03 · Resources

The marketplace playbook, shared in public.

Marketplace advice gets generic fast. These are the frameworks Colin actually uses with founders and in Yonder's investment work.

Featured framework

Marketplace metrics that explain whether the market is getting better.

GMV and take rate matter. So do match rate, time to match, repeat behavior, supply utilization, and the friction hiding inside the transaction.

01 Yonder field notes

The strongest marketplace analysis is specific, operational, and sometimes uncomfortable. That is where the useful signal lives.

Why the best marketplaces increasingly bundle software, AI, services, and workflow.

The numbers that diagnose liquidity, retention, utilization, and transaction quality.

How agent-led commerce changes supply, demand, discovery, and the shape of a network.

What current venture data says about rounds, valuations, and the market for marketplace capital.

A practical look at the constraints, metrics, and operating choices behind labor networks.

How GMV, gross revenue, net revenue, and take rate create confusion in marketplace reporting.

The questions founders should ask before adding an early investor to the cap table.