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Understanding Business Models

Before the numbers, understand how the company actually makes money.

Every great investment starts with one question: how does this business actually make money? Skip this and the numbers become meaningless.

Three things to map first

  1. 01Who pays, the customer, not the user
  2. 02What they pay for, the unit of value being sold
  3. 03How often, one-time, repeat, or recurring
Two business shapes
Transactional
  • Revenue resets each year
  • Heavy reliance on sales motion
  • Customer relationship is shallow
Recurring / compounding
  • Revenue stacks year over year
  • Lower cost to retain than to acquire
  • Customer relationship deepens

What makes a business durable

  • Customers would notice if it disappeared tomorrow
  • Pricing power exists, they can raise prices without losing demand
  • The model scales without proportional cost increases
Key takeaways
  • 01Understand who pays, for what, and how often, in that order.
  • 02Recurring revenue compounds; transactional revenue resets.
  • 03Durability comes from being missed, not just used.
Next lesson
Start Here: Investing Foundations
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