Stress-test marketplace liquidity, take rate, disintermediation risk, and unit economics under scale.
npx skills add https://github.com/risingdream/roundtable --skill rt-gurley
Please help me install this Agent Skill. Skill: rt-gurley Source: https://github.com/risingdream/roundtable/tree/main/skills/vc/rt-gurley Command: npx skills add https://github.com/risingdream/roundtable --skill rt-gurley
This Skill helps you evaluate whether a marketplace business model is economically viable, defensible, and investable by stress-testing take rates, liquidity moats, and unit economics under scale.
Ask for a marketplace economics teardown by saying: “Analyze this business as a marketplace—what are the take rate, liquidity moat, disintermediation risk, and unit economics, and should we invest or pass?”
High-intent search queries and answers about installing and using this skill.
To stress-test marketplace unit economics, evaluate whether liquidity acts as a true moat, assess if take rates hold under scale, and identify if disintermediation risk threatens revenue quality. This process separates subsidized revenue from defensible, high-quality income to determine actual investment viability.
Good revenue in a marketplace is recurring and high-quality, surviving without promotional subsidies. Bad revenue is incentive-driven or promotional, artificially inflating take rates and unit economics without establishing a sustainable liquidity moat or long-term defensible growth.
Evaluate late-stage venture valuation by benchmarking private marketplace pricing against public-market reality. This critique identifies when aggressive valuations are detached from underlying unit economics, liquidity defensibility, and actual sustainable take rate fundamentals.
Marketplace liquidity can protect against disintermediation risk if it strengthens user incentives to stay on-platform. Stress-testing unit economics under scale reveals whether the liquidity moat is defensible or if users will bypass the platform once promotional subsidies end.
Investors should pass when late-stage marketplace valuations detach from public-market fundamentals, and unit economics rely on bad revenue. If stress-testing reveals weak take rates, poor liquidity moats, and high disintermediation risk, the investment lacks defensibility.
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