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Marketplace Startup Investment Checklist: Seed Stage (2026)

This checklist covers 23 due diligence items for Marketplace startups at the Seed stage. Each item has been validated against institutional investor practice. DDR automates the majority of these checks from a single pitch deck PDF upload.

23 checklist items · 4 red flags automatically detected · See a sample DDR report

Seed Requirements

Product-market fit signals: retention, NPS, organic growth
Early revenue: $10K–$100K MRR is the seed sweet spot
Repeatable go-to-market: clear acquisition channels with data
Team completeness: key hires made, gaps identified
Path to Series A: clear $1M ARR milestone credibly achievable
Unit economics: CAC and LTV directional even if not optimized

Marketplace Sector

Liquidity metrics verified by category and geography
Take rate trend confirmed and stable
Bypass rate estimated through user interviews and transaction audit
Network effect evidence documented in cohort analysis
Worker classification legal opinion obtained
Key supplier concentration: top 10 suppliers < 20% of GMV

Deep Dive

Measure true liquidity: percentage of listings that result in transactions by category
Check bypass rate: survey samples of buyers/sellers about off-platform behavior
Review take rate trend: has it been stable, rising, or declining?
Assess network effect evidence in cohort and geographic data
Interview both supply and demand side users independently

Regulatory

Verify: Worker classification: gig economy platforms face ongoing IRS and state scrutiny on contractor vs. employee
Verify: Antitrust: dominant marketplaces face regulatory scrutiny on self-preferencing and exclusivity
Verify: Consumer protection: transaction guarantees, fraud liability, and dispute resolution obligations

OSINT Signals

Check: App Store / Play Store downloads and ratings trend
Check: Supply-side community forums (Reddit, Discord) for sentiment
Check: Google Trends for marketplace brand and category terms
DDR AUTOMATES THIS CHECKLIST

Upload a Marketplace startup pitch deck and DDR automatically completes 16+ of these 23 checklist items — sourcing data from 13 OSINT signals, benchmarking against 3 comparable companies, and detecting all 4 critical red flags.

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