TLDR Founders · QUICK LINKS

BREAKING THE J-CURVE

howtogrow.substack.com2 min read

Summary from the TLDR Founders newsletter

Venture capital math is smart in theory, but stupid in practice. It’s easy to get caught in metrics like the ideal LTV/CAC ratio. However, be skeptical of rigid J-curve formulas when trying to build a sustainable, growing business long-term. Find an unfair, low-cost source of pipeline that gets you out of the J-curve game.