Adjacent

topic on 1 show · 6 statements across 1 episodes · said 14 times in 4 episodes since 2023

20VC 14

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20VC 14

every mention on every show, scene by scene, with the transcript →

6 statements about Adjacent, every show

20VC Prediction Not checkable as stated
Wittenborn: Existing consumer subscription apps will win most value from AI
“The way I think about it from an adjacent perspective is we're going to have companies that are already consumer subscription companies that are implementing this to make their products even more sticky, more functional and give features that were not possible…”
Nico Wittenborn May 22, 2023 ▶ 59:23 Nico Wittenborn: Consumer Subscription Apps; Using Evolutionary Biology to Invest; Solo GP's | E1017 · 20VC with Harry Stebbings
20VC Prediction Not checkable as stated
Wittenborn: Adjacent Plans for Three-Year Cash Runway in Round Structuring
“At the same time, it enables the founder to have more money so that they have longer runway, which typically now I plan for three years.”
Nico Wittenborn May 22, 2023 ▶ 32:28 Nico Wittenborn: Consumer Subscription Apps; Using Evolutionary Biology to Invest; Solo GP's | E1017 · 20VC with Harry Stebbings
20VC Assertion Not checkable as stated
Wittenborn: 70% to 80% of App Conversions Are Annual Upfront Subscriptions
“It's like 70, 80% of the conversions that we work with.”
Nico Wittenborn May 22, 2023 ▶ 17:56 Nico Wittenborn: Consumer Subscription Apps; Using Evolutionary Biology to Invest; Solo GP's | E1017 · 20VC with Harry Stebbings
20VC Insight
Wittenborn: Consumer Apps Should Target 50% Organic Customer Acquisition
“The guideline I give is 50%.”
Nico Wittenborn May 22, 2023 ▶ 16:31 Nico Wittenborn: Consumer Subscription Apps; Using Evolutionary Biology to Invest; Solo GP's | E1017 · 20VC with Harry Stebbings
20VC Prediction Not checkable as stated
Wittenborn: Adjacent Portfolio Companies Must Pay Back CAC Within One Year
“We steer acquisition so that we recover the CAC with the first year, ok? So every time you get a yearly subscriber that pays back your CAC, you don't overspend”
Nico Wittenborn May 22, 2023 ▶ 15:07 Nico Wittenborn: Consumer Subscription Apps; Using Evolutionary Biology to Invest; Solo GP's | E1017 · 20VC with Harry Stebbings
20VC Insight
Wittenborn: Consumer App Churn Resembles SMB SaaS After Year One
“The insight that we've had with some of the first companies we invested in is that the churn is usually high in the first year, and then from the second year on, it looks very much like SMB SaaS churn.”
Nico Wittenborn May 22, 2023 ▶ 13:53 Nico Wittenborn: Consumer Subscription Apps; Using Evolutionary Biology to Invest; Solo GP's | E1017 · 20VC with Harry Stebbings

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