51 min

The Next Big Opportunity in Software — Eric Crowley, GP Bullhound Sub Club by RevenueCat

    • Technology

Eric is an investment banker with GP Bullhound, focusing on consumer subscription software (CSS), enterprise software, and financial technology. With investments in companies ranging from Spotify to Fishbrain, and clients such as AllTrails, Partnerize, and Motif, GP Bullhound provides transaction advice and capital to many of the leaders in the consumer subscription software space. Prior to joining GP Bullhound, Eric was a senior executive at a leading education SaaS company focusing on corporate finance and strategy.


In this episode, you’ll hear about:


(8:52) Prediction: There will be 50 more publicly-traded CSS businesses in 10 years.
(25:38) Web 3.0 is subscription-only CSS services.
(32:30) Cost structures for CSS vs. SaaS; Calendly.
(49:08) The evolving investment ecosystem: what does the future of CSS look like?

Eric is an investment banker with GP Bullhound, focusing on consumer subscription software (CSS), enterprise software, and financial technology. With investments in companies ranging from Spotify to Fishbrain, and clients such as AllTrails, Partnerize, and Motif, GP Bullhound provides transaction advice and capital to many of the leaders in the consumer subscription software space. Prior to joining GP Bullhound, Eric was a senior executive at a leading education SaaS company focusing on corporate finance and strategy.


In this episode, you’ll hear about:


(8:52) Prediction: There will be 50 more publicly-traded CSS businesses in 10 years.
(25:38) Web 3.0 is subscription-only CSS services.
(32:30) Cost structures for CSS vs. SaaS; Calendly.
(49:08) The evolving investment ecosystem: what does the future of CSS look like?

51 min

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