Summary
Super.com reached $200M+ net revenue in 2025 (50%+ growth) and became profitable. Super+ membership is approaching 1M members at $15/month. The company runs 100+ experiments per month with strict ROAS and LTV:CAC discipline. Performance marketing is the primary growth channel, with every channel evaluated by unit economics. Connected TV (CTV) is used as a measurable acquisition channel with modeled CAC-to-payback-to-retention-to-LTV. The company pivoted from one-time travel transactions to recurring membership revenue, which provides predictable revenue, better LTV, and stronger retention. AI personalization surfaces the next best action for each member. Super.com targets cost-conscious US households with annual income below $100K. Harley Finkelstein (Shopify President) joined as board observer.
Key Points
- $200M+ net revenue in 2025 (50%+ growth), profitable
- Super+ membership: ~950K-1M members at $15/month
- $1B+ in customer savings since 2016
- 100+ experiments per month
- Performance marketing with strict ROAS and LTV:CAC discipline
- CTV used as measurable acquisition channel
- Recurring membership model: predictable revenue, better LTV
- Products: hotel discounts (up to 40%), 10% cashback, secured charge card, cash advances, credit building
- Target: cost-conscious US households (income below $100K)
- Investors: TPG, Stephen Curry, Shopify President, Inovia Capital, Lion Capital
- J.P. Morgan Securities served as sole placement agent for Series D