Q3 ad inventory shift — distribution ideas?
How are you all handling the shift in Q3 ad inventory? We have seen a 14% spike in CPMs across traditional channels. Looking for unconventional distribution strategies for B2B SaaS. Anyone experimenting with private podcasters or curated newsletter placements?
We actually pivoted 30% of our spend to micro-communities in Slack and Discord. CPAs are 40% lower, though it is harder to scale.
The Efficiency Era memo
Just published a memo on the Efficiency Era. Profitability is the new growth. If your burn-to-revenue ratio is not below 0.4, you are going to struggle with bridge rounds this year. Thoughts on lean operational structures?
Burn multiple under 1.0 is now table stakes for our LPs. We re-cut our cap table assumptions last quarter.
Hiring a COO earlier than you think
I waited until we hit $5M ARR to hire my first Ops lead. Looking back, I should have done it at $1.5M. Here is why and how I would screen for it now.
Behavioral triggers cut churn 18%
Sharing the exact workflow we built in Customer.io that saved us $40k in MRR last month without a single discount — happy to share the YAML if helpful.