LTVCo fully funds acquisition for each cohort and shares in revenue as customers pay you. It's non-dilutive, requires no upfront spend, and aligns incentives around long-term customer value. We bring deep expertise in customer acquisition and cohort economics.
We fund 100% of cohort acquisition so partners keep cash and runway.
Revenue share tied to customer payments, with a transparent structure.
If cohorts underperform, LTVCo takes the primary downside on acquisition.
Deep domain knowledge and a strong network across ad tech, media buying, and lead generation that we can make available to partners.
We invest in acquisition, deliver cohorts, and get paid through revenue share as customers pay you. You keep the customer relationship and the long‑term upside.
Our acquisition engine delivers qualified, converting customers to your funnel.
You serve them and collect revenue. No upfront CAC spend required.
LTVCo takes a defined revenue share (typically performance-based). You keep the rest and the customer.
We double down on cohorts that perform and continuously optimize acquisition.
As businesses mature, the primary use of capital increasingly moves toward scaling customer acquisition and distribution. Cohorts generate statistically predictable revenue, and we structure our returns around that performance.
LTVCo fully funds CAC for each cohort. Repayment is linked to cohort cashflows via revenue share that adjusts based on performance. Like equity, we only make money if cohorts pay back. Unlike equity, our returns are structured around sustainable revenue share.
Equity can be an inefficient way to fund CAC (dilution), while debt-like tools often require repayment even if cohort performance deteriorates, putting operating expenses at risk.
Pre-funding CAC can turn CAC from a cashflow drain into a more cashflow-neutral (or positive) growth engine, while preserving equity-like alignment and keeping payoff performance-based.
By funding customer acquisition outside the operating budget, partners can materially reduce the cash required for ongoing sales and marketing spend while you still receive pro-rata cohort cashflows early and 100% after the structure.
Because LTVCo’s return is performance-based (you keep the upside), the effective ROI on the company’s CAC spend can increase materially.
Businesses whose growth models support more CAC can grow faster on their own terms, drawing capital as needed without additional equity raises.
Freed equity dollars can be redirected to high-ROI, uncapped investments like R&D, rather than funding CAC with uncapped cost-of-equity.
LTVCo is built on an AI‑driven intelligence layer that compounds with every cohort. It turns fragmented performance data into faster underwriting, smarter structuring, and tighter portfolio risk management, creating a durable competitive advantage as we scale.
We use a consistent set of cohort and unit-economics signals to size funding and structure revenue share agreements. Ongoing monitoring helps flag drift early and manage exposure across the portfolio.
Partners get clear visibility into funded cohorts, revenue share, progress-to-structure, and monthly reconciliation. Reporting is designed to be audit- and finance-team friendly.
Learn from comparable cohorts to set tighter terms and improve expected outcomes.
More data access improves selection, structures, and risk-adjusted returns over time.
Real-time monitoring supports exposure management and dynamic capital allocation.
Standardized ingestion paired with partner-specific levers to tailor structures, pacing, and exposure.
LTVCo is a team of experienced operators and investors across structured finance, growth equity, ad tech, and performance marketing. We’ve funded and scaled customer acquisition through multiple cycles, built attribution and cohort analytics systems, and operated lead-gen and media businesses at scale. We bring that combined playbook to partners as both a capital provider and an acquisition operator.
Structured deals, underwriting, and disciplined risk management, with transparent, performance-based economics.
Channel strategy, creative iteration, and optimization to reliably scale cohorts.
Attribution, cohort analytics, and conversion instrumentation built for repeatable growth.
Deep experience acquiring high-intent demand and turning it into durable customer revenue.
If you can measure cohorts and you have scalable channels, LTVCo can fund and operate acquisition so you can grow without dilution or upfront CAC spend.
Growth-stage companies with measurable cohort economics and a clear path to scaling acquisition.
“Non‑dilutive growth with $0 upfront CAC.”
The structure is performance-linked: repayment is primarily from cohort cashflows with a performance-based payoff. It’s designed to avoid turning cohort volatility into a general corporate repayment obligation.
Cohort retention/churn, payback and ROAS/LTV curves, plus your spend plan, enough to underwrite cohort performance.
Like equity, LTVCo only makes money if cohorts pay back. If cohorts perform badly, the structure is designed so LTVCo takes losses alongside performance rather than forcing fixed repayments.
Growth-stage technology companies that currently fund CAC with equity and have measurable cohort economics (illustratively, ~$20M-$500M revenue).
Share a few details and we’ll follow up to discuss fit, data requirements, and how we can run or support acquisition.
