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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I had no idea. So cool. I need a taxonomy of financial instruments book or course or something. -
There are a couple of very heady books on securitization I could recommend if you want to go off the deep end on the math, or you can reconstruct most of it by reading the Big Short very carefully.
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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. 