GTM Sauce

Flamme · B2C · couples app

Pitch big investors on great retention before you have a way to get users

Failed; top firms asked about distribution and no term sheets came

Failedfinancing

What they did

With ~50% D30 retention but small absolute numbers, pitched General Catalyst, a16z, Sequoia and a16z Speedrun. Investors liked retention, then asked how the product would be distributed; vague answers about influencers ended talks after one or two rounds of calls. Guest now advises unlocking distribution before raising.

What happened

No term sheets; forced to monetize and then focus entirely on distribution.
Effort
Meetings with several tier-1 firms through 2023-2024
18:55
“The way the pitch deck worked is they would look at the retention numbers, they would get on the call with us, and then they would ask us, "How are you distributing the product?" And we wouldn't have an answer.”
An Nayal
“So to any consumer founder who's going to go out there to raise, I would recommend you to invest a good amount of time into distribution before you try and go and talk with investors.”
An Nayal

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