<b>Reading cohorts like a finance person</b>
Growth and finance finally speaking the same language. These are the Rosetta Stone.
— <b>1. The cohort triangle, demystified</b> — that intimidating staircase chart, explained cell by cell. Source: ChartMogul blog.
— <b>2. Payback period vs LTV:CAC</b> — why a great ratio can still mean you run out of cash. Source: David Skok, forEntrepreneurs.
— <b>3. Net revenue retention for non-SaaS</b> — adapting NRR to ecommerce and the trap of vanity GMV. Source: Lenny's Newsletter.
— <b>4. Survivorship bias in cohort charts</b> — why your oldest cohort looks best and lies most. Source: Reforge.
Skip if you don't own a number on the P&L. Essential before any board deck.
That's the stack for this week. Forward to a teammate.
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<b>Reading cohorts like a finance person</b>
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