What are Your Existing Users Worth & How to Extract Maximum Value
summary
Defines residual cohort value as the measurable area under stacked cohort LTV curves and models it to price an asset lenders can use; claims lenders will advance roughly 2–4× monthly revenue and accept platform receivables plus residual value. Shows an entry point near $25k/month and a case growing from $25k to $2M/month. Describes cash-stack funding order (platform credit, free cash, cards, receivable-backed credit, revenue loans, VC) and treating user cohorts as predictable receivables to fund the UA machine.
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chapters (13)
- 0:00Start
- 1:36About Pollen VC
- 2:59Key Metrics in Our Calculations
- 4:37Residual Cohort Value
- 5:51Why should you care?
- 8:00Stacking Cohort Performance
- 8:55Plotting Cohort Performance
- 10:44Financial Journey: Young Cohort
- 12:27Financial Journey: Mid-life Cohort
- 13:25Financial Journey: Mature Cohort
- 14:52Three Fundamental Questions
- 15:12The Capital Stack
- 18:07Factor in the Cost of Financing
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