Vantage Analytics: Plenty of Demand, Nothing to Buy
Vantage Analytics runs a B2B SaaS marketplace in India, live in 19 cities.
Last month: 226,753 active buyers, 21,780 active sellers, 676,721 searches, and an overall fill rate of 66%.
That average conceals a wide spread. The three largest cities fill at about 81%. The bottom half of cities fill at around 12%.
Growth marketing has been buying buyer-side installs, because buyer acquisition is cheaper and the install numbers look good in the board deck. Supply acquisition is manual and slow.
scale
- searches
- 676721
- active buyers
- 226753
- active sellers
- 21780
- buyer to seller ratio
- 10.4
liquidity
- cities live
- 19
- overall fill rate pct
- 66
- top 3 cities fill pct
- 81
- bottom half cities fill pct
- 12
acquisition
- buyer side
- paid, scaling
- seller side
- manual, flat
Advise the general manager. Your answer should provide:
- Analysis — which side is constrained, where, and what the fill rate really says.
- Risks — what happens if you keep acquiring on the current side.
- Recommendation — which side, which cities, which mechanism, and the metric that proves it.
State any assumptions you make.
80 points, 60% to pass.
- recommendation15
- market analysis25
- risk assessment20
- financial analysis20
Reveal suggested structure
Liquidity is local. Find the constrained side per geography, stop acquiring on the long side, and concentrate supply until density crosses the threshold.