Your cohort curve, and what it lets you bid.
Six inputs from your P&L and your cohort report. Built around direct-to-consumer cohorts — if you also sell wholesale or in store, use your direct channel here and talk to us about blending the rest. Nothing is stored, and there is no form to fill in.
See the monthly numbers
| Month | Orders | Per customer | If improved |
|---|
Opens an email to Nick and Karl with your figures already in it. Straight to a partner, and we reply personally.
Three things this changes on Monday morning.
The ceiling is not a market fact. It is a decision about how long you fund the gap, and how good your cohorts are while you wait.
Your ceiling is a choice
First-order payback is the tightest possible rule, and it hands the auction to whoever is willing to wait one month longer than you. Pick the payback month deliberately, fund it deliberately, and write it into the media plan.
Retention is acquisition budget
Every extra order per customer lands straight on the ceiling. That is why a retention win is not a nice-to-have — it is permission to outbid people who sell the same thing you do.
nCPA is not your CAC
Agency fees, creative, tools, salaries and retention spend never appear in the platform’s number. Load them in and the ceiling you are really bidding against moves — usually by more than founders expect.
Cash decides whether you can
A longer payback window is a working capital position, not just a spreadsheet setting. The gap has to be funded from cash, margin or a facility — which is the conversation we usually end up having.