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Unit Economics Analysis

Calculate ARR cohorts, LTV/CAC ratios, and net retention metrics for private equity targets.

1|Updated Mar 5, 2026
Search Tags:#due diligence#saas#unit economics#cohort analysis#ltv#cac#arr
One-click install
npx skills add https://github.com/smrik/ai-fund --skill unit-economics-analysis-smrik
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Unit Economics Analysis
Source: https://github.com/smrik/ai-fund/tree/main/skills/private-equity/skills/unit-economics
Command: npx skills add https://github.com/smrik/ai-fund --skill unit-economics-analysis-smrik

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill addresses the complexity of evaluating recurring revenue businesses by standardizing the analysis of customer cohorts, retention, and acquisition efficiency.

Core Features & Use Cases

  • Cohort Analysis: Visualize vintage retention and growth patterns to identify long-term revenue stability.
  • Metric Synthesis: Calculate critical SaaS KPIs including LTV:CAC, Net Retention, and CAC Payback periods.
  • Use Case: When performing due diligence on a SaaS target, use this Skill to generate a margin waterfall and ARR bridge to determine if the business model is sustainable or if it suffers from high churn.

Quick Start

Use the unit economics analysis skill to generate a cohort matrix and calculate the LTV to CAC ratio for the provided customer dataset.

Frequently Asked Questions about Unit Economics Analysis

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I calculate LTV to CAC ratios for a SaaS business during due diligence?▼

To calculate LTV to CAC ratios during due diligence, this Skill processes structured customer-level data to evaluate acquisition efficiency and produce accurate margin waterfalls for recurring revenue models.

How do I perform an ARR cohort analysis to assess subscription retention?▼

Performing ARR cohort analysis requires structured customer-level data, which this Skill uses to visualize vintage retention patterns and identify long-term revenue stability or high churn risks.

Can I generate a margin waterfall and ARR bridge for private equity targets?▼

Yes, you can generate a margin waterfall and ARR bridge for private equity targets to determine if the software business model is sustainable and evaluate its revenue quality.

What data do I need to evaluate net retention metrics for a subscription business?▼

Evaluating net retention metrics requires structured customer-level data to ensure accurate synthesis of critical SaaS KPIs, including CAC payback periods and overall revenue quality assessments.

When do I need unit economics analysis for financial due diligence?▼

You need unit economics analysis for financial due diligence when evaluating software, subscription, and recurring revenue business models to standardize the evaluation of customer cohorts and acquisition efficiency.

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