Diligence at Social Capital Part 1: Accounting for User Growth
Visit LinkCalculating the gross-margin contribution of a customer over their expected lifetime; including retention curves, discount rates, cohort LTV, probabilistic vs. deterministic models, and segment-level LTV comparison.
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TMB 5/52: Powerful Ideas > Perfect Measures
This article argues that powerful ideas, even if imperfectly measured, are more useful for business decision-making than perfect measures for less impactful ideas. It discusses the importance of focusing on high-leverage metrics and acknowledging the limitations of data, rather than getting overly bogged down in pursuit of perfect measurement.
TBM 8/52: The Data-Informed Product Cycle
This article discusses the data-informed product cycle, which involves translating high-level strategy into models, testing hypotheses, and iterating based on data. It covers key topics like freemium, free trials, usage-based pricing, activation metrics, and product-qualified leads (PQLs).
North Star Framework Template & Activity Library
Establishing the core foundations for a successful go-to-market strategy, including defining the ideal customer profile, target market segments, and aligning the product's value proposition with the right sales and distribution channels.