5 articles
StrategyEmbedding your SaaS into a partner's product transforms your revenue model, CAC structure, and churn dynamics. Here is the economic framework for evaluating the B2B2C transition before you make it.
RevenueMarketplace revenue share negotiations define your long-term margin structure. Here is how to evaluate terms, what concessions are achievable, and where founders leave money on the table.
Platform StrategyHow gross and net margin compare between SaaS platform businesses and pure product businesses at equivalent scale. The margin compression during ecosystem build-out, the inflection point, and the investor perspective on platform vs product valuation multiples.
Platform StrategyHow SaaS platform take rates should evolve from launch through maturity, and what triggers rate adjustments. Benchmarks from Shopify, Stripe, and Twilio reveal the stage-appropriate rate structure and partner revolt risk thresholds.
RevenueEvery SaaS platform that processes transactions, enables marketplace commerce, or manages payments has a take-rate floor below which the business model breaks. Here is how to find yours.