Growing a Consumer Subscription App

Understanding investor perspectives is crucial for app developers, whether their projects are personal or aimed at profitability. Eric Crowley, a partner at GP Bullhound, emphasizes the importance of metrics like Lifetime Value (LTV) and Customer Acquisition Cost (CAC) in the Consumer Subscription Software (CSS) space, as outlined in the GP Bullhound Consumer Subscription Software Report. The report, intended for bankers and investors, provides insights into CSS trends and investment opportunities, but it also serves as a valuable resource for developers. The changing landscape due to Google and Apple's App Tracking Transparency policies poses challenges, pushing developers to focus on organic growth strategies rather than relying heavily on paid advertising. Crowley highlights the importance of understanding user cohorts, distinguishing between "tourists" and "locals," and tailoring marketing strategies to engage highly loyal users. It's essential for founders to effectively articulate their company's value through storytelling that connects metrics to user behavior, ensuring investors see the potential in their business.