All autopsies

// STARTUP COMPARISON

EasySi vs Wirecard

EasySi failed in 2019 due to Ran Out of Money. Wirecard failed in 2020 due to Fraud. Different causes, different sectors, different eras — but the same simulation outcome.

METRIC🔥 EasySi🔥 Wirecard
SectorFintechFintech
CountryMexicoGermany
Founded20151999
Died20192020
Raised$8MPublic (DAX)
Peak$8M raised€24B market cap
Primary CauseRan Out of MoneyFraud

// WHY EACH FAILED

🔥 EasySi
Ran Out of Money
EasySi provided working capital loans to Mexican small businesses. After raising $8M it scaled aggressively but Mexico's 2019 economic contraction raised default rates above sustainable levels. Unable to raise a Series B in a deteriorating macro environment, EasySi shut down in 2019.
// LESSON
SME lending in emerging markets is highly sensitive to macro cycles. Build capital buffers for 2x your expected default rate before scaling. The cycle always turns.
🔥 Wirecard
Fraud
Wirecard, a DAX-listed German payment processor, admitted in June 2020 that €1.9B supposedly held in Philippine bank accounts did not exist. Auditor EY had signed off for nine years. The Financial Times had raised doubts for years. CEO Markus Braun was arrested. COO Jan Marsalek fled to Russia and remains a fugitive.
// LESSON
A DAX listing is not due diligence. If cash balances cannot be independently verified, they do not exist. Auditors sign documents, not reality.

// EXPLORE FURTHER