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#96 How to Understand the Unit Economics of a CPG Company with Graphite Financial
The Startup CPG Podcast
The Importance of LTV in Investing
I think I believe you have some strong opinions on some of the terms like lifetime value, LTV and like ROAS return on ad spend. And maybe it's just like been burned so many times as an investor, you know, and just working with companies. But often when I speak to folks in marketing typically that they're looking at top revenue as well as part of that equation. So what I like to see is what kind of the CAC is, right? It's a baseline. You could do it on a per cohort, like per month basis, or on a per customer basis, but really it's that. The further time it passes that break even point, it keeps
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