Directory
Every company we're tracking. Filter by industry, stage, tag, source, and more.
CoStar Group
Commercial real estate data monopoly with extractive pricing
eBay
Veteran ecommerce marketplace and major resale venue, exposed to purpose-built, better-economics resale and discovery experiences.
EverQuote
Insurance lead-generation marketplace with weak UX, exposed to AI-driven platforms that actually bind policies.
Legacy Healthcare Staffing Agencies
Manual, fragmented healthcare staffing agencies exposed to digital marketplaces with automated credentialing and forecasting.
Mercari
Japanese consumer resale marketplace facing the fixed per-item cost challenge that pressures lower-value resale transactions.
Poshmark
Social resale marketplace, now Naver-owned, facing tough resale unit economics on lower-value apparel items.
The RealReal
Luxury consignment marketplace with labor-heavy authentication and processing, exposed to better resale unit economics.
ThredUp
Managed apparel-resale platform with heavy per-item processing costs, exposed to more efficient resale economics.
Ticketmaster / Live Nation
Dominant ticketing and live-events operator under antitrust scrutiny and fan backlash over fees.
United Rentals
Branch-heavy equipment-rental leader with manual processes, exposed to digital, marketplace-style platforms with telematics.
Yelp
Local reviews and advertising platform exposed to AI assistants and maps surfacing recommendations directly.