Mosaic Group · B2C · app portfolio company
Build several $30M apps instead of pushing one app past its ceiling
Guest's answer to the $10-30M ceiling; three $30M apps can beat one $90M app
Workedportfolio
What they did
Accept that most apps cap out when top-3 keyword rankings max out organic and CAC hits the (usually sub-$100) subscriber LTV, after which only single-digit growth comes from optimization. Grow by adding products instead: e.g. three $30M apps rather than one $90M app, with diversification as a bonus. A portfolio with a consolidated tech stack is also what makes a business sellable to private equity.
What happened
Guest says this is how Mosaic grew and why portfolios are common; diversified revenue.
- Stage
- scale
In their words
Sub Club by RevenueCat · Why Most Apps Hit a Revenue Ceiling (and How to Plan for It) — Patrick Falzon, The App Shop“And if you have 3 $30 million products, that's just potentially as good, and maybe even better because of the diversification benefit, as having one single $90 million revenue product.”
“I tend to think most apps will hit that ceiling, and it's actually very hard to break through it.”
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