Recurly

Leader

San Francisco subscription billing platform at $15B annual payment volume/100M+ subscribers; $1.3B revenue recovered in 2024 with Prive/Redfast acquisitions and Compass AI suite; $39.2M raised with CEO Rohrlich competing with Chargebee for digital media billing.

Updated March 2026
Customers
100M

Company Overview

About Recurly

Recurly is a San Francisco, California-based subscription billing and revenue management platform — backed with $39.2 million in total funding — providing digital media, streaming, SaaS, publishing, education, and consumer goods companies including Sling, Twitch, BarkBox, FabFitFun, Paramount, Lucid, and Sprout Social with subscription lifecycle management that processes $15 billion in annual payment volume across 100 million+ active subscribers and recovered $1.3 billion in customer revenues through payment retry and dunning tools in 2024. In 2024, Recurly appointed Joe Rohrlich (formerly CEO of Top Hat and Chief Revenue Officer at Bazaarvoice) as CEO for the next growth phase, and acquired Prive (Shopify-first subscription management) and Redfast (subscriber engagement and retention tools) to create the first subscription management suite integrating billing, payments, analytics, real-time engagement, and e-commerce subscriptions. Recurly Compass (AI-driven analytics and insights suite) launched in 2024. Founded September 2009 by Isaac Hall, Dan Burkhart, and Tim Van Loan.

Business Model & Competitive Advantage

Recurly's subscription management platform addresses the mid-market subscription business's need for sophisticated billing and churn reduction beyond what entry-level subscription tools provide: digital media and streaming companies (managing 100,000-5 million paid subscribers through seasonal promotions, introductory pricing, family plans, and bundle offerings) face subscriber lifecycle complexity (managing pauses, downgrades, win-back campaigns for cancelled subscribers, and anniversary discounting) that requires purpose-built subscription logic rather than general-purpose payment processing. Recurly's dunning engine (the industry's revenue recovery system, having recovered $1.3B in 2024 through smart retry timing, account updater integration with card networks for auto-renewed cards, and dunning sequence optimization) targets the 5-8% of recurring payments that fail monthly — with sophisticated retry logic that recovers 40-60% of those failures rather than losing the subscriber to involuntary churn.

Competitive Landscape 2025–2026

In 2025, Recurly competes in the subscription billing, SaaS recurring revenue management, and media subscription platform market with Chargebee (subscription billing, $255M raised at $3.5B valuation), Stripe Billing ($500M+ run rate, native to Stripe payments), and Zuora (NASDAQ: ZUO, enterprise subscription management) for digital media, streaming, and mid-market SaaS subscription billing platform adoption. The Prive acquisition (adding Shopify App Store native subscriptions for D2C e-commerce) expands Recurly from its core digital media and SaaS vertical into the Shopify merchant subscription commerce market that Recharge has dominated. CEO Rohrlich's growth mandate focuses on leveraging the Compass AI analytics platform for subscriber retention intelligence, building the enterprise streaming segment (where Paramount and Sling reference customers support upmarket moves), and executing the Redfast engagement integration for proactive subscriber retention before cancellation requests.

Founded
2009
Headquarters
San Francisco, California
Revenue
$15000M
Customers
100M
Curated content • Fact-checked and verified

The Recurly Story

Founded in 2009
San Francisco, California
Founded by Isaac Hall, Dan Burkhart and 1 other

Founders

Isaac HallDan BurkhartTim Van Loan
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Company Timeline

Major milestones in Recurly's journey

12
Total Events
2
Funding Rounds
1
Acquisitions
5
Product Launches
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Leadership Team

Meet the leaders behind Recurly

Joe Rohrlich

CEO

Joe Rohrlich was appointed CEO in January 2024, bringing extensive experience scaling subscription businesses. Previously CEO at Top Hat partnering with 750+ colleges, and CRO/GM EMEA at Bazaarvoice where he drove tenfold revenue growth over 11 years.

Isaac Hall

Founder

Isaac Hall founded Recurly in 2009 from his apartment after identifying recurring billing as a critical unsolved problem for businesses. Under his founding vision, Recurly grew from startup to industry leader processing billions in annual payments.

Dan Burkhart

Co-Founder

Dan Burkhart joined as CEO and co-founder in 2010, helping guide Recurly's early growth from 100 customers to enterprise scale. He played a key role in securing funding and establishing market position.

Lina Tonk

Chief Marketing Officer

Lina Tonk was appointed CMO in April 2024, bringing two decades of experience in high-growth software companies to drive Recurly's marketing strategy and brand positioning.

Rachel Sheriff

Chief Customer Officer

Rachel Sheriff was appointed CCO in July 2024, bringing extensive experience building and scaling global customer success organizations to enhance Recurly's customer experience.

Priya Lakshminarayanan

Chief Product Officer

Priya Lakshminarayanan was appointed CPO in October 2024, bringing more than two decades of product leadership experience to accelerate Recurly's innovation roadmap and AI-driven capabilities.

Open Positions

Reddit Discussions

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Key Differentiators

Market Leader

Recurly is recognized as a market leader in the Subscription Services sector, demonstrating strong industry presence and customer trust.

Enterprise Scale

With $15000M in revenue, Recurly operates at enterprise scale with proven market validation.

Massive User Base

Trusted by 100M worldwide, demonstrating broad market appeal and proven reliability.

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