Annual contracts are cool, but what if you could bundle and sell cohorts of your subscriptions for their risk-adjusted lifetime value? HT @mike_seekwell
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First you fill up the pool which is safest (and pays lowest interest), then the next safest, etc etc until you get to the last, riskiest pool. By convention that pool is called the equity. If you math this out, it takes losses caused by e.g. churn first.
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I had no idea. So cool. I need a taxonomy of financial instruments book or course or something. - 3 more replies
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So Saasco sells a cohort for a discount of projected LTV. What is the incentive for Saasco to service my cohort? What if Saasco pivots into another business and my cohort crashes early?
I’m just thinking through this… it seems like it needs negative feedback loop. 