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’d love recommendations.

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Same. Pls share book reco.
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Yes it is, and I thought I understood it until this conversation.
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So, when is Stripe going to start doing this, Patrick? Is this already baked into the loan program? If so, why are the loan amounts such a small amount of MRR?
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Problem is these securitizations are still fairly bespoke (and thus expensive) because SaaS cash flows are not homogenous. “Whole business” securitization are limited to franchise businesses (ie Dominos) mostly.
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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. 
I had no idea. So cool. I need a taxonomy of financial instruments book or course or something.