Activation consulting · Stablecoin payments
Installs aren't users. First transactions are.
AI writes the app now. It can't make strangers fund a wallet. We rebuild the install-to-first-transaction funnel for stablecoin apps, priced on the lift.
30 minutes. We come with your funnel already mapped.
Balance
$50.00
Funded
First transaction complete
install → first transaction · 8 min
illustrative
The rails are ready. The funnel isn't.
0–0%
of stablecoin-app installs never reach a first transaction
industry onboarding studies, 2025–26
1 in 0
users abandons onboarding at the KYC step alone
fintech onboarding benchmarks
$0.0B/yr
lost to abandoned KYC across financial onboarding
published KYC-abandonment estimates
AI ships the code. Your rail holds the money and the licenses. What neither touches is the stretch in between: Apple review for a financial app, the Apple Pay entitlements, and the KYC step where the users die. That stretch is our whole job.
What changed
Two dates rewrote the job.
Both force you back into the funnel where users already quit. Neither is something AI can write its way out of.
Jun 9
Apple rewrote Guideline 4.3(b). Apps in crowded categories must add real value or get pulled. Review now runs 7 to 30 days.
Jul 18
GENIUS Act final rules land. Mandatory KYC and identity checks to rebuild. If you serve US users, this rebuild is already on your calendar.
30–50%
of users are lost at KYC, the same step the rebuild reopens. Most of that loss is design, not law.
You're reopening this flow anyway. We make it recover users instead of losing more of them.
Four steps. One number.
The firstrun method.
01
Teardown
Every screen from install to first transaction, plus the KYC and funding config behind them.
02
Instrument
Event-level funnel measurement you keep forever. The exact screen where deposits die.
03
Rebuild
We redesign the leaking steps and ship them with your team. The code is the easy part; the KYC and entitlement config is the work.
04
Measure
Lift verified against the baseline we both agreed on. That number is what you pay on.
Where 100 installs end up
Typical stablecoin app · illustrative
We speak your stack.
Virtual accounts, liquidation addresses, KYC links, just-in-time card settlement. We know what your rail handles and exactly where it hands the user back to you. That handoff is where funnels die, and it's where we work. Convert before custody, never custody-then-convert.
Rails we build on. Not client claims.
Start small. Scale on evidence.
We price on the lift. If the funnel doesn't move, the performance component doesn't exist.
The Teardown
Start hereFixed-fee diagnostic. Full funnel audit, every screen plus the KYC, funding, and card-provisioning config behind it, instrumented baseline, ranked fix list with projected lift.
Two weeks
Fixed fee, credited forward
The Rebuild
Sprint engagement. We design and ship the fixes with your engineers, feature-flagged and measured.
Six to eight weeks
Fixed fee, scoped from the teardown
The Activation Partnership
Quarterly. Ongoing experiments on the funnel: ASO, onboarding, KYC recovery, lifecycle.
Quarterly
Reduced base + performance on lift
Who you'll work with.
Product & growth engineering
Abe Mangona
- Two years on Tinder's User Growth team: onboarding and activation experiments at consumer scale
- Solo-built a non-custodial Bitcoin & stablecoin iOS wallet: Secure Enclave, cross-chain to Solana, Ethereum, USDC
Payments & partnerships
Rafi Rashid
- Product at Aztec Network: ran the apps and ecosystem programs for the privacy L2
- Co-founded Denota: payments-fraud escrow for fiat onramps; diligence with MoonPay, Transak, Sardine
The ones founders actually ask.
Find out where your users stop.
Or send your App Store link. We'll reply with a recorded five-minute teardown. Free either way.
