The primary customer to RaaS providers are startups who want to launch applications on their own dedicated rollup. To them, the most important thing is building the app and growing users — spending months of developer time to get up to speed on rollup frameworks is not something they want to spend time on, nor is it something they should spend time on. Since RaaS providers’ entire business is based on understanding rollup frameworks and building developer tooling around them, they are perfectly positioned to help startups evaluate the framework options available to them.
At the moment, it’s looking like RaaS providers have two sources of revenue — (i) sequencing fees, and (ii) infrastructure and tooling.
RaaS providers run sequencers which order transactions for apps. In return, they charge a fee for performing the service. We’ve seen two ways RaaS providers charge sequencing fees: a revenue-share component where the application shares a percentage of revenue it receives from the transaction fees end-users pay to use its app and a simple monthly SaaS fee for hosting a sequencer.