Arkon GroupIndustrySoftware & platforms
For €10–50m SaaS and platform operators in Europe and the US, where the moat is switching cost and the leakage is tier sprawl.
5 minutes · €0 · No credit card
What we see
Drawn from the vertical, usage-intensity and company-size patterns that recur across SaaS, vertical-platform and marketplace businesses.
Top-quintile users routinely burn 4-8x the base allowance; overage bands set 2-3 years ago run 30-40% under benchmark.
Vertical depth typically commands 2-3x horizontal premium — under-captured when packaging mirrors generalist tooling.
Enterprise on standard pricing leaves 25-40% on the table; segment-blind packaging treats 5,000 seats like 50.
5-tier sprawl cannibalises mid-tier; consolidating to 3 tiers lifts mid-cohort ARPA without churn risk on cohort modelling.
Net revenue retention below 100% is a churn-and-contraction signal that compounds; expansion telemetry surfaces the cohort early.
Annual-prepay caps set at 18-22% against an NPV breakeven near 12%; the 6-10 pt gap is structural leakage on renewals.
These patterns aren't universal — your audit reveals which apply to your business.
What the platform does
All seven modules are available; these three move the numbers first for most software and platform operators.
Which markets, segments and geographies to enter organically — scored, ranked, and re-weightable as your priorities move.
Which verticals and geographies to enter next — scored on size, growth, fit and cost of entry, with the weights yours to move.
Who you are for, then the right routes to reach them — a tighter sales motion and accounts that grow beyond the first sale.
Vertical × usage-intensity × org-size segmentation · PLG / inbound / outbound / relationship motion mix per ACV tier · account portfolio expansion · churn-risk surfacing on NRR <100% cohorts.
Willingness-to-pay by segment, then the pricing potential your team is leaving on the table.
Vertical-depth willingness-to-pay · tier mis-allocation diagnosis · enterprise capture on usage-elastic cohorts · prepay-cap calibration · power-user re-pricing.
What this looks like in practice
The EBITDA Bridge is Commercial Strategy's reconciliation: every module's contribution lands as a bar, and each bar connects to the data, the mechanism and a confidence flag.
Sample software & platforms EBITDA Bridge — directional, generated from a representative buyer profile. Your audit produces yours.
Why this, not another tool
Five minutes, €0 — where your commercial system has lift across positioning, pricing, sales motion and account growth.