Market Opportunity
Measure partner LTV, not headline revenue - channel-level ROI tool targets a $2.4B = 120,000 mid-market ecom and subscription businesses x $20,000 ACV. Assumption: mid-market defined as companies with >=$5M ARR that run partner/affiliate programs and would pay $20k/year for robust channel LTV attribution. Uncertainty: proportion of businesses with partner programs estimated at 10-20%. total addressable market with medium saturation and a year-over-year growth rate of 12-18% annual growth in partner marketing investment among mid-market merchants based on shift from paid channels and growth of creator/affiliate channels..
Key trends driving demand: Privacy and attribution shifts -- cookieless tracking and ATT push marketers to server-side and joins-based attribution, increasing demand for lifecycle joins between partner ID and subscription events.; Rising CAC on paid channels -- advertisers shift budget to partnerships and affiliates, raising scrutiny on partner ROI and LTV.; Subscription economy growth -- more customers are billed monthly, so partner-sourced refunds and churn materially change ROI compared to one-time purchases.; API availability from billing and partner platforms -- enables accurate channel-level reconciliation that was previously manual or impossible..
Key competitors include Impact.com, Refersion, Everflow, Adjacents - spreadsheets and in-house analytics.