All autopsies

// STARTUP COMPARISON

Percentil vs Badi

Percentil failed in 2019 due to Unit Economics. Badi failed in 2022 due to Bad Timing. Different causes, different sectors, different eras — but the same simulation outcome.

METRIC🔥 Percentil🔥 Badi
SectorEcommerceProptech
CountrySpainSpain
Founded20122015
Died20192022
Raised€5M$30M
Peak€5M raised$30M raised
Primary CauseUnit EconomicsBad Timing

// WHY EACH FAILED

🔥 Percentil
Unit Economics
Percentil built a curated secondhand children's clothing marketplace in Spain, raising €5M and achieving strong early traction. The core unit economics problem: each transaction required photographing, categorizing, storing, and shipping individual low-value items (average basket €20-30). The logistics cost per item was too close to the item value to achieve positive margins at any realistic scale. The company shut down in 2019 after failing to raise Series B.
// LESSON
Secondhand marketplaces with sub-€40 average baskets face a structural logistics trap. The unit economics only work if the seller handles logistics (C2C), not the platform (managed). Percentil chose managed — and paid for it.
🔥 Badi
Bad Timing
Badi built a Tinder-style matching app for room rentals in urban markets (Barcelona, Madrid, London, NYC). The model depended entirely on urban density — young professionals needing affordable shared housing near work. COVID emptied city centers as remote work spread. Demand for urban room rentals collapsed in 2020-2021. By the time urban density recovered, cheaper competitors (Idealista, Fotocasa, SpareRoom) had consolidated the market. Badi shut down its platform in 2022.
// LESSON
Marketplaces that depend on urban density have zero pandemic resilience. Badi needed people in cities and needed them to be price-constrained. Remote work broke both assumptions simultaneously.

// EXPLORE FURTHER