Model drivers for e-commerce business models / GMV model?

How should I model e-commerce enablement revenue drivers?

Example: See p. 7 (BigCommerce, Shopify, Block are probably the best comps)

I was thinking GMV net dollar retention * existing GMV with assumptions about decreasing NDR over time, but how should I forecast net new bookings? I am an industrials background so what is the price * quantity GMV build equivalent of e-commerce enablement?

Thank you.  

3 Comments
 

Can think about slicing up TAM into addressable and obtainable portions.

can think about growing your revenue =  transactions/merchandise volume*pricing * take rate % and grow 
volume you should with TAM * adoption rate 

for adoption rate you should toggle with various like penetration, word of mouth, etc but ultimately try to grow with some form of growth marketing driver

 

Voluptate rerum non architecto placeat similique ex. Corporis est asperiores ipsum. Est est quia excepturi aliquam ut. Ea ad atque aut distinctio sit eaque sed qui.

Et sit placeat enim est nam ipsum. Minima et quia harum illo assumenda fugiat labore. Ut molestias rem ea. Nobis dolores soluta qui.

Career Advancement Opportunities

October 2026 Hedge Fund

  • Point72 99.0%
  • D.E. Shaw 98.0%
  • AQR Capital Management 97.0%
  • Citadel Investment Group 96.0%
  • Magnetar Capital 95.0%

Overall Employee Satisfaction

October 2026 Hedge Fund

  • Magnetar Capital 99.0%
  • D.E. Shaw 98.0%
  • Blackstone Group 97.0%
  • Citadel Investment Group 96.0%
  • Two Sigma Investments 94.9%

Professional Growth Opportunities

October 2026 Hedge Fund

  • AQR Capital Management 99.0%
  • Point72 98.0%
  • D.E. Shaw 97.1%
  • Citadel Investment Group 96.1%
  • Magnetar Capital 95.1%

Total Avg Compensation

October 2026 Hedge Fund

  • Portfolio Manager (9) $1,648
  • Vice President (27) $464
  • Director/MD (12) $355
  • NA (9) $320
  • Engineer/Quant (83) $287
  • 3rd+ Year Associate (26) $284
  • Manager (4) $282
  • 2nd Year Associate (32) $253
  • 1st Year Associate (76) $193
  • Analysts (235) $177
  • Intern/Summer Associate (29) $145
  • Junior Trader (5) $102
  • Intern/Summer Analyst (276) $95
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
dosk17's picture
dosk17
98.9
7
GameTheory's picture
GameTheory
98.9
8
CompBanker's picture
CompBanker
98.9
9
DrApeman's picture
DrApeman
98.9
10
Mimbs's picture
Mimbs
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”