Users $ @rodrigoMrz
  12. 12. SaaS (ii) – key metrics When you start • Inbound traffic • Conversion funnel • Churn In the next phase • MRR growth • CAC: Only paid; for each channel • Churn! @rodrigoMrz
  13. 13. SaaS (iii) – examples Horizontal Mobile-first Platforms Pioneers Consumerization Vertical @rodrigoMrz
  14. 14. 3. eCommerce @rodrigoMrz
  15. 15. eCommerce (i) – intro Challenges • Marketing costs • Operations • Competition on price • Rocket Internet ;-) Characteristics • B2C / B2B • Margins • Own vs drop-shipping Product Customers $$ @rodrigoMrz
  16. 16. eCommerce (ii) – key metrics When you start • CPO • Margins • AOV • Revenue growth In the next phase • Recurring purchase • Free-cashflow • Inventory @rodrigoMrz
  17. 17. eCommerce (iii) – examples Flash-sales ReCommerce Online brands Pioneers Hardware @rodrigoMrz
  18. 18. If you want to stay in touch … www.pointninecap.com + Some say we have a pretty cool newsletter! ;) Follow us on Twitter @rodrigoMrz | @PointNineCap rodrigo@pointninecap.com Thanks!

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