Because Ventures

Investing in early DTC brands and Ecom technologies with a social impact. Partnering with companies from idea to A.

Our Definition of Social Impact is that the business has to address one of the 5 areas mentioned below through its People, Products and Profits:
- Sustainability and fighting climate change
- Diversity and Inclusion
- Fighting Food Scarcity
- Mental Health and Awareness
- Foundation/Non-Profit Built into the Business model

Current Investments: Infinite Reality (previously Display Social), Cadence, Thrive Lot, Lola Olivia, Miravel, Routine, Manifest Commerce.

Managing Partner

Chargeflow

Advisor

EcoCart

Series A Investor

PostPilot

Ambassador

Manifest Commerce

Seed Investor

cadence

Thrive Lot

Miravel

Gorgias

Gorgias provides an integrated helpdesk for e-commerce brands, making it easy to deliver personalized support and automation across multiple channels. Connect all your business and social apps, and turn customer support into a revenue-generating activity!

Sr. Manager Partner Marketing

Lola Olivia 

Pre-Seed Investor / Growth Advisor

Buying a $10-$100m Brand 🛒 or $1m- $10m SaaS biz this year.

I'm on the hunt for great Ecommerce brands and Apps. In the next year I'm going to Buy A Biz! 

After a decade of scaling the fastest-growing Shopify Plus Brands and Apps, it's time for me to run one. I'm acquiring Brands @ $10m - $100m and SaaS apps @ $1m - $10m Topline.


When I'm not living the Ecom lifestyle I'm learning Mandarin, and exploring the flavors of my kitchen.


I write a weekly Public Brand Teardown newsletter and share my journey 👉: 
https://letsbuyabiz.beehiiv.com/subscribe

2023 was a brutal year for eCom. 

Which eCom brands lived, died, or thrived in 2023?

Fates of Crocs, Lulu, Blue Apron + 27 others 👇

6 Quick takeaways for the non-scrollers:
1) Incumbents playing their cards well survived. Some thrived.
2) Challengers who put growth >> everything burned out.
3) DTC hasn’t bounced back. 
4) Retail players take the cake.
5) Bigness is a prereq to success
6) Only insane Topline growth is valuable (60-100%+)


The Winners 🏆 (Cap | Net Income):
* Crocs: $8.8B | Made $792m
* ELF: $10.5B | Made $61.5m
* LVMH: $439B | Made $30.3B
* LuLemon: $9.6B | Made $1.5B
* Oddity Tech: $2.4B | Made $58.5m
* ON Running: $11.1B | Made $79.6m
* Steve Madden: $3.1B | Made $173m
* Yeti: $3.2B | Made $169m

All of these brands made more money + stocks rose. Bizs with increasing profits are more valuable. (Who would have thought?) 

The “Are they really winners?”
* Hims & Hers: $3.3B | Lost $23.4m
* Overstock: $1.6B | Lost $307m
* Instacart: $9.9B | Lost $1.6B

While all of their stocks rose, they all lost money last year. I have no idea how Overstock pulled the wool over investors.  They lost money, Rev shrank, and made THE worst acquisition of the year (Bed Bath & Beyond digital).

Falling Profits & Market Cap 📉: 
* Alpargatas: $6.7B | Lost $370m
* Chewy: $6.8B | Made $39.6m
* FIGS: $831m | Made $22.6m
* Olaplex: $1.3B | Made $61.6m
* Warby Parker: $1.6B | Lost $63m
* Wayfair: $8.4B | Lost $738m

These bizs aren’t going anywhere but aren't on anyone’s “Need to Own” list.  All of them need to throw off more cash and increase Net Profits.


Take Private Watchlist 👀:
* Honest Co:  $401m | Lost $39m
* AKA Brands: $102m | Lost $98.8m
* Solo Stove: $186m | Lost $111m (Yeti, please acquire them)
* Brilliant Earth: $293m | Made $4.7m
* Wolverine: $650m | Lost $39.6m
* Revolve Group: $1.1B | Made $28m


These bizs aren’t big or profitable enough to stay public. Deep pockets need to step in and help each brand find itself again.


Bankruptcy watchlist 😰:
* Rent The Runway $25m | Lost $113m
* Allbirds: $103m | Lost $152m
* Stitch Fix: $412m | Lost $167m
* Barkbox: $237m
* Tupperware: $51m
* Grove: $61m | Lost $43m
* Peloton: $1.5B | Lost $1.2B

All these CEOs are too drunk on spending and ignored every warning sign to slow down.  We’ll see what assets end up in bankruptcy court.


RIP ☠️: 
* Smile Direct Club - Bankruptcy
* Amyris - Bankruptcy
* Blue Apron - $100m Fire Sale
* Wish - $173m Fire Sale
* Zulily - Fire Sale (Overstock acq.)

All caught in the ‘next round is coming’ confidence trap.  They kept their foot on the gas and barreled off the cliff.  Unfortunately none survived.


Growth only matters if there’s a pot of gold at the end of it.

Unless you know you have a monopoly in an enormous TAM…

Optimize for Profits, not growth.

Go buy a beach house & live to grow another day.

#shopify

Jeremy Horowitz'

I read Klaviyo’s 2024 Benchmarking report so you don’t have to.

Here are the 5 key insights:

1) Top 10% of Klaviyo brands Email RPR >>> SMS 
2) SMS CTR is 10x Email
3) Automated Order Rate is 18x Campaigns
4) Email consistent QoQ. SMS has a Q4 bump.
5) Klaviyo is still slinging Automated Flows.


1) The best brands have a higher Email RPR

For the avg. Klaviyo brand, SMS RPR >>> Email (+9%).

For the Top 10% account, Email RPR is +23% than SMS.


SMS is sexy. Optimized Email is still king.



2) SMS CTR is 10x Email.

The Avg. SMS Click Rate is 11.9% vs. Email’s 1.5%.

Because you’re sending way more emails.


1/10th the SMS list = the same traffic performance.



3) Flows' Order Rate is 18x Campaigns

This is hopefully obvious.

The big insight… There are only 3 flows that really matter.

A) Abandoned Cart
B) Welcome
C) Browse Abandonment


Optimizing these 3 flows is your 80/20.


4) Email is consistent. SMS has a Q4 bump.

Email efficiency is steady throughout the year.

SMS sees a considerable Q4 Bump.

Klaviyo says it’s because SMS stands out.


More likely, SMS = guaranteed open in a discount-driven channel.


5) Klaviyo is still pushing Automated Flows. ALOT

Even at 130k+ customers, Klaviyo is still beating the Automate Drum.

- It’s the 1st major takeaway of the whole report.
- Most intra-report comparisons are to flows.
- It’s THE featured product of the report.

Is that because Flows are what made them famous?

Or because people still haven’t deployed these Flows?


Somehow there’s still 10-20% of Shop stores that haven’t rolled out automated email flows.

(Cough cough Intuit Mailchimp customers).

+ a Bonus insight: The money makers (RPR):
1) Abandoned Cart: $3.65
2) Welcome Flow: $2.65
3) Browse Abandonment: $1.07
4) Post Purchase: $0.41 


This should be no surprise and make priorities easy.

Don’t worry about launching with 18 flows.

There are 3 that matter.

What is your greatest insight from the report?

#shopify

Shopify is the greatest Public SaaS investor of all time.

Here are the 5 killer investments to perfect their portfolio:


When you look at all the major Plus categories…

Shop’s already invested in top players: 

Klaviyo, Yotpo, Loop, Gorgias, Flexport, Stripe, Faire, Affirm, Triple Whale 🐳.


The next 5 categories:.


1) A/B Testing

Google Optimize is gone, leaving a major gap in the A/B market.

Shopify should look Intelligems and Visually.

They’re the 2 players doing the most in the onsite A/B testing space.

Site Testing isn’t going anywhere for Plus brands.



2) AOV Optimization

The clear breakaway here is Rebuy Engine.

Brands desperately need ways to increase AOV.

It fits perfectly into Shop’s invest-in-Plus + release-a-free-version playbook.

They’ll be a Top 10 Plus app by '25.


3) Internationalization.

Shopify is making a big push here with new Markets.

To me, they should look at Openborder & Portless.

Breaking the logistics barrier is the next frontier of internationalization.

The market’s so huge there’s no point doing it alone.


4) Finance/Accounting

There’s a ton of players in this space. Some core areas Shop need to own:

Accounting: Finaloop
Spending Management: @Parker / What Brex should have been.

As Plus Brands get bigger, managing cashflow becomes irresistible.


5) Retail

Shopify POS is key for long term success.

Shop needs to incentivize/fund developers to aggressively build here. 

To bring their flywheel to the IRL Retail market which is 5x the eCom TAM. 

Jumpstarting this ecosystem needs to be Shop’s Top priority.

TLDR:

Shop needs to invest in:
1) A/B Testing
2) AOV Optimization
3) Internationalization
4) Finance/Accounting
5) Retail

App categories to propel Brand success and capitalize on those bizs success.

Shopify gets to win big 2x with every category winner they crown.

#shopify

Dmitry Boruk

Loop is dominating the growing Returns market.

Returns = Category 8 (16% share), behind Subscriptions.

Last year the category had 10%.

Every player in this space had at least 30%+ YoY growth.

But Loop (absorbing Returnly) was the biggest winner here.

Their YoY growth is more than the total installs of the 2nd player (ReturnGO).


And then there were 3:
- Loop has consolidated power at the top with 3x the next player.
- ReturnGO has sprung onto the scene, nabbing the 2 spot.
- Happy Returns is still plugging away in the 3 spot.

As Shop attracts larger brands, Returns will continue to expand.

My biggest question:

- Is this a 50%-70% Category like Support or Reviews?
- Or will this be a solid 20-30% Category like Loyalty and Affiliate?


Time will tell.

#shopify

Shopify's got pummeled (-20%) after Q1 earnings. Even though they crushed it. Why?

Let’s dive into the earnings to figure it out.

If you look at all their KPIs:
-> Rev +23% YoY
-> Gross margin +33% YoY
→ OPEX -4% YoY
-> Free cash flow +169% YoY

So then how does the stock plummet by 20% in 1 day?

They gave weak guidance.

Q2 Revenue predictions: Sales Down. Costs Up. 

That’s not the way investors like to…

What’s crucial in the tea leaves, because we're talkin’ Shopify…

Down Rev means a decrease in Payments. 

Translation: Consumer spending will be soft in Q2.

Now that Payments is their biz Your sales = Shop’s sales.

Their stock drop really indicates consumers will buy less.

And they aren’t very bullish on Q2

Everyone plan accordingly.

#shopify

Posting from your corporate LinkedIn account is an absolute waste of time.

It will do nothing for your B2B Pipeline.

It's mostly for your investors + team.

It kinda helps hiring.

But if you’re trying to drive pipeline…

It needs to come from a real person’s profile (preferably C-Suite).

People listen to people.

Not a biz posting about webinars and new features.

The effort to impact is 10-1.

I haven’t supported a Corp B2B account in 4 years. 

But I’ve generated 7-figs in Social pipeline.

#saas


Shopify will be a $1T biz by 2034.

7 reasons why:

1) eCom Is Huge + Shopify Won
2) The Comps are all wrong
3) Shopify Plus (And Ent) is still a 👶
4) Shopify JUST Entered Retail
5) Shopify’s Lock-in: The App Ecosystem
6) Stock price analysis: 15x ARR on Trillions in payments.
7) Shopify at $1T: My hopes and aspirations

Let’s go lonngggggg.

1) eCom Is Huge + Shopify Won

eCom is a $6.3T market, but only 15% of where US consumers spend $$.

If you’re SMB - Mid Market Shop is the de facto.

eCom still has so much more market to capture.


2) The Comps are all wrong.

Amazon & Salesforce aren’t the right comps.

NCR is. Shopify is the payment processor for eCom.

How valuable will they be when they’re processing Trillions in payments?


3) Shopify Plus (And Ent) is still a 👶

It feels like Plus + Ent are big because we talk about it too much.

But 1.5% of Shopify brands (30k) are on Plus.

Maybe 20 actually qualify as Ent brands.

The upmarket feature march is still early innings.


4) Shopify JUST Entered Retail

Shopify POS is cool, but isn’t ready to support 1k national doors.

US Retail spend is 5x eCom.

When Shop is taking 2.9% + $0.29 on Retail purchases… 

That’s a mountain of cash.



5) Shopify’s Lock-in: The App Ecosystem

Apps make Shop stickier for brands.

Apps are meant to retain more brands by providing more functionality.

But brands also migrate to Shop because they want App functionality.

There’s so much value in the platform flywheel.


6) 15x on Payments ARR.
Shopify currently trades at 15x Rev.

As Shop attracts more Large Brands + Retail GMV Payments explodes.

SaaS ARR locks in payments Rev.

Shop is a $100B processing processing $248B GMV.

If GMV hits $2.5T, that’s a $1T valuation.


7) Shopify at $1T: My hopes and aspirations

Go read the newsletter at this point.

This is where I got full tin hat. It’s well worth it.


My newsletter subs got this content 1 week ago.

If you want to be first and have the insights before everyone else. 

Subscribe now.

#shopify

If you want to win the Shopify Plus market…

You only need to tip 2 cities:

LA & NYC.

Brand critical mass falls within those 2 cities.

Yes. The other eCom cities have leads

And you can make good $$$ there. 

I love: ATX, MIA, LO, SYD, SD, CHI.

But if you want to be really successful in this game, 

LA & NY are where the majority of brands are.

Yes, it’s more expensive.

That’s because there are more, larger opportunities there.

Everything else is secondary.

#ecomsaas

That time I called Shopify. 

B/c Kim Kardashian might crash our site.

Flashback to 2015.

I was a Product Manager at an early SaaS biz in NYC.

We were building what would essentially become Yotpo UGC…

Back when Yotpo was convincing brands they needed reviews on their sites.

Classic early SaaS life: 15 different projects, PMing devs, marketing, support, sales, hiring…

Basically anything the CEO needed. 


At 1 point, we needed to raise $, but couldn’t fundraise.

(Shopify was “too small” for a venture-scaled app.) 

So, we brought on client work. 

Which is where I worked on the best project of my career, LuMee. 

(Aka Kim Kardashian's favorite selfie case.)

LuMee needed a higher-CVR site before their first Keeping Up with the Kardashians ep.

My job was to rebuild their website to convert all that new traffic. 

They wanted to migrate from Woo -> Shopify

We won the build because our social streaming app + tool for better selfies = Social content.

LuMee was an early biz: 2 founders, 1 CS FTE, agencies. Growing rapidly.

This is the earliest evolution of the Shopify App Store. 

We were hacking together templates, apps, custom coding pages + our own apps to get their store live. 

A couple months after launch I had to call Shopify and tell them to spin up more servers for our site.

Kim was posting about LuMee on IG for the 1st time. 

This was during her crash-the-internet phase.

Which would have been potentially millions in lost Rev.

Their actual response: 

“The only way our servers would crash is if someone pushed Kardashian-level traffic to the site.”


“Yeah, so… Prepare for THAT level of traffic.”

Luckily after some back and forth, they got it. 


After LuMee left as a client, I started consulting for them.


That turned into a full-time role, where I stayed for another 3 years. 

I went from PT -> FT in the middle of a Retail blitz. 

Over 2 quarters, the biz got into:

Apple, Verizon, Sprint, Best Buy and Target. +30 more.

My responsibility: manage the Golden Goose, Shopify. 

Then I took over Amazon, Retention Marketing, and support on paid (Meta & Google). 

When I started they had ~3k orders on Shopify. 

By the time I left in 2019, they’d processed 300k. (Only on Shopify)

And they were a top 1% traffic Shopify Plus site. 

What started off as picking up an additional project turned into 

The project that set the course for my career in eCom. 

And more specifically,

 #Shopify

Here's how Stanley1917 10x’d sales in 3yrs + became Shopify’s largest brand.

It’s a story of TikTok mugs, Crocs, brilliant focus, & Utah.

4 years ago, they hired the CMO from Crocs.

The team noticed women in Utah were posting photos of their colorful Stanley mugs on TikTok. 

The went on all on that trend.

Became obsessed.

Completely changed the corp culture to focus on women.

Even referring to customers as “she” and “her” internally.


For 3 years they maniacally focused on women..

More colorways + More Influencers = More women.

Turning a $75m 1 color Dad thermos brand.

Into the largest brand on Shopify.


(BTW if you say, “TikTok can’t work for my biz.”

Stanley’s a 111-yr-old company that spent 99% of that time…

Selling thermoses to working dudes.

THEY figured out how to sell $750 million in mugs to women on TikTok.)


Now, they're gonna dupe the strategy for men.

This will be incredibly successful if they execute this well.

Because they’ll enter a new market through their current customers.

Selling more mugs to their existing female customers.


They're not gonna go light money on fire, run Super Bowl ads, and lose focus on the mission. 

They're gonna start offering bundles.

When she is buying for herself, she also buys her partner.

+ Her family. 

She buys multi-colored for her. Plus Sports logos for her husband + Disney-themed for the kids

Over-stereotypical ex. but you get the point. 

They’ll capture the dude market through existing customers’ credit cards.


And here's where the Crocs playbook will really come in:

The stunt collabs are coming.

Sports, Media IP, Designs, other brands.

Everyone wants in on the mug madness.
More collabs -> more $.

It’ll take this Drinkware biz to 10-figs in sales/yr.



They’ll collab their way to the moon.

Because they obsess over their core customer.

#shopify

Meta sucks. 

Here are 3 other channels driving the next 10 yrs of DTC growth.

1. TikTok Shop
2. Direct Mail
3. YouTube
4. Mobile Apps (Maybe)

Meta’s the backbone but will get more expensive.

Let’s look to some greener pastures.


1. TikTok Shop

The TTS argument is the same trash everybody said about FB, Insta + SMS.

“TikTok’s only for a certain demo.”

“TikTok’s only junk traffic.”

There’s BILLIONS of people on the platform.

People are obsessed + have their own niches.

It won't get banned.

Tiktok’s gonna be a competitor to Amazon, not FB.

Think through how you’d approach the new Amazon.

You’ll have a bunch of arbitrages against that.

Brands will grow insanely fast on it.

TikTok investors will subsidize shipping + ads ...until it reaches a critical mass. 

I’ve been in the game long enough to hear the same old songs.

It's gonna be massively successful.


2. Direct mail.

It’s 100 years old. It’s always worked.

Next to TV, it dominated in the 80s + 90s. 

And with new players entering the space… 

(I'm obviously biased to PostPilot)

…You're gonna see a ton more brands leverage Direct Mail.

It's gonna be slower.

It's not gonna be quite as easy as cranking Meta ads. 

But it’s the offline equivalent to Meta + Klaviyo.

You can:
- Acquire new customers
- Do lookalike audiences
- Prospect around retail locations
- Do retargeting
- Retain
- Win back

It isn’t sexy, but it’s a no-brainer.


3. YouTube/ Hulu + Disney

I don't know what will crack YouTube wide open.

But once it happens, $$$ will FLOOD in.

TV was the dominant marketing + advertising platform from the 1950s -> 2010s.

And even during the Direct Mail + database marketing + early eCom waves…

TV absolutely dominated advertising budgets.

Everyone <<<40 spends days on YT.

It’ll be another hard-to-track channel.

With longer sales lags (same as TV for 75 years).

Brands will make a mint there.

It’ll also ripple out to Disney + Hulu + the other OTT platforms.


4. Bonus: Mobile Apps?

They’re the greatest question mark left in eCom. 

In 2019 / 2020, customers didn't want to download mobile apps anymore.

But it seems there's a renaissance now.

I don't think it will be an acquisition channel.

I think if anything it will be the hardest-core retention channel.

A REALLY small population with INCREDIBLY high engagement.

Because brands need from Retention messages: push notifications. 

That is the last frontier of affordable retention + nobody’s enabling it. 

Email’s taken off.

SMS’s taken’s off.


Mobile Apps = that next frontier? 



So what do you think?

What do you think are the next big channels?

#shopify

It doesn't matter where you fit in this chart.

Leadership is not a title. It's these 8 things:

Incredible leadership sheet from the one & only Justin Wright 

1. Your actions
2. Your attitude
3. Your behavior
4. Your drive
5. Your empathy
6. Your example
7. Your integrity

And the most importantly:
8. Your team's respect

Leadership isn't something given to you.
It's your daily actions.

Want to become a better leader?
Begin now—in your current position.

🧠 5 Quick Tips to Become a Better Leader Today:

1. Be Proactive: Don't waste time waiting. 
Find areas of improvement Address them quickly

2. Motivate those around you. 
The best leaders do this by:
↳ Set the Example + Actively Listen + Align on Shared Mission

3. Make Decisions fast
Small consistent decisions can set you apart as proactive.

4. Be completely accountable for your actions
Always take responsibility for both wins & losses.

5. Keep others in the loop.
Provide clear guidance + share your vision.

Leadership is your consistent behavior.
You can start in any position at any time.

Don’t wait for permission or a promotion.
It’ll happen faster when you're acting the part.

♻ Repost this to help others become leaders today
And follow Jeremy Horowitz' for more.

📌 Want this & 35+ amazing leadership cheatsheets?
Checkout Justin’s free newsletter: https://lnkd.in/eu2-N8tx

Cancel more meetings.

I know you've been thinking about it.

I know you want to do it. 

But you feel like you have to keep those meetings.

Don't. Just cancel them.

3 mos ago I was in 30 hrs of meetings/wk.

Now < 5.

I get so much more done, it’s crazy.

Nothing is really missed.

I’ve been using Loom + Docs + Slack more.

20 min meetings are 2 comment back & forths.

My mental health is in SUCH a better place.

Because I'm not on back-to-back-to-back-to-back-to-back-to-back meetings all day.

I'm actually getting the work done.

If you've been considering it, do it. 

Your life will be so much better. 

eCom is HUGE. + Only getting bigger.

2024 sales = est $6.3T!

As a % of GDP, in 2021 it was:
- Worldwide: 2.5% 
- US: 0.06%
- Western Europe: 5.2% (2023)

Even accounting for growth over the last few years…

eCom’s at the bottom of the 2nd inning.

In Q3 ‘23, eCom was only 14.9% of total retail sales in the U.S.


What happens when LatAm + a part of Asia enter the chat?

#shopify

2024 is the year of the cash rich.

Don’t raise money or get investors.

Grow faster by leveraging others’ balance sheets.

Get better terms.

To keep $$$ in your bank account longer.

eCom comes down to 2 major expenses: Ads + Inventory.

Negotiate longer payment terms for both.

Why?

You become cash rich.

How?

For inventory - “Jam your suppliers.”
- On Net 15? Negotiate Net 30.
- On Net 30? Push for Net 60.

Even if you have to give up a couple Gross Margin points.

The breathing room is worth it.

Negotiating terms with Meta/Google is a lot harder.

Use Parker for 45 day terms.

3 ways brands like Caraway Home, Amour Vert, and Spikeball Inc. are more cash rich with Parker:
1) Buy yourself 45 days to sell more products
2) Turn $1 in ad budget into $3.
3) Pay down the ads as cash comes into the biz.



Yes, you'll lose points & cashback on your current card…

But would you rather:

1) Points for some free biz class seats?

2) Or a bigger biz with more cash so you buy the ticket yourself?

My goal is 2.


$5m brands can get interest-free 60-day terms when they sign up here https://lnkd.in/euF68k_W

Don’t take an MCA when you really need a better float.

Comment “45 days” on this post (or DM me).

I’ll connect you directly with their team.


#shopify #parkerpartner

Your CEO tells you: “We’re Going International”.

Here’s what your CEO thinks will happen vs. reality.

How your CEO thinks it will happen:
1) Send an RFP to global 3PLs
2) Pick the best rates
3) Send product
4) Marketers run ads 
5) Profit rolls in

What actually happens:


Before you even start searching for a 3PL…


You spend 3-6 months doing tax research by region.
- Do we need tax registration (3-6 mos) or an entity (6 mos+)? Per country.
- How do we file taxes in that country? (Monthly/Quarterly?) Do we need a local rep?
- How do we close books in multiple jurisdictions? 


180 days later we haven’t moved any product, and already hiring someone.


Now that we have taxes down... Compliance.
- Do we have the right labels/ingredients/tags to pass inspection? 
- Have we done all the right testing?
- Have we notified the right jurisdiction we’re selling products in their categories?


Enter another hire/agency to handle all the nuances of compliance.


Okay we’re 2 quarters in and can finally start looking for a 3PL.


After searching and finding the right partner, now…
- What inventory are we sending? Best Sellers? Half the catalog? 
- Does the 3PL’s IMS/WMS tie into ours? How do we sync our systems?
- How are we going to handle all the invoices from all of these new partners?

Enter a System’s integrator & another Ops hire to handle the inventory infrastructure.

Or… 
You can use Openborder to launch in <2 months. 

Without them, it’s 6 mos min just to stand up an entity.

They’ve done this for hundreds of brands like Bloom Nutrition, Scandinavian Biolabs , Playbackbone.

With white glove service they handle:
- All of your product compliance.
- Sell through OpenBorder entities
- Integrated inventory planning & complex order routing software
- Pre-vetted 3PLs that easily sync with your system.

So you don’t have to worry about all the non-Ops jobs.

And focus on getting your product to your new customers.

Oh, and they’ll configure your Amazon Ops in those countries as well.

That’s a whole other nightmare, solved. 

If you want to learn more talk to their CEO Darwish Gani

#shopify #openborderpartner

If you're a B2B content marketer and you're still relying on long-form blog posts…

You’re gonna be left in the dust. 

Assuming people actually read the blog.
Focusing on driving SEO traffic. 

Today, Content lives on social media and in chats.

Your content needs to be created for social, distributed on social, and planned all around it.

At this point, SEO that drives impact = core LPs.

Content needs to be created for distribution.

And everyone is reading on their mobile phones.

Ain’t nobody got time for a 10 page article.

#saas

Let’s dive into the most disrupted Plus app category: Analytics/Data


This space has been in chaos.

So we’ll break it down into parts.


Core infrastructure crumbling:
- Google sunsetted Google Optimize
- Hotjar had -4% YoY net install growth
- Microsoft Clarity came screaming outta nowhere with 3.8k Plus Installs

Data Feeds are all the rage
- Elevar grew 42% and broke into the Top 25.
- Google Shopping Feed saw 45% YoY growth.
- Triple Whale 🐳 +18% to break into the 31 spot.
- Retention.com broke into the Top 100.

The GO challengers:
- VWO +71% YoY
- Intelligems cracked 1.5% market share

Who knows how fast this space will continue to grow?
- Microsoft has a legitimate shot at being the # 2 player in 2 years.
- Ad + Email enrichments are becoming all the rage.

With Meta crumbling and Google being displaced by AI.

How we track performance on Shopify sites is about to change. 

For good.

#shopify

You’re missing out on ~30%+ of your most profitable Revenue.

Going International.

But let’s be honest. It’s awful + soul-sucking work.

It’ll take years off your life to set it all up yourself.

You’ll spend months asking:

- How do I need to translate all my labels?
- Don’t I need 3pls all over the world?
- How will I deal with taxes? Do I really know France vs. Australia’s VAT?
- Isn’t Intl shipping slow, unreliable, and expensive? 
- Isn’t the US market already big enough?

It so hard why not just leave this for an acquirer?

Because there’s 3-7% organic int'l Rev waiting. At $0 CAC. 

3 Ways brands like DRMTGLY, DIME Beauty Co, Obvi, Backbone, & Hostage Tape hit millions in months internationally:

1) Run current ads in new markets.
2) Localized pricing to improve conversion by country
3) Shipping globally in 3-7 days from their existing 3PL 

The build vs. buy argument should be obvious here.

Build: Your Ecom/Ops team spends 9 mos navigating this awful maze. You launch in Q2 2025.

Buy: Use Openborder and they’ll launch your Intl biz in < 2 weeks.

They handle everything from:
- Site Localization & Currency Conversion
- The nightmare of Tax, Duty & Legal
- Ship orders globally from your current Warehouse.

Think of them as your end-to-end International Ops team.

They need 5-7 hours of your time to set everything up.

I mean everything. You can even run your FB ads in English.

Really that works. I’m not kidding.

The 1 catch is they only work with brands doing $10m+/yr.

You know I wouldn't recommend a tool if I didn't have a great deal for you:

- No upfront fees: you don’t pay until you ship.

- They’ll guarantee (For $20m+ brands) a 3% lift in Rev.


Comment Global or DM me and I’ll directly intro you to their team.


5-7 hours of work for a ~30% lift in Rev this year? 

Sounds pretty good to me.

What's a tactic driving more Rev for less effort?

I need to get on that.


#shopify #openborderpartner

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