A New Marketing Behemoth Klaviyo : How 7 Key Benchmarks Stack Up in the S-1 by @ttunguz

Enterprise SaaS: ~110% is GOOD, ~130% is GREAT

- Predictable revenue consumer SaaS economics with LTV of $120 at 2-3x of $40 CAC

Broadly, there are six categories of North Star Metrics: 1) Revenue (e.g. ARR, GMV) 2) Customer growth (e.g. paid users, marketshare) 3) Consumption growth (e.g. messages sent, nights booked) 4) Engagement growth (e.g. MAU, DAU) 5) Growth efficiency (e.g. LTV/CAC, margins) 6) User experience (e.g. NPS)

It seems investors are now returning to the fundamentals, where organic growth is valued over paid user acquisition and profitable customer acquisition is a focus versus the land-grab approach.