{"id":506,"date":"2018-12-20T22:06:48","date_gmt":"2018-12-20T22:06:48","guid":{"rendered":"https:\/\/mattersgraph.com\/?post_type=insight&p=506"},"modified":"2026-06-16T20:13:31","modified_gmt":"2026-06-17T00:13:31","slug":"commercial-due-diligence-and-value-generation-via-network-effects","status":"publish","type":"insight","link":"https:\/\/mattersgraph.com\/es\/insights\/commercial-due-diligence-and-value-generation-via-network-effects\/","title":{"rendered":"012: Diligencia debida comercial y generaci\u00f3n de valor a trav\u00e9s de efectos de red"},"content":{"rendered":"

Muchas inversiones atractivas se basan en efectos de red; se trata de empresas que... conectar<\/em> Usuarios, compradores y\/o proveedores. Empresas como Visa, eBay y LinkedIn han disfrutado notablemente de los beneficios de los efectos de red para acumular un valor inmenso y muy duradero. Fuera del sector del software, negocios como los de reclutamiento, comercio minorista, medios de comunicaci\u00f3n, redes de proveedores de salud y muchos otros, tambi\u00e9n se benefician de los efectos de red.<\/p>\n\n

Comprender d\u00f3nde se mantendr\u00e1n los efectos de red y d\u00f3nde podr\u00edan romperse es fundamental para evaluar una operaci\u00f3n. Las empresas objetivo en mercados con efectos de red se enfrentan a dos riesgos principales:<\/p>\n\n

    \n
  1. Ser superado en un mercado hipercompetitivo donde los efectos de red son fuertes; o<\/li>\n\n\n\n
  2. Ser intermediado en mercados donde los efectos de red son atenuados.<\/li>\n<\/ol><\/div>\n\n
    \n\n

    \u00bfC\u00f3mo saber si un mercado est\u00e1 en su punto \u00f3ptimo? Hemos descubierto que investigar algunas preguntas puede darnos una idea de la respuesta.<\/p>\n\n

      \n
    1. \u00bfSe percibe? costos de cambio<\/strong> \u00bfPara los usuarios, aumenta cuanto m\u00e1s usan el servicio?<\/li>\n\n\n\n
    2. \u00bfMejora el servicio con el tiempo? cada nuevo usuario<\/strong>?<\/li>\n\n\n\n
    3. Est\u00e1 ah\u00ed\u00a0margen de crecimiento<\/strong>? (ver nuestros art\u00edculos sobre\u00a0realizar diligencia debida en la adopci\u00f3n\/crecimiento<\/a>\u00a0y\u00a0dimensionamiento efectivo del mercado<\/a>)<\/li>\n\n\n\n
    4. \u00bfSon los h\u00e1bitos<\/strong> \u00bfAsociado con el servicio de la empresa objetivo es m\u00e1s f\u00e1cil para un usuario formar que aquellos asociados con un agregador potencial? Ben Thompson tiene una Aqu\u00ed encontrar\u00e1 una definici\u00f3n de agregador que invita a la reflexi\u00f3n.<\/a>.<\/li>\n\n\n\n
    5. Son costos de adquisici\u00f3n de clientes <\/strong>\u00bfbajo?<\/li>\n<\/ol>\n\n

      Repita estas preguntas para cada lado del mercado. Cada respuesta afirmativa aumenta el valor de la fortaleza de la red en el mercado.<\/p>\n\n

      \"Number<\/figure>\n\n

      Enfrentar una hipercompetencia en un mercado con fuertes efectos de red:<\/strong> Estos mercados pueden crear un entorno hipercompetitivo donde el ganador se lo lleva todo. En momentos decisivos, un cambio sutil en un solo producto puede facilitar la formaci\u00f3n de h\u00e1bitos, y estos peque\u00f1os cambios pueden transformar el mercado por completo. Myspace fue un \u00e9xito rotundo hasta que Facebook lo volvi\u00f3 irrelevante: la creaci\u00f3n de nuevos h\u00e1bitos en torno al "feed de noticias" alter\u00f3 dr\u00e1sticamente el uso de las redes sociales. Las redes sociales obtienen al menos un "6" en nuestra escala: \u00a1cuidado con los mercados donde el ganador se lo lleva todo! Ganar puede ser una gran ventaja, pero perder puede ser desastroso.<\/p>\n\n

      Ser intermediado en un mercado con efectos de red d\u00e9biles<\/strong>: El crecimiento relativamente lento junto con <\/em>Las bajas barreras de entrada para servicios de entrega de comida como Seamless o Grubhub (fundados en 1999 y 2005, respectivamente) dejaron un amplio espacio para nuevas empresas de reparto: Delivery Hero, Deliveroo, Foodpanda, Postmates, Uber Eats, DoorDash, Amazon Restaurants, etc. La complejidad resultante puede confundir a consumidores o proveedores de servicios y crear la oportunidad para que algo como Google Maps se posicione como agregador. Con Google, simplemente buscas un restaurante y descubres qu\u00e9 servicios reparten para ese restaurante. \u00bfQu\u00e9 h\u00e1bito es m\u00e1s f\u00e1cil de adquirir: buscar en Google Maps una sola vez o abrir varias aplicaciones de entrega de comida? Hoy, calificamos las aplicaciones de entrega de comida con un "2" en nuestra escala.<\/p>\n\n

      Los efectos de red son aspectos importantes a considerar, pero estos mismos factores pueden ser utilizados por inversores de diversos sectores para aumentar el valor de los servicios y productos que poseen o gestionan actualmente. \u00bfEs posible incrementar los costos de cambio o facilitar la adquisici\u00f3n de nuevos productos por parte de los clientes?<\/p>","protected":false},"excerpt":{"rendered":"

      Muchas inversiones atractivas se basan en los efectos de red: se trata de negocios que conectan a usuarios, compradores y\/o proveedores. Empresas como Visa, eBay y LinkedIn han disfrutado notablemente de los beneficios de los efectos de red\u2026<\/p>","protected":false},"author":[82],"featured_media":0,"template":"","meta":{"featured_image_background_position":"","promoted":false,"promoted-priority":0,"footnotes":""},"sector":[],"topic":[83,71,50,80,67],"audience":[],"insight-category":[140],"class_list":["post-506","insight","type-insight","status-publish","hentry","topic-customer-loyalty","topic-disruptors","topic-growth-rates","topic-organic-growth-tactics","topic-value-development-generation","insight-category-value-creation","author-jeff-merkle"],"yoast_head":"\n012: Commercial Due Diligence and Value Generation via Network Effects - Matters Graph<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/mattersgraph.com\/es\/insights\/commercial-due-diligence-and-value-generation-via-network-effects\/\" \/>\n<meta property=\"og:locale\" content=\"es_MX\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"012: Commercial Due Diligence and Value Generation via Network Effects - Matters Graph\" \/>\n<meta property=\"og:description\" content=\"Many attractive investments are predicated on network effects \u2013 these are businesses that connect users, buyers, and\/or suppliers. 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