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Unit Economics Analysis

Automate unit economics analysis for PE targets with ARR cohorts, LTV/CAC, and retention.

Updated Jan 25, 2026
Search Tags:#LTV#unit-economics#cohort-analysis#CAC#ARR#margins#net-retention
One-click install
npx skills add https://github.com/xfs96192/claude-config --skill unit-economics-analysis-xfs96192
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Unit Economics Analysis
Source: https://github.com/xfs96192/claude-config/tree/main/plugins/cache/financial-services-plugins/private-equity/0.1.0/skills/unit-economics
Command: npx skills add https://github.com/xfs96192/claude-config --skill unit-economics-analysis-xfs96192

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Analyze unit economics for PE targets — ARR cohorts, LTV/CAC, net retention, payback periods, revenue quality, and margin waterfall. Essential for software/SaaS, recurring revenue, and subscription businesses. Use when evaluating revenue quality, building a cohort analysis, or assessing customer economics. Triggers on "unit economics", "cohort analysis", "ARR analysis", "LTV CAC", "net retention", "revenue quality", or "customer economics".

Core Features & Use Cases

  • ARR & cohort analysis: Track Beginning ARR, new ARR, expansion, contraction, churn, and Ending ARR by vintage cohorts.
  • LTV/CAC and payback: Compute lifetime value, customer acquisition cost, and payback periods to assess unit economics.
  • Net retention & margin waterfall: Measure gross/net retention and visualize margins across revenue streams to evaluate profitability.
  • Benchmarking readiness: Compare against SaaS KPIs like NDR, Rule of 40, and LTV:CAC targets, and identify risks.

Quick Start

Analyze a target SaaS business by building ARR cohorts, computing LTV/CAC, net retention, and a margin waterfall to assess profitability.

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 CAC and payback periods for SaaS targets?▼

Calculate LTV CAC and payback periods by analyzing ARR cohorts, tracking beginning ARR, new ARR, expansion, contraction, and churn to assess customer economics and revenue quality.

What is ARR cohort analysis and when do I need it for PE-backed software evaluations?▼

ARR cohort analysis tracks recurring revenue movements across vintage cohorts to evaluate revenue quality. Use it for PE-backed SaaS evaluations to measure net retention and customer economics.

How do I build an ARR bridge and margin waterfall for subscription businesses?▼

Build an ARR bridge by segmenting new, expansion, contraction, and churned ARR by vintage cohorts. Visualize the margin waterfall across revenue streams to evaluate profitability and benchmark against SaaS KPIs.

Can I benchmark net retention and Rule of 40 for recurring revenue businesses?▼

You can benchmark net retention, NDR, and Rule of 40 against standard SaaS KPIs. Compare gross and net retention metrics to identify risks and evaluate revenue quality for recurring revenue businesses.

What's the best way to assess revenue quality for mixed-model SaaS businesses?▼

Assess revenue quality for mixed-model SaaS businesses by computing cohort matrices, LTV CAC ratios, and margin waterfalls. Evaluate net retention and payback periods using standard SaaS KPI definitions.

Does unit economics analysis work for mixed-model subscription businesses or only pure SaaS?▼

Unit economics analysis applies to recurring revenue SaaS, subscriptions, and mixed-model businesses. Evaluate revenue quality, cohort performance, and payback periods across these business types.

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