unit-economics

name	unit-economics
description	Revenue quality and cohort economics diagnostics — LTV/CAC, retention, margin by segment, and recurring revenue analysis.
user-invocable	true

/unit-economics — Revenue Quality and Cohort Analysis

Assess revenue quality, customer economics, and business model sustainability.

MCP Tool Map

• Company financials: sec-edgar.sec_edgar_financial, sec-edgar.sec_edgar_filing
• Disclosure context: sec-edgar.sec_edgar_company
• Illiquid asset context: finance-graph.list_assets, finance-graph.list_valuation_observations

Workflow

Step 1: Revenue Composition

• Break down revenue by type: recurring vs one-time, product vs service.
• Identify revenue concentration by customer, geography, or product line.
• Assess contract structure: term, renewal rates, escalators.

Step 2: Customer Economics

• Calculate or estimate LTV/CAC ratio where data permits.
• Assess gross margin by revenue stream.
• Identify contribution margin trends.

Step 3: Cohort Analysis

• Analyze retention and churn metrics by cohort where available.
• Assess net revenue retention (NRR) and expansion dynamics.
• Identify leading indicators of customer health.

Step 4: Margin Analysis

• Gross margin trajectory and comparability to peers.
• Operating leverage assessment.
• Unit margin at scale versus current margins.

Step 5: Output

• Revenue quality scorecard.
• Key unit economics metrics with peer benchmarks.
• Sustainability assessment with supporting evidence.
• Data gaps and areas requiring further diligence.