Why LTV to CAC Matters So Much to Investors | Alex Immerman on Run the Numbers
From the video description
In this Run the Numbers segment, Alex Immerman (partner at Andreessen Horowitz) explains why LTV to CAC is such a critical metric for investors — and why operators should care too. Alex breaks down how LTV to CAC drives margins, valuations, and growth, and discusses how the metric varies between SMB and enterprise businesses. He also explores how AI-native companies are changing the retention game and why gross margin-adjusted payback periods matter.
Topics
Sources
Video by Run the Numbers with CJ Gustafson, played through YouTube.
- Indie Picks
Data and selection notes
Indie Picks uses video metadata for classification. The description above is an uploader excerpt, not an independent review.
Indie Picks: Independently collected SaaS and AI product videos, organized by a founder handbook. Topics and relevance are metadata-indexed; full-video editorial review has not been completed. Descriptions are uploader excerpts where available.
Views, duration and playback status refresh separately from the published catalog. When an update fails, existing data remains visible.
Selection checks
- SaaS & AI candidates: Matches the configured criteria
- Editor-approved picks: Editorial review is required