“On-Demand” Everything

Slush Small Talks

19 October 2015

Slush Small Talks – 19 October 2015

What’s “On-Demand”?

Mobile-first marketplaces

connecting consumers to professionals

offering a service (ie. not a product)

in less than an hour.

ie. while often mentioned, Airbnb and Blablacar are not on-demand startups

Slush Small Talks – 19 October 2015

The 4th generation of online marketplaces

Classifieds Transactional Vertical On-demand

What kind of services?

Transportation Parking Food delivery

Beauty

Biz servicesHome repair

Slush Small Talks – 19 October 2015

Education

Cleaning

Healthcare

and many more...

How urgent is the need?

Slush Small Talks – 19 October 2015

< 5 minutes

< 30 minutes

<1 hour

< 1 day

< 1 week

How frequent is the need?

Slush Small Talks – 19 October 2015

Multiple x/ day

Once / day

Once / week

Once / month

Once / year

How standard is the task?

Slush Small Talks – 19 October 2015

Skills Supply

Is mobile a game-changer? Is

the

supp

lier m

obile

?

Slush Small Talks – 19 October 2015

NOYES

NO

YES

Is the user mobile?

Can it ever be profitable?

Slush Small Talks – 19 October 2015

● Utilisation rate of labour is key in the first years (until demand is high enough to enable “pay-per-task” model):

● Other COGS can be high (parking space, cost of food, insurance,

payments, etc.)

● Net contribution margin will likely be low post marketing: it’s a scale game

While it is likely to become the dominant model in every

category over time, on-demand is best suited to

standard services addressing urgent and frequent

needs, where both the users and the suppliers are

inherently mobile.

Today, transportation and food appear to be the two

sectors best suited to the model, but more will emerge

as consumers’ expectations keep on rising.Slush Small Talks – 19 October 2015

Conclusion