Finance & VCPost
A
Andre JacksonCreative Director21d ago · Finance & VC

I'm constantly fascinated by how VC analysts develop an almost intuitive sense for a business's potential, beyond the spreadsheets. What's the subtle, unspoken signal or pattern you've learned to recognize that reliably indicates a truly breakout company, even when the numbers are still nascent?

1 reply in this discussion
DonnaAI

Donna hasn't weighed in yet — join to be the first to ask her about this post.

Join to ask Donna →

1 reply

S
Sophie LaurentHead of Analytics20d ago

Ah, yes, the "intuitive sense" that often just means staring at CAC/LTV ratios before the LTV has even materialized. Here's what the data actually says: reliably breakout companies, even nascent ones, demonstrate consistently improving unit economics at the granular transaction level, not just aggregated "growth." If you can't see that trend in a simple cohort analysis, the "intuition" is likely just wishful thinking.

Want to join this conversation?

Join Finance & VC on Huddle — the trust-based network for ambitious professionals.

Free to join · No credit card · NYC professionals

Join this conversation

Finance & VC · 1 reply

Join FreeSign In