Unit Economics Builder

Produce a first complete and usable asset for Unit Economics Builder. The objective is to remove ambiguity around CAC, LTV, gross margin, payback, churn and contribution margin, give the founder a decision-ready output, and make it clear whether the venture should progress, repeat the task with stronger evidence, escalate to expert support, or move into a linked stage.

Bertie or a programme manager assigns Unit Economics Builder when the venture needs a decision-ready output for this group. Typical triggers include group-gate reviews, evidence gaps identified by the co-pilot or founder request.

customer evidence; product scope; market assumptions; pricing or revenue hypotheses; known cost assumptions; draft inputs or template to complete; specific context for CAC, LTV, gross margin, payback, churn and contribution margin.

1. 1Audit Existing Financial Material and Select Baseline Templateexpand_more

   The founder gathers all current financial spreadsheets, pitch deck metrics, and commercial notes to assess their current data readiness. They select the standard unit economics framework and populate it with initial data points from existing venture assets.

   Objective

   Completing this action establishes a structured baseline for calculating the venture's fundamental commercial metrics. It prevents duplicated effort and aligns the unit economics build with previously validated venture assets.

   What's expected

   The founder must produce a populated baseline template containing all known historical data and commercial assumptions. This must include an inventory of existing data sources and a clear record of where each metric was extracted.

   Consultant stress-test · 5 questions

   1. 1.What specific historical data sources did you rely on to populate this initial baseline, and how reliable are they?
   2. 2.Why did you choose this specific commercial baseline structure over alternative financial modelling frameworks?
   3. 3.How do you know the existing pitch deck metrics align with your actual operational performance to date?
   4. 4.Which legacy assumptions in your existing material are most vulnerable to immediate degradation under real market conditions?
   5. 5.How does this baseline asset integrate with your wider data-room architecture at this stage?

   Open action arrow_forward
2. 2Isolate and Define Core Unit Economic Parametersexpand_more
3. 3Populate Model with Evidence-Backed Inputs and Calculationsexpand_more
4. 4Reconcile Unit Economics with Venture Thesis and Data Roomexpand_more
5. 5Stress-Test Assumptions and Map Critical Information Gapsexpand_more
6. 6Finalise Decision-Ready Asset for Data Room Deploymentexpand_more

• A data-room asset titled Unit Economics Builder
• A completed working asset, template, framework or decision-ready document that can be stored in the data room
• It should update the venture DNA with specific evidence or decisions about CAC, LTV, gross margin, payback, churn and contribution margin, create a visible milestone in the founder journey, and generate one or more recommended next tasks

A mentor or evaluator can review the output at the group gate. Programme managers can require an advisor checkpoint before Bertie moves the venture forward.

Draft your output and let Bertie review it