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Finance & Wealth 8 min Oct 28, 2023

SaaS Unit Economics: Understanding LTV, CAC, and Why the Ratio Matters

Author: Marcus Vance (Wharton MBA) Fact-Checked & Reviewed

Many SaaS businesses grow revenue quickly and go broke anyway. The reason is almost always the same: they are spending more to acquire customers than those customers are worth over their lifetime. Until unit economics are positive, growth just accelerates losses.

What LTV Means and How to Calculate It

LTV (Lifetime Value) is the total revenue a customer generates over their entire relationship with your business.

Simple LTV formula: LTV = (Average Monthly Revenue per Customer) × (Average Customer Lifetime in Months)

If customers pay $200/month on average and stay for 24 months on average, LTV = $4,800. To get gross-margin-adjusted LTV (which is more accurate), multiply by your gross margin percentage. At 80% gross margin, gross LTV = $3,840.

What CAC Means and How to Calculate It

CAC (Customer Acquisition Cost) is the total sales and marketing spend divided by the number of new customers acquired in the same period.

Example: $120,000 in sales + marketing spend in Q1, 40 new customers acquired in Q1. CAC = $3,000 per customer.

The 3:1 Ratio

The benchmark: LTV should be at least 3x CAC. At $3,840 LTV and $3,000 CAC in the example above, the LTV:CAC ratio is 1.28:1, deeply unprofitable. The business is losing money on every customer it acquires before accounting for any other operating costs.

At 3:1, there is enough margin to cover operating costs and generate profit. Above 5:1, you are probably under-investing in acquisition, leaving growth on the table. The target zone is 3:1 to 4:1 for healthy, scalable growth.

How to Improve the Ratio

Two levers: increase LTV or reduce CAC. Both are worth pursuing simultaneously, but they operate on different timelines.

Calculate Your Ratio

Use our LTV:CAC Calculator to model your current ratio and see what changes would push you into healthy territory.

MV

Written by Marcus Vance

Wharton MBA alumni, business strategist, and author at SuccessInformatics.