SaaS Economics
LTV Models: Where Founders Lie to Themselves
The LTV lifetime value formula founders use in SaaS inflates the number with blended churn, revenue instead of gross profit, and an infinite horizon. Fix all three.
#churn
2 articles
SaaS Economics
Gross Retention vs Net Retention in SaaS IPOs
Gross retention vs net retention in SaaS IPOs: NRR sells the growth story, GRR shows the foundation. Read both, and watch which one a filing hides.