Bialecki: Cash Payback Cycle Is a Better Metric Than LTV to CAC
Andrew Bialecki · Andrew Bialecki: Is Klaviyo the Most Under-Priced Public Company? | E1170 · 20VC with Harry Stebbings · Jun 26, 2024 · at 58:03
Andrew Bialecki, co-founder and CEO of Klaviyo, discusses capital efficiency metrics from Klaviyo's bootstrapping days with 20VC host Harry Stebbings.
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“I've never been as big of a fan of LTV to CAC as a measure. Cause I feel like it'd be too long term. You can have high upfront costs that sort of, it takes you a really long time to earn back. You know, when we were bootstrapping, we always thought about the cash cycle. Like how, if we invest a dollar today, how long is it gonna take for it to come back?”
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