The Venture Capital Podcast with Fexingo · 2026-08-20 · 10 min
In this episode of The Venture Capital Podcast with Fexingo, Lucas and Luna explore a fresh angle in venture underwriting: how investors are pricing startup loyalty, retention, and stickiness in 2026. Drawing on live market data, including a sharp drop in Meta's stock and a surge in Coinbase, they discuss why cohort retention has become a board-level metric, how one founder's customer churn narrative nearly killed a growth round, and the rise of 'loyalty multipliers' in term sheets. They also examine the cautionary tale from the dropped Runlayer and Rippling lawsuits, and what it signals about founder-company attachment. If you're building a business, this episode offers a concrete framework for thinking about loyalty as a priced asset, not just a warm feeling. #VentureCapital #StartupLoyalty #CustomerRetention #2026Trends #BusinessPodcast #FexingoBusiness #TechStartups #GrowthInvesting #TermSheets #FounderAdvice #ChurnRate #UnitEconomics #CohortAnalysis #LoyaltyMetrics #InvestorInsights #StartupStrategy #BusinessAndTechnology #PrivateMarkets Keep every episode free: buymeacoffee.com/fexingo
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