Dear Startup Investor,

Over the past decade or two, the “on-demand economy” managed to transform nearly every consumer industry on earth.

It basically encompasses any marketplace in which goods and services can be delivered immediately (or almost immediately). It all started with TV and movies you could watch on demand via your cable provider…

But now, there are very few things we’re actually forced to wait for.

Amazon Prime can deliver millions of items to our homes just hours after we place an order. Instacart brings us our groceries. Netflix and its competitors beam entertainment to our TVs.

We can buy eBooks that download in seconds… transfer funds between bank accounts instantly… and summon personal drivers via Uber in minutes.

And if you zoom out beyond the scope of entertainment and recreation, you’ll notice we’re starting to expect even critically important services on demand – like telemedicine appointments, consultations with lawyers, and more.

In most industries, the on-demand option had no problem ousting the old way of doing things (when was the last time you placed a phone call to get a taxi to the airport?).

And the first few companies to bring on-demand tech to a new sector have been rewarded handsomely. Like…

  • Netflix (NFLX), the pioneer of movie streaming. Netflix was valued at $1 million in 2006 and introduced on-demand streaming in 2007. Today, its market cap is upwards of $237 billion (a 23,699,900% increase)
  • Uber (UBER) – up 2,049,900% since its 2010 seed round
  • Spotify (SPOT), now worth nearly $70 billion (a 262,988% jump since 2008)

On-demand services have won over nearly every space imaginable. Many of them explode into multi-billion-dollar companies (think Doordash’s smash-hit $60 billion IPO last December), and the industry is set to reach $355 billion by 2025.

So, what’s driving these booms? Why are on-demand services the companies to beat?

First, these business models are smart.

They can satisfy consumer needs (and more of them) in a much more efficient and cost-effective way. One way companies do this is by combining new technology with existing infrastructure, like Curb’s app that connects taxi drivers to a wider rider base. Other companies, like Airbnb, leverage freelance work for cheaper and more accessible service options.

On-demand business models are also more scalable, with bigger total addressable markets than those we’ve seen in the past. For example, we can think about Domino’s delivery. Each Domino’s location has its own delivery service, but only for people who want pizza from Domino’s. Uber Eats, however, can deliver any pizza, including Domino’s, to your door in the same or less time.

It’s fast, and it’s hassle-free, which brings us to our next point…

People are willing to pay for the convenience.

The always-connected smartphone generation has made simplicity and convenience its top priorities in purchasing decisions. On-demand services not only make it easier to get what we want, when we want it, but the easy booking process also justifies paying small service or delivery fees.

In a survey of Whole Foods and Trader Joe’s customers, for example, nearly 50% of respondents said they would use online grocery services solely because of the convenience of delivery. Overall, U.S. consumers spend $57.6 billion in the on-demand economy every year, and more than 22.4 million people join the space annually.

If one thing’s clear, it’s that the on-demand economy is here to stay… and the revolution isn’t over. Most of the industries we know today are run by companies offering instant access to services, but there are still some sectors whose potential haven’t been tapped… yet.

Take the game industry, for example. Not sports or video games, though – we’re talking about board games, card games, and even game shows.

At the moment, the space is still operating the way it always has: consumers purchase a board game at the store and play it around the kitchen table, plastic pieces, fake money, and all.

It’s a $15 billion industry of untapped on-demand digital potential – but that’s about to change.

Daymond John is currently speaking with a company that’s pioneering an entirely new category of board games: SGOD, or “Social Games on Demand.” The idea is simple: people want to play the games they know and love, but don’t have access to them. It’s a revolutionary digital solution.

This startup is bringing them to users in a format that’s never been seen before – it’s fast, it’s convenient, and it’s poised to be the next company to disrupt one of the most beloved spaces by families around the world.

Combine that first-mover advantage with a hefty IP catalog, including partnerships with Hasbro, Disney Pixar, Star Wars, Marvel, and you’ve got a company that could reach a $1 billion valuation in just five years.

And if one of the big guys catches on – think Netflix, Amazon, or Disney+ — we could see that valuation jump to $6 billion over the long haul.

Daymond is giving you the opportunity to get in on the company today, but you have to move fast. Deals of this caliber never stay open for long, and we don’t want you to miss what could be America’s next unicorn startup.

So if you want to get the details, just head over here right now.

That’s all for today. We’ll be back soon with another update.

Until next time,

The Research Team