There are few things as important as a business model when setting up a company. In many ways, more important than the product itself.
Because of that, I give it a lot of thought (both for my own projects and my clients). A thread. 👇
Then I layered on my own assessment of their respective business models. Here are are the main takeaways.
1. 💸 The most prominent business model on the top growth list was SaaS (either freemium, or in combination with another business model like insurance).
2. 🎩 Subscription hardware and B2B2C are examples of fairly new business models making their marks in terms of growth..
3. 👴 Traditional business models like wholesalers and providers of financial services were underpinning products built with new technologies
4. 💳 On the financial services front - spread businesses and credit card/debit card models were prominent
...
5. 🔧 Marketplaces still work when paired with the right supply
6. ⚙️ More complicated solutions operate on a per project basis, and scale based on complexity and number of seats
7. 💯 Traditional business models still win, and many new cos still use old models
Details👇
Based on the growjo growth model, it appears that SaaS is the surest way to achieve speed in terms of growth in revenue and valuation. @airtable, @figma, @loom, @circleCI are the main companies on this list using “freemium SaaS” as their business model.
The other interesting trend on this list is the emergence of the subscription hardware combination. These companies make revenue from selling hardware as well as charging a subscription for their ongoing software service (like Tempo).
The final trend in subscriptions is this new idea of using B2B2C to maximize growth and revenues. The most prominent companies on this list using the B2B2C model is @calm, @modernhealthco , and @LyraHealth .
The other big takeaway from this list was that there were two main business models that are being used by these fast growing companies: wholesale and financial services. In many cases, the products were new, but the business models were old.
Wholesalers were very prominent on this list, including CrescoLabs GoExpedi GrowGeneration ImpossibleFoods VentureGlobal AppHarvest GOAT PerfectDay and Faire.
One thing I noticed was the use of new technologies to re-integrate existing business models that are tried and true. One business type, the spread business, was well represented. A spread business is a company that uses rate arbitrage to make money.
A great example of this is @BlockFi . They make money by borrowing capital at a certain rate (the interest rates it pays to users) and lends it a higher rate (the interest rates it offers for BTC/ETH/GUSD loans).
Other companies in the financial services are using riffs on credit cards and debit cards to make money, offering slightly better rates or benefits than their traditional competitors.
The Marketplace model was also represented. Companies like Landing Dutchie @SonderMind Park+ all were on the list and used the marketplace model. One company, @ApplyBoard , used a marketplace model paired with a rev. share model based on placement.
More complicated solutions generally used a “per project” model. The pricing model generally scaled based on the scale of the project or the number of seats required. Often times, this was set as a one time payment.
If you want to see the list I put together of the business models for the top 80 growth companies projected for 2021, feel free to DM me and I’ll provide it. 🙂
🎤drop
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These setups I found from the following 4 accounts:
1. @Pathik_Trader
2. @sourabhsiso19
3. @ITRADE191
4. @DillikiBiili
Share for the benefit of everyone.
Here are the setups from @Pathik_Trader Sir first.
1. Open Drive (Intraday Setup explained)
#OpenDrive#intradaySetup
— Pathik (@Pathik_Trader) April 16, 2019
Sharing one high probability trending setup for intraday.
Few conditions needs to be met
1. Opening should be above/below previous day high/low for buy/sell setup.
2. Open=low (for buy)
Open=high (for sell)
(1/n)
Bactesting results of Open Drive
Already explained strategy of #opendrive
— Pathik (@Pathik_Trader) May 27, 2020
Backtested results in 30 stocks and nifty, banknifty.
Success ratio : approx 40-45%
RR average 1:2
Entry as per strategy
Stoploss = Open level
Exit 3:15 PM Or SL
39 months 14 months -ve, 25 +ve
Yearly all 4 years +ve performance. pic.twitter.com/nGqhzMKGVy
2. Two Price Action setups to get good long side trade for intraday.
1. PDC Acts as Support
2. PDH Acts as
So today we will discuss two more price action setups to get good long side trade for intraday.
— Pathik (@Pathik_Trader) June 20, 2020
1. PDC Acts as Support
2. PDH Acts as Support
Example of PDC/PDH Setup given
#nifty
— Pathik (@Pathik_Trader) June 23, 2020
This is how it created long setup by taking support at PDC.
hopefully shared setup on last weekend helped. pic.twitter.com/2mduSUpMn5
Five billionaires share their top lessons on startups, life and entrepreneurship (1/10)
I interviewed 5 billionaires this week
— GREG ISENBERG (@gregisenberg) January 23, 2021
I asked them to share their lessons learned on startups, life and entrepreneurship:
Here's what they told me:
10 competitive advantages that will trump talent (2/10)
To outperform, you need serious competitive advantages.
— Sahil Bloom (@SahilBloom) March 20, 2021
But contrary to what you have been told, most of them don't require talent.
10 competitive advantages that you can start developing today:
Some harsh truths you probably don’t want to hear (3/10)
I\u2019ve gotten a lot of bad advice in my career and I see even more of it here on Twitter.
— Nick Huber (@sweatystartup) January 3, 2021
Time for a stiff drink and some truth you probably dont want to hear.
\U0001f447\U0001f447
10 significant lies you’re told about the world (4/10)
THREAD: 10 significant lies you're told about the world.
— Julian Shapiro (@Julian) January 9, 2021
On startups, writing, and your career: