hvkshetry /unit-economics — Revenue Quality and Cohort Analysis
Assess revenue quality, customer economics, and business model sustainability.
MCP Tool Map
- Company financials:
sec-edgar.sec_edgar_financial,sec-edgar.sec_edgar_filing - Disclosure context:
sec-edgar.sec_edgar_company - Illiquid asset context:
finance-graph.list_assets,finance-graph.list_valuation_observations
Workflow
Step 1: Revenue Composition
- Break down revenue by type: recurring vs one-time, product vs service.
- Identify revenue concentration by customer, geography, or product line.
- Assess contract structure: term, renewal rates, escalators.
Step 2: Customer Economics
- Calculate or estimate LTV/CAC ratio where data permits.
- Assess gross margin by revenue stream.
- Identify contribution margin trends.
Step 3: Cohort Analysis
- Analyze retention and churn metrics by cohort where available.
- Assess net revenue retention (NRR) and expansion dynamics.
- Identify leading indicators of customer health.
Step 4: Margin Analysis
- Gross margin trajectory and comparability to peers.
- Operating leverage assessment.
- Unit margin at scale versus current margins.
Step 5: Output
- Revenue quality scorecard.
- Key unit economics metrics with peer benchmarks.
- Sustainability assessment with supporting evidence.
- Data gaps and areas requiring further diligence.