🎧 Episode 3 — Consumer SaaS

In this episode of Venture Desktop, we are exploring the Consumer Subscription business model — or Consumer SaaS — how consumer demand shaped the growth of the market to date, what investment and company creation opportunities look like going forward, and how the capital stack will mature to support the vast range of companies in the market.

If you want to stay up to date, come find me on Twitter @brettbivens or head to venturedesktop.substack.com to subscribe to the newsletter.

• Consumer Subscription Software Insights — GP Bullhound


• Revenue Multiples in Consumer Tech — Blossom Street Capital


• The Case for Growth — Dave Bujnowski (h/t Paul Barnes)


• GP Bullhound...again


• Bootstrapping to "step function metrics" — Dave Ambrose


• Kayla Itsines’ Sweat app will rake in $77 million this year — TechCrunch


• Calm — Raise small, get profitable


• Calm — Controlling your own destiny


• The At-Home Fitness Roll-up


• Match Group and Segmentation — Brian Norgard


• Match Business Overview


• Spotify Expansion


• Thoma Bravo

Rereadables

• The Internet Subscription Startup is Winning — Tom Tunguz


• Mass Saas — Zal Bilimoria


• Consumer Subscription Software — Nicolas Wittenborn


• The continuous rise of SaaS in the consumer space — Angela Tran

Relistenables

• Allen Chen (Fitbod) — Growth Metrics that Matter


• Holger Seim (CEO, Blinkist) — SaaS Open Mic


• Rebecca Kaden, Nikhil Basu Trivedi, and Jonathan Yoni Regev on Consumer Defensibility — Venture Stories

Retweetables

• Kate Clark on VSCO<