Roadmap: B2B Marketplaces

- GMV TAM: How much B2B spend could the marketplace facilitate at scale?

- Effective take rate: What percentage of GMV can the marketplace capture as net revenue?

- They focus on “day 1” value.

- Software development is getting easier, cheaper, and faster in general.

- API-driven architecture is maturing as a paradigm and enabling more communication between applications across value chains.

...we evaluate early B2B marketplaces on three dimensions:

2.0 marketplaces possess the following qualities:

- They keep intermediaries reasonably happy.

- Millennials are taking the reins in legacy industries and hate clunky, offline workflows.