Founder Playbook
Distribution
“Finding the way you can get scalable installs as cheaply as possible is part of your if not your product market fit your product market channel fit right like figuring out how you can actually like make this a scalable like situation.”
Find Product-Market Channel Fit: Scalable Organic Distribution Is Part Of The Product
Ajay distinguishes PMF from what he calls product-market-channel fit — knowing not just that users want the product, but that you can reach them cheaply enough to build a sustainable business. For Tolen, TikTok virality (from visual brightness + relatable content angles) drove cost-per-installs so low that paid ads became nearly redundant. Channel fit should be evaluated alongside product fit.
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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· 30:16