Founder Playbook
Retention
“Retention yeah I think has to be the north star because... we borrow from the kind of games world I know they they frequently look at that how many players are coming back on D7 D15 D30 it's just super useful for us.”
Borrow Retention Metrics From Gaming: D7, D15, D30 Are The Compass For An AI Companion
Ajay's north-star metric is not ARR or downloads — it's D7/D15/D30 retention borrowed from the games industry. For a companion app, the logic is airtight: if the product is truly valuable, each conversation should deepen the relationship and make the next one more likely. Hit-and-miss early retention means the product hasn't yet crossed the activation threshold for most users.
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Ajay Mehta
Portola (Tolen)Hit $1M ARR and 800K+ downloads; raised $10M seed for AI companion app
Sub Club by RevenueCat
Fueling Growth with AI and Viral Product Features — Ajay Mehta, Portola· 44:41