Market Opportunity
Detect affiliate fraud in payments logs using Stripe-native queries targets a $3.6B = 1.2M online merchants running affiliate or referral programs x $3K ACV total addressable market with medium saturation and a year-over-year growth rate of 12-18% estimated growth in fraud detection spend for e-commerce due to channel expansion and payouts automation.
Key trends driving demand: Stripe ubiquity -- more merchants expose consistent payment events and metadata that enable standardized detection workflows; Affiliate program growth -- more merchants launch partner programs, increasing the attack surface and frequency of fraud; Shift to automated payouts -- faster programmatic payouts raise the cost of missed fraud and the need for real-time detection.
Key competitors include Sift, Forter, Refersion, PartnerStack, In-house SQL + Stripe dashboard (workaround).