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LTV:CAC ratio

The relationship between what a customer is worth to you over their lifetime and what you paid to acquire them. The most important single number in unit economics.

LTV:CAC is lifetime value ÷ customer acquisition cost. It's the single cleanest indicator of whether a business model has working unit economics.

Benchmarks for subscription businesses:

  • Below 1:1 — you lose money on every customer. Either grow out of it fast or the business doesn't survive.
  • 1-3:1 — marginal. You make some money per customer but probably can't fund growth out of profits.
  • 3:1 — generally seen as healthy. Each customer pays back acquisition cost plus enough to fund overhead and growth.
  • Above 5:1 — possibly under-investing in growth. You could afford to acquire more customers and still be profitable.

The "3:1 is healthy" benchmark assumes a roughly 12-month CAC payback period and 75%+ gross margins. Lower-margin businesses (e.g., 30-40% gross margin marketplaces) need higher ratios — often 5:1 or 7:1 — because each LTV dollar carries more cost.

Watch the ratio over time, not just a snapshot. Rising LTV:CAC (because retention is improving or CAC is dropping) is a great signal. Falling ratio is worth a meeting about.

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