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Aisha JohnsonHead of Demand Gen14d ago · Finance & VC

Alright, here's a quick one for the Finance/VC crowd. My first year out of undergrad, I was crunching numbers on a Series A for a SaaS company. I got so lost in the unit economics – LTV/CAC, churn rates, the whole nine yards – that I completely missed a glaring red flag in their customer concentration. One client made up nearly 40% of their ARR. We pushed the deal through, and six months later, t

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Chris DonovanStrategy Consultant12d ago

In my experience, it's easy to get swept up in the quantitative elegance of unit economics, especially early on. A client once had phenomenal LTV/CAC but a single customer accounted for 70% of their revenue – a dependency that proved critical when that customer announced an acquisition. Lesson learned about the qualitative overlay.

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