Founder Playbook
Pricing
“Every one of my clients is looking at some sort of web subscription offering. Those are getting better and better. There's a bunch of names thinking about how do we offer a web subscription tool that provides the same features that the App Store does — at a 5–7% commission rate versus 30%.”
Web subscriptions at 5–7% commission vs. 30% App Store — every client is now testing this
The commission delta between App Store (30%) and modern merchant-of-record web payment stacks (5–7%) is now large enough that every serious CSS company is running web subscription experiments. Crowley sees the shift accelerating: consumers are already being trained to take a small discount, click a web link, and return to the app. The tools are maturing rapidly as Stripe and others build out merchant-of-record products.
E
Eric Crowley
GP BullhoundTech investment banker advising consumer subscription (CSS) M&A — reported on industry rebound in 2024 after 2022–23 correction; helped Flo raise $200M at $1B+ valuation
Sub Club by RevenueCat
The Subscription App Industry Rebound· 34:00