“I called the CEO and I was like hey this is really interesting like what are we doing on pay wall optimizations and pricing and I started to like put my revenue hat on and he was like what like just like what are you talking about.”

Portfolio Company Hit $50M ARR In A Year With Zero Paywall Optimization — There Is Money On The Table

Jeff invested in a company that hit $50M ARR with a single subscription tier, no localization, and no paywall optimization at all. His estimate: handing the revenue keys to an experienced operator for a few sprints could double their revenue. Most fast-growing AI apps are fighting too many fires to refine monetization — which means there is enormous untapped value sitting in most subscription businesses.