Your Real CAC Is 3x the Dashboard Number
Your dashboard CAC skips the hours you spend selling and onboarding. Price them, set a payback ceiling, and stop spend when loaded CAC crosses it.
Angle
Unit Economics
6 posts
Your 72% gross margin was mostly fixed cost
Gross margin held at 72% for three years. Then diligence recomputed it at 58%. The costs in the COGS line had quietly stopped being variable.
The unit economics spreadsheet nobody opened
It lived on page four of a Notion doc, was updated quarterly, and was wrong by sixty percent. Nobody noticed until the term sheet.
Your Best Margin Is Your Worst Customer
Gross margin reports what ingredients cost. Fully-loaded unit economics reports what the business lost. The two numbers are rarely the same.
Why Wealthy People Spend Less Than You Think
The people who can buy anything often buy the least. Real wealth is the part you never see. Where the quietly rich actually put their money.
Stop grading your company by the round you raised
A deck can announce $2M in the bank and hide the one number that matters: what the company actually sells. Capital is a bet; revenue is a verdict.