Palta

“Flow, the number one female health app with seventy-seven million MAU”

“Palt is going to hit five hundred fifty million this year in revenues.”

“We raised around two hundred million from top tier investors.”

“When you have flow in the portfolio, which is a more than seventy-five million more, six million active subscribers, Second year retention of 80% and more than 65% organic traffic, the numbers that companies can just dream about.”

“Simple is a weight loss management tool. They're going to hit two hundred million in ARR.”

“We have Zing, which is a powered fitness coach with hyper personalized and super engaging workouts. They're gonna hit around fifty million in RR. They grew four times since last year.”

“And we have Lavi. Lavi is an AI cosmetologist making face care accessible. They're gonna hit around twenty million in RR this year. They're growing 30% month over month.”

“I think when you just run paid, you need to think about payback around three months, and you can run with 141 180% for us. This is probably what I would be looking for.”

“All the upsells gonna add around 20% to the LTV.”

“We almost don't do free trial. We do interpricing, which is different.”

“With the free trials, you bring free trial lists, which is a very weak signal. You want to bring payers, people who have high willingness to pay, and this is how you want to optimize your algorithms.”

“So, 80% will be coming through web in all our companies, apart from Floor, where it splits fifty-fifty.”

“The best lesson gonna be, put a PM, nails monetization, from day one, And test the hell out of that. You need to test probably to run, like, 1000 experiments on the paywall to get what's right for you.”

“In our niche for health tech, This is not a strategic goal.”

“We also don't tend to launch too many ideas in one quarter, so it can be like one idea or even one idea in six months.”

“We never wanted to become a factory of apps, so we never wanted to have more than, let's say, 10, 12 kids, otherwise it becomes unmanageable, and you want that cross-pollination and synergy.”

“We are currently five people, but it goes, like, to a director level, and we don't High PMs, copywriters, and basically the execution functions inside the simple function.”

“One of the biggest decisions were to start centralizing the UA function, where we analyzed that each company is very unique, their creatives are unique, and we cannot build it as like holistic function that just gonna provide Like a chunk of creatives and asse…”

“To build our own solution, it's also super expensive. For example, we did it for payments, and it took a year and a big team to make it happen, though we have, like, one of the best solutions in the industry.”

“The Holdco has raised a hundred million dollars Series B.”