Thesis: Subscriptions and the Future of Digital Media

It remains a widely held belief that media companies make poor businesses. Production costs for content remain high, and while distribution costs have certainly decreased from the days of newspapers on trucks, the final business model is often margin unprofitable. We are approaching a sea change in consumer acceptance of subscriptions for content. The success of Netflix, HBONow, and Amazon Prime show that consumers are already prepared to pay for content and services they enjoy.

With ad blocking rising rapidly in the industry, now is the time for startups to ask two key questions: can I ask my readers to pay? And can I provide enough value to those readers so they don’t churn? We are interested in talking with any startup that has a positive answer to those two questions.

Please contact Danny Crichton if you are interested.