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What problem does it solve?

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.

Core Features & Use Cases

• Marketplace economics diagnosis: Assesses liquidity as the real moat, whether unit economics improve with scale, and how disintermediation risk changes incentives.
• Good vs bad revenue review: Separates recurring, high-quality revenue from subsidized, promotional, or incentive-driven revenue that won’t survive.
• Late-stage valuation critique: Benchmarks late private valuations against public-market reality and identifies when pricing is detached from fundamentals.

Quick Start

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?”