🎧 Episode 3 — Consumer SaaS Venture Desktop

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


This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit venturedesktop.substack.com