Market Opportunity
Track affiliate referrals via Stripe server-side attribution targets a $6.0B = 3.0M online merchants x $2K ACV. Rationale: any merchant that needs reliable attribution and accepts card payments is a potential buyer; ACV reflects mid-market subscription plus support and integration fees. total addressable market with medium saturation and a year-over-year growth rate of 18% = steady growth in marketing-tech and attribution spending as privacy changes force tool replacement and server-side solutions scale.
Key trends driving demand: Browser privacy tightening -- cookie deprecation forces migration to server-side attribution and payment-tied events; Payments API maturity -- Stripe Checkout, metadata, and webhooks provide deterministic conversion signals at payment time; Shift to first-party data -- brands are consolidating event streams into server-side pipelines for measurement and analytics; Edge/serverless adoption -- lower engineering cost for integrations and realtime matching across merchants.
Key competitors include PartnerStack, Tapfiliate, ReferralCandy, Homegrown Stripe webhooks and UTM workflow (adjacent workaround).