Archive - Mostly metrics

June 2025

The Shrinking Public Markets, and Rise of Private Liquidity Loops

6/29/25 Benchmarks for Operators

Jun 29 •

How to Build a "Beat and Raise" Forecast

The Tightrope Walk of Financial Forecasting

Jun 26 •

Preparing for Google Zero

How will we find customers when moats for distribution vanish?

Jun 24 •

Why do investors care about LTV to CAC so much?

6/22/25 Benchmarks for Operators

Jun 22 •

How PagerDuty Prepared for IPO

What you need to launch into the public markets

Jun 19 •

The Exit-Ready Org

What private equity sponsors are actually looking for, and how to avoid killing deal momentum before it starts.

Jun 17 •

How Public Companies Define ARR

6/15/25 Benchmarks for Operators

Jun 15 •

How Upwork Optimizes LTV to CAC

A Masterclass in Marketplace Economics

Jun 12 •

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