Bamboo Orchard
How we positioned six companies across four sectors in eighteen months through a single venture studio
6
startups equipped with brand new positioning ranging from a dating app, to a home fitness brand, to fintech company.
4
unique sectors with heavily established incumbents.
18
months of collaboration and company launches.
Bamboo Orchard is a UK-based venture studio. Unlike a traditional agency or consultancy, a venture studio takes on early-stage, venture-backed companies and builds the functions they need to grow: marketing, sales, legal, HR, executive coaching. It operates as an embedded partner, not an external advisor.
The client
Soba was brought in as Bamboo Orchard’s positioning and marketing partner across its portfolio. Over eighteen months, we worked with six companies spanning home fitness, dating apps, fintech, and professional networking. Each company arrived at a different stage, with different funding, different markets, and different positioning challenges. What they had in common was that none of them had a defined market position, and they all needed one fast.
The challenge
Venture-backed companies face a particular positioning problem. They are building products in markets that are either crowded with established players or so new that buyers don’t yet understand the category. They have limited time, limited budgets, and founders who are deep in the product but often have not yet articulated what makes it different, who it is for, or why anyone should care.
For Soba, the challenge was compounded by volume and variety. This was not one company in one sector. It was six companies across four fundamentally different markets, each on its own timeline, each with its own competitive landscape, and each needing a clear market position before it could credibly go to market.
The work had to be fast. Venture timelines do not allow for months of research and iteration. We needed to define the position, build the go-to-market messaging, and get each company into market within weeks, not quarters.
What we did
Each portfolio company went through the same core positioning process, adapted to its budget, stage, and market complexity.
We identified the competitive landscape, defined the ideal customer, articulated the differentiation, and built the messaging to take the product to market.
Four companies illustrate the range of that work.Fittle — Home Fitness
Fittle is a home fitness product starting at £1,250. The product was designed for people who had some experience with free weights but were not regular gym-goers — a narrow segment that needed careful definition, because the product did not carry enough weight to serve serious lifters, and was too advanced for complete beginners.
The positioning challenge was precision. We worked with the co-founders to define exactly who this product was for: people with enough experience to use free weights confidently, but who trained at home rather than at a gym, and who were willing to invest in a high-quality setup. That excluded both ends of the market — the casual fitness buyer and the dedicated lifter — and required messaging that spoke directly to the middle without alienating either side.
From there, we developed the go-to-market strategy. For a high-ticket, niche product, the question is not just who buys it, but how you build enough fame and interest quickly to justify the price point. We worked with the founding team to identify the channels, the message hierarchy, and the launch approach that would generate demand in a segment most competitors were ignoring.
Fuse — Dating App
Fuse is an American dating app built on a distinctive premise: your friends choose your dates for you. The founders came to us with the concept but no positioning, no messaging, and no go-to-market strategy. Everything needed to be built from scratch.
We conducted an in-depth analysis of where Fuse would sit in the dating app market relative to established players like Bumble and Hinge. The competitive landscape in dating apps is brutal — a small number of dominant platforms with enormous user bases and brand recognition. Fuse’s positioning had to be sharp enough to carve out a reason to exist alongside them, not as a better version of Bumble, but as a fundamentally different proposition.
We defined the core message, the value proposition, and the distribution strategy. We also worked with the team to identify the best market for initial launch, recommending Philadelphia based on demographic fit, market size, and competitive density. The entire value proposition — from positioning statement to launch market — was built by Soba.
Eco2Wallet — Sustainable Fintech
Eco2Wallet is a fintech product: a virtual wallet where every transaction contributes to a sustainability initiative, such as planting a tree. The challenge was persuading people to leave their existing banking apps and digital wallets for a new entrant in an emerging but increasingly competitive sector.
We ran a competitor analysis across the sustainable fintech landscape, examining both direct competitors and lookalike products to map where the established players were positioned and where gaps existed. The sector was young but already had relatively well-funded incumbents, which meant Eco2Wallet could not rely on category novelty alone.
The positioning work focused on identifying what would make someone switch — not just what the product did, but what emotional and practical barriers existed and how the messaging could address them. We built a market position that emphasised the tangible, visible impact of each transaction, making sustainability feel like an action rather than a feature.
BYP Network — Professional Networking
BYP is a professional network for Black professionals that was losing both money and members. The core problem was that there was no compelling reason for anyone to join or stay — the community lacked a clear value proposition, and membership was declining as a result.
We were tasked with discovering what made BYP different, turning that into a compelling offering, and supporting the build and launch of the BYP app. The work also included positioning BYP for its expansion into New York, which required understanding how the proposition would translate to a different market with different expectations and a different competitive landscape.
This was repositioning work at its most urgent. The company was haemorrhaging cash, and the positioning needed to give existing members a reason to stay and prospective members a reason to join — quickly, clearly, and in a way that could scale across markets.
Across the portfolio
Beyond the positioning work for individual companies, we supported Bamboo Orchard’s portfolio companies in building their marketing functions from the ground up. This included helping companies hire their first marketing leaders: writing job descriptions, establishing salary benchmarks, and filtering candidates to ensure each company had the right person in place to carry the positioning forward after our engagement ended.
We also directly supported Bamboo Orchard’s own business development. By participating in pitches and client calls alongside the Bamboo Orchard team, we helped the venture studio close approximately £40,000 in new client contracts across five companies — demonstrating the commercial value of having a positioning capability embedded in the studio’s offering.
The results
Six
companies positioned
Across home fitness, dating apps, sustainable fintech, and professional networking — each with a distinct competitive landscape.
in new deals for the studio
Closed through direct participation in pitches and client calls alongside the Bamboo Orchard team.
Four
sectors in 18 months
Every engagement required understanding a new market, new competitors, and new buyer psychology from scratch.
marketing functions built
Including hiring support for marketing leaders to carry the positioning forward after engagement.
£40,000
0 → 4
What we delivered
Market positioning for six venture-backed companies across four distinct sectors
Competitive analysis and landscape mapping for each portfolio company, scaled to budget and stage
Ideal customer profile definition and go-to-market messaging for each product
Full value proposition development for early-stage companies with no existing positioning
Launch market identification and recommendation (Fuse — Philadelphia)
Hiring support for marketing leaders across portfolio companies: job descriptions, salary benchmarking, and candidate filtering
Direct business development support for Bamboo Orchard, contributing to £40,000 in closed deals
Why it works
The Integral and Soufflet Malt case studies show what happens when positioning research is applied in depth to a single company or across a complex multinational launch. Bamboo Orchard shows something different: what happens when the same positioning discipline is applied at speed, across multiple companies, in markets that have nothing in common except the need for a clear position.
Home fitness, dating apps, sustainable fintech, and professional networking are fundamentally different categories with fundamentally different buyers, competitors, and market dynamics. Positioning a £1,250 fitness product for a narrow segment of home trainers requires completely different thinking from positioning a dating app against Bumble and Hinge, or persuading people to switch their digital wallet for a sustainability-focused alternative.
What stayed constant was the process. Understand the competitive landscape. Define who the product is for and who it is not for. Identify what makes it different in a way that matters to the buyer. Build messaging that communicates that difference clearly and directly. Then get out of the way.
Venture-backed companies cannot afford to get positioning wrong. They have limited runway, and a confused market position burns cash faster than almost anything else. The Bamboo Orchard engagement proved that our positioning process works not just in depth, but at pace — and across any sector.
6. What This Means for You
6.1 This is structural, not cyclical
If you’ve been waiting for the market to ‘bounce back,’ stop waiting. The convergence of AI automation, chronic underinvestment in training, wage stagnation relative to competing sectors, and the hollowing out of junior and mid-level pipelines represents a permanent transformation of the marketing profession. As Ritson argues in The Drum, AI isn’t a temporary disruption. It’s driving a permanent reduction in the number of people needed to do this work.
6.2 The skills that will matter are the ones AI can’t do
Judgement. Relationship management. Leadership. The ability to sit in front of a CEO and make the case for a brand investment that won’t pay back for three years. The ability to say no to a bad idea when the algorithm says yes. Marketing Week’s data shows that almost two-thirds of respondents — and nearly three-quarters of CMOs — believe marketing strategy is undervalued. The profession knows the problem. The question is whether it will act on it.
6.3 The confidence crisis is real
Marketing Week’s 2026 Career & Salary Survey found that 13.6% of marketers now lack confidence in their skills, up from 9.9% the previous year. 85% have experienced imposter syndrome, with half reporting these feelings have intensified over the past year. Whether that’s a genuine skills deficit or a confidence gap driven by relentless technological change, it’s shaping how an entire profession views itself.
Source: Marketing Week, ‘‘Always in beta mode’: Marketers on bridging the confidence gap’, February 2026
6.4 Your most experienced people are your biggest asset — act like it
The profession is pushing out the marketers who understand its most valuable consumers, who carry the strategic judgement AI can’t replicate, and who have the experience to navigate exactly the kind of disruption the industry is facing. Replacing a 50-year-old CMO with a 28-year-old performance marketer and an AI subscription isn’t a strategy. It’s a gamble. And the data suggests it’s not paying off.
7. Frequently Asked Questions
We’ve compiled the questions that are most likely to come up when you share this briefing with your team, your board, or your clients. If we’ve missed one, the source index at the end has everything you need to dig deeper.
Isn’t this just a normal economic cycle? Won’t it bounce back?
No. That’s the critical distinction this time. Previous marketing downturns — the 2008 recession, the post-Covid reshuffling — were cyclical. Jobs contracted, then expanded again as confidence returned. What the data shows now is structural change. AI is permanently reducing the number of people needed to do marketing work. Forrester has upgraded its forecast from 8% agency job losses by 2030 to 15% by the end of 2026. When someone leaves a marketing team and the role isn’t replaced, that’s not a hiring freeze. That’s a role that no longer exists. Mark Ritson’s analysis in The Drum puts it plainly: The Great Stay is not a blip. It’s a new normal.
Is the skills shortage a UK-specific problem?
No. It’s global, though the data in this briefing focuses on the UK and US because that’s where the most robust longitudinal research exists. The WFA/MediaSense study found that 77% of respondents globally reported talent scarcity, peaking at 81% in the US and 93% in APAC. ManpowerGroup’s annual survey found that 74% of employers worldwide struggle to find the talent they need. In the US specifically, the Taligence 2025 Marketing Jobs Report found job postings fell 8% year-on-year, and the average marketing salary actually fell by 3%. This is not a regional issue — it’s an industry-wide one.
If there’s a skills shortage, why are so many marketers out of work?
Good question, and it gets to the heart of the paradox. The shortage isn’t in the number of people who call themselves marketers — it’s in the specific skills employers need. There’s no shortage of social media managers. What’s scarce is people who can do data analytics, performance marketing, marketing effectiveness measurement, and AI implementation. The market is simultaneously oversupplied with generalists and undersupplied with specialists. Add in the K-shaped dynamic — senior roles holding up while mid-level and junior roles disappear — and you get a situation where experienced marketers can’t find roles that match their level, and businesses can’t find people with the skills they actually need.
Why aren’t companies just training their existing people?
That’s the £319 billion question. Marketing Week’s 2024 survey found that 48.8% of marketers hadn’t been offered any upskilling opportunity. Only 11.2% of businesses had conducted a skills audit. The reasons are a cocktail of short-termism, budget pressure, and a ‘more with less’ culture that leaves no time or money for development. When 54.9% of your workforce is absorbing more responsibility without more pay, training becomes the thing that gets pushed to next quarter — every quarter.
Is AI really eliminating marketing jobs, or is that overhyped?
Both things are partially true, which makes this hard to navigate. The headline predictions — ‘AI will replace all marketers’ — are overhyped. But the gradual, quiet contraction is very real. HubSpot reports 74% of marketing professionals already use AI daily. A Federal Reserve Bank of New York survey found 12% of service firms had already reduced hiring because of AI. The impact is K-shaped: junior and mid-level roles are being absorbed, while senior strategic roles remain (for now). As Ritson wrote in The Drum, this is not a sudden explosion — it’s a year-on-year constriction that’s quieter and more corrosive than most realise until they try to find a new job.
What’s ageism got to do with a skills shortage?
Everything. The industry is losing its most experienced practitioners at exactly the moment it needs their capabilities most. 79% of UK marketers are under 45. Just 6.2% of the advertising workforce is over 50 — despite that age group making up 32% of the UK working population. Senior marketers are being made redundant, not replaced, and squeezed out through restructuring and a cultural obsession with ‘digital native’ credentials. Meanwhile, the skills the industry says it’s desperate for — strategic thinking, effectiveness, judgement, leadership — are exactly the ones that take decades of experience to develop. Pushing out the over-45s while complaining about a lack of strategic capability is, at best, contradictory. At worst, it’s the cause of the problem.
What should a CMO or CEO actually do with this information?
Four things, immediately. First, audit your team’s skills honestly — only 11.2% of businesses have done this, which means if you do it you’re already ahead of 89% of your competitors. Second, invest in training. Not a ‘lunch and learn’ — structured, funded development in the areas that matter: data, effectiveness, AI literacy. Third, protect your experienced people. The person in their late 40s who understands brand strategy, can read a P&L, and can push back on a bad brief is harder to replace than you think — and the data shows they’re being pushed out across the industry. Fourth, stop expecting the market to provide what you need. The talent isn’t coming. You have to build it.
Where can I read more?
Every statistic in this briefing is sourced from publicly available trade press and industry research. The full source index is on the next page. The two single best starting points are Marketing Week’s Career & Salary Survey series (published annually, with the 2025 edition providing the most current data) and Mark Ritson’s February 2026 column in The Drum on The Great Stay. Between them, they cover the skills gap, the job market collapse, AI’s impact, and the structural outlook for the profession. Both are behind paywalls, but both are worth paying for.
8. Source Index
Marketing Week (marketingweek.com)
• ‘Marketers point to data analysis as biggest skills gap’ – 1 March 2024
• ‘Skills gaps, restructures, outsourcing: 5 interesting stats’ – 18 March 2024
• ‘Marketing leaders on tackling the upskilling imperative’ – 4 March 2024
• ‘How is marketing recruitment shaping up in 2025?’ – 9 January 2025
• ‘More with less the tough reality for over half of marketers’ – 13 March 2025
• 2025 Career & Salary Survey series (March–April 2025)
• ‘Over half of brands facing marketing effectiveness skills gap’ – 22 April 2025
• ‘80% of CMOs concerned about AI skills gap’ – 7 April 2025
• ‘Over half of brands facing performance marketing skills gap’ – 8 April 2025
• ‘Why are marketing teams struggling to close martech skills gaps?’ – February 2026
• ‘‘Always in beta mode’: Marketers on bridging the confidence gap’ – February 2026
• ‘Half of B2B marketers grappling with AI skills gap’ – October 2025
• ‘79% of marketers aged under 45, study reveals’ – 23 July 2024
• ‘Almost three quarters of marketers aged under 45, study finds’ – 7 February 2023
• ‘‘Rudely interrupted’: How should marketers handle the industry’s ageism problem?’ – 20 February 2023
• ‘The big debate: Is age discrimination rife in the marketing profession?’ – 2017
The Drum (thedrum.com)
• Mark Ritson: ‘The Great Stay and the quiet collapse of the marketing job market’ – 9 February 2026
• ‘Are marketing execs still in a fight for talent?’ – 12 February 2025
• ‘Top marketers have realized low wages are causing tech talent drought’ – 1 February 2023
• ‘There’s a talent shortage. Freelancers are your friends, not foes’ – 8 January 2024
• ‘‘They’re missing development time’: agency bosses need to step up’ – 6 May 2022
• ‘We need to do more’: Ad Association launches task force amid talent crisis – 27 January 2022
• ‘Ageism is a big problem in advertising, so what are agencies doing about it?’ – 2021
• ‘How do you solve a problem like ageism in the marketing business?’
• ‘Ageism in ads: why are brands still failing to properly represent older women?’ – 10 December 2021
• The Drum Debate: ‘Is the advertising agency model dead?’ – 2024
Other Sources
• CIM/Hays Recruitment: Salary and Recruiting Trends 2025 guide (400+ marketing professionals)
• WFA/MediaSense: ‘Media’s Got Talent?’ global talent research, 2022
• ManpowerGroup: Annual Talent Shortage Survey, 2025
• Taligence: 2025 Marketing Jobs Report (240,000+ US listings)
• Robert Half: 2026 Marketing Job Market Report
• UK Office for National Statistics: Job vacancy and labour market data
• US Bureau of Labor Statistics: JOLTS data
• Federal Reserve Bank of New York: September 2025 survey
• Forrester: Agency automation forecasts
• IPA Agency Census: Average age and demographic data for UK advertising agencies
• Advertising Association: All In Census 2023
• Campaign magazine: Survey on ageism in advertising, marketing, media and PR
• WerkLabs: Survey on age-related discrimination in marketing
• AARP: Studies on representation of over-50s in media imagery (2019, 2021)
• Experience Advocacy Taskforce/AIC: Study on premature exits from advertising, October 2024
• Adapt Worldwide: ‘The Forgotten Bias: Ageism in Marketing’
• CreativeX: Analysis of 126,000+ ads on age representation