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The Consumer Subscription Roll-Up Opportunity
- Largely founder owned via capital efficient growth
Brett Bivens • The Consumer Subscription Roll-Up Opportunity
...the strategy would be best focused on vertical opportunities in companies that are either:
Brett Bivens • The Consumer Subscription Roll-Up Opportunity
...built on operational excellence playbooks, top-tier talent networks, and a long term commitment to the business model in the mold of ThomaBravo or Vista Equity seems on the horizon.
Brett Bivens • The Consumer Subscription Roll-Up Opportunity
Vertical Agnostic Operational Excellence — The Thoma Bravo / Vista of Consumer SaaS
Brett Bivens • The Consumer Subscription Roll-Up Opportunity
This is what I call the "Hub and Spoke" model — leverage a core subscription userbase and then upsell additional offerings to gain a larger share of wallet from your core customers. Until recently, this option seemed out of reach for most Consumer SaaS companies struggling to simply generate enough demand to support a single product at scale.
Brett Bivens • The Consumer Subscription Roll-Up Opportunity
Hub and Spoke — Spotify
Brett Bivens • The Consumer Subscription Roll-Up Opportunity
Match — who owns Tinder, Hinge, and OkCupid among many others — has spent the last 20 years building up a set of brands that cater to virtually every dating desire. The depth of expertise and data Match has developed via this strategy has enabled it to understand better than anyone else what features and experiences users across the portfolio are s... See more
Brett Bivens • The Consumer Subscription Roll-Up Opportunity
Multi-Brand Vertical Platform — Match