Revenue Intelligence & Cohort Analysis

Net Revenue Retention
112.4%
+2.1pp vs prior quarter
Monthly MRR
$2.34M
+6.2% MoM
Gross Churn Rate
1.8%
-0.3pp vs prior quarter
CAC Payback
11.2 mo
-1.4 mo vs prior quarter
LTV:CAC
4.2:1
+0.3 vs prior quarter
Revenue Concentration (Top 10)
17.8%
Below 25% threshold

Cohort Retention Heatmap

M0
M1
M2
M3
M4
M5
M6
M7
M8
M9
M10
M11
M12
Jan 2024
100%
102%
106%
109%
112%
115%
118%
119%
120%
121%
121%
121%
121%
Feb 2024
100%
101%
104%
107%
109%
111%
113%
114%
114%
114%
114%
114%
96%
Mar 2024
100%
98%
101%
104%
107%
109%
110%
111%
111%
112%
112%
94%
Apr 2024
100%
97%
100%
103%
105%
107%
109%
109%
110%
110%
93%
May 2024
100%
101%
103%
106%
108%
110%
111%
111%
95%
Jun 2024
100%
96%
92%
88%
84%
78%
82%
87%
Jul 2024
100%
102%
105%
108%
111%
113%
113%
Aug 2024
100%
103%
107%
110%
112%
114%
Sep 2024
100%
102%
105%
108%
111%
Oct 2024
100%
101%
104%
107%
110%
Nov 2024
100%
102%
104%
107%
Dec 2024
100%
101%
104%

MRR Decomposition Waterfall

Expansion vs Churn Trend

LTV:CAC by Acquisition Channel

CAC Payback Period by Channel

Gross Margin by Revenue Stream

Revenue Mix

$28.1M ARR

Customer Tier Mix by ARR

Logo vs Dollar Retention

Cohort Detail Table

Cohort Month Starting Logos Current Logos Logo Ret % Starting MRR Current MRR NRR % Expansion MRR Churned MRR CAC Payback LTV:CAC Primary Channel
Jan-24 34 29 85.3% $156K $189K 121.2% $41K $8K 9.8 mo 5.1:1 Organic
Feb-24 28 24 85.7% $132K $151K 114.4% $24K $5K 10.1 mo 4.8:1 Content
Mar-24 41 35 85.4% $198K $221K 111.6% $33K $10K 11.4 mo 4.3:1 Paid Search
Apr-24 37 31 83.8% $175K $192K 109.7% $28K $11K 12.6 mo 3.8:1 LinkedIn
May-24 33 29 87.9% $161K $179K 111.2% $26K $8K 10.8 mo 4.4:1 Partner
Jun-24 45 33 73.3% $203K $177K 87.2% $12K $38K 16.1 mo 2.4:1 Outbound SDR
Jul-24 38 34 89.5% $184K $208K 113.0% $31K $7K 10.2 mo 4.6:1 Organic
Aug-24 31 28 90.3% $149K $170K 114.1% $27K $6K 9.9 mo 4.9:1 Content
Sep-24 36 33 91.7% $172K $191K 111.0% $25K $6K 11.2 mo 4.2:1 Paid Search
Oct-24 29 27 93.1% $138K $152K 110.1% $19K $5K 12.0 mo 3.9:1 LinkedIn
Nov-24 42 40 95.2% $201K $215K 107.0% $18K $4K 10.5 mo 4.5:1 Partner
Dec-24 35 34 97.1% $168K $174K 103.6% $9K $3K 11.8 mo 4.0:1 Organic

DSO Trend

Revenue Concentration