Podcasts
Ep. 12 — Risk & Growth: Credit Expansion Without Portfolio Blowups
A tactical conversation on balancing acquisition velocity with underwriting discipline.
Growth
Fintech Insights
Fintech Unit Economics Tracker: CAC, Payback, and Margin
Headline metrics Blended CAC decreased by 9%, but payback period remains above target in low-activity cohorts. Contribution margin improved in high-frequency users. Interpretation * Acquisition efficiency gains are not yet mirrored in activation quality. * Revenue concentration risk remains high in top 15% of users. * Support cost per active user declines significantly
Videos
Video Strategy Deck: Unit Economics and Payback Discipline
A board-ready strategic video on CAC quality, retention structure, and capital-efficient growth.