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Optimizing Your Subscription App for Growth — Eric Crowley, GP Bullhound
Description
Our guest today is Eric Crowley, a tech investment banker with GP Bullhound. With investments in companies ranging from Spotify to Whoop, and clients such as AllTrails, Pinkbike, and Lingoda, GP Bullhound provides transaction advice and capital to many of the leaders in the Consumer Subscription Software space.
On the podcast we talk with Eric about his 2021 report on Consumer Subscription Software, the truth about LTV calculations, and the new era of organic user acquisition.
In this episode, you’ll learn:
- Was 2020 just a “COVID Bump,” or a shift in consumer behavior?
- Are the Bumble & Duolingo IPO multiples justified?
- How savvy developers are adapting to Apple’s App Tracking Transparency
- The truth about LTV
- The new era of customer acquisition
Links & Resources
- Spotify
- Whoop
- AllTrails
- Pinkbike
- Lingoda
- Bumble
- Duolingo
- Instacart
- Match Group
- Netflix
- Noom
- Weight Watchers
- Tinder
- The Dyrt
- Day One Journal
- Automattic
- Tech Crunch
- Scribd
- Pandora
Eric Crowley’s Links
- Follow Eric on Twitter
- GP Bullhound
- GP Bullhound insights
- Eric’s LinkedIn
- GP Bullhound 2021 CSS survey
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Episode Transcript
00:00:00 David:
Hello, I’m your host. David Bernard. And with me, as always, RevenueCat CEO, Jacob Eiting.
Our guest today is Eric Crowley, a tech investment banker with GP Bullhound. With investments in companies ranging from Spotify to Whoop, and clients such as AllTrails Pinkbike, and Lingoda, GP Bullhound provides transaction advice and capital to many of the leaders in consumer subscription software.
On the podcast, we talk with Eric about his 2021 report on consumer subscription software, the truth about LTV calculations, and the new era of organic user acquisition.
Hey, Eric, welcome to the podcast.
00:00:56 Eric:
Hey, David, Jacob. Thanks for having me back. It’s always a pleasure.
00:00:59 David:
Yeah. Every year you release this report, so we had to get you back. This is the third annual Consumer Subscription Software Report, and I wanted to kick off just asking you a little bit about the motivation, and where your headspace is in thinki