Business model
Recurring software revenue from merchants, a positive-margin delivery network, and five further revenue lines identified — advertising, financing, loans, insurance and an API platform.
In short
Deelo earns from five live revenue lines: monthly SaaS and a platform fee from shops, booking commission from professionals, monthly SaaS from agencies, subscriptions from therapists, and delivery fees from parcels. Five further lines are identified — advertising, merchant financing, business loans, insurance and an API platform.
Live revenue lines
The mix is deliberately weighted towards recurring subscription rather than commission, because commission degrades exactly as a merchant succeeds.
| Platform | Revenue lines |
|---|---|
| Shops | Monthly SaaS · Platform fee · WhatsApp automation · Enterprise features |
| Professionals | Booking commission |
| Agencies | Monthly SaaS |
| Therapists | Subscription |
| Parcels | Delivery fees |
Why subscription over commission
A commission model's cost to the merchant rises as the merchant grows, so the best merchants have the strongest incentive to leave. A subscription is flat and visible: the merchant's incentive is to push more volume through the system because their cost does not move.
For the company, subscription is also what makes revenue predictable enough to forecast and to finance.
Future lines
Advertising, merchant financing, business loans, insurance and an API platform are identified but not live. Each is a natural extension of data the platform already holds — which is the usual route by which infrastructure businesses raise revenue per account without raising cost to serve.
Related reading
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