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CALDWELL VANTAGE
The unit is profitable at month 14.
The question is how much room is left.
61%
Year 1 Gross Margin
74%
Year 2 Gross Margin
81%
Year 3 Projected
$38,400
Average ARR per customer
Median contract signed in 2023 cohort · 94% still active at month 18
74% gross margin after all variable costs — and hosting drops 8pts at 500 seats
CAC & Payback Comparison
CALDWELL VANTAGE
$7,200
Customer Acquisition Cost
11.4 mo
Payback Period
LOGISTICS SAAS PEER MEDIAN
$12,400
Customer Acquisition Cost
19.0 mo
Payback Period
Source: OpenView 2023 SaaS Benchmarks
We cut our carrier reconciliation time by 63%. I renewed before the QBR was even scheduled.
Dana Reyes
VP Operations, Meridian Freight Solutions
138% NDR
at month 24
Each cohort outperforms the last — LTV:CAC now 5.8x at 36 months
Contribution Margin by Segment
ENTERPRISE
42%
ARR Weight
31%
Payback
9.2mo
GROWTH MID-MARKET
38%
ARR Weight
47%
Payback
11.8mo
SMB
21%
ARR Weight
14%
Payback
18.3mo
PARTNER-SOURCED
51%
ARR Weight
8%
Payback
6.1mo
Competitive Position Map
Payback Speed →
Expansion Revenue →
Slow
Fast
High
Low
Caldwell
Enterprise
Orbix
Freightlane AI
Caldwell MM
Capital Deployment Roadmap
Q3 2025 – Q2 2026 · $9M Series A Allocation
Hire 6 AEs
$2.1M
Data-center migration
$1.8M
Product-led growth
$1.4M
CS expansion
$1.2M
Reserve
$2.5M
$9M
Series A · Closes Q3 2025
Lead or co-lead
Rule of 40 compliance by Q4 2026
Contact: hello@caldwellvantage.com