Saved by Ted Glasnow
Customer.io: The $400M HubSpot of Product-Led Growth
Revisiting Lifetime Value and Customer Acquisition
digitalnative.substack.comdigitalnative.substack.com
Metric at IPO
KVYO
BRZE
Primary Motion
PLG
SLG
Revenue Growth
54%
52%
Revenue, $m
585
185
Gross Margin
77%
72%
ACV, $k
4.5
169
NDR
1.21
1.26
Est. Sales Efficiency
1.04
0.61
Profitability
4.7%
-21%
CFO / Revenue
18%
- 17%
KVYO
BRZE
Primary Motion
PLG
SLG
Revenue Growth
54%
52%
Revenue, $m
585
185
Gross Margin
77%
72%
ACV, $k
4.5
169
NDR
1.21
1.26
Est. Sales Efficiency
1.04
0.61
Profitability
4.7%
-21%
CFO / Revenue
18%
- 17%
A New Marketing Behemoth Klaviyo : How 7 Key Benchmarks Stack Up in the S-1 by @ttunguz
The uncertain one: Lemonade thinks the industry doesn’t acquire enough customers online, and that this locks them out of low-premium policies. But Lemonade is also betting that they can convince customers to spend more over time.