Thread by @arvidkahl

Stripe is trying to disrupt private equity.

They have your revenue metrics. They have your customer demographics and risk factors. They know about every charge, your churn and retention. They have the ultimate cohort benchmarking data set.

A thread...

With Stripe Capital, they invest. They see how well investing any amount of money translates into growth. That way, they can figure out the future growth potential of any business they serve. By just pumping money into it.

With the Stripe Corporate Card, they have all your expenses. That allows them to extrapolate usage levels of all your services. They know down to the dollar how much it costs to run your business. They know your exact margins.

With Stripe Atlas, they suggest how you should best incorporate and run the administrative part of your business. They have the full paper trail on your business from day one.

This is a due diligence process. Stripe knows exactly which companies would warrant being acquired. They are adding more and more services to look into more and more parts of the businesses that they serve.

That’s actually quite genius.