Thesis · Entry No. 1
Every acquisition channel is an efficient market now — whatever edge you find gets bid away in quarters. The only place returns still compound quietly is what happens after the first payment.
Beatriz Lindqvist, Editor·June 27, 2026·9 min read
Payments
June 21, 2026
7 min read
Nikhil Chandrasekar
Failed payments account for 20–40% of subscription churn, and the gap between a naive retry schedule and a tuned recovery stack is worth 3–6% of ARR. We benchmarked the layers.
Lifecycle
June 14, 2026
6 min read
Beatriz Lindqvist
Operators fear pause as deferred churn. The cohort data says otherwise: paused subscribers return at 4–6× the rate of cancelled ones — if the pause is designed as a product, not a concession.
Pricing
June 7, 2026
7 min read
Marta Okonkwo
Pricing is the highest-leverage retention decision most companies revisit least. A year of archived pricing pages shows the compounders treat packaging as a living product.
Data
May 30, 2026
6 min read
Nikhil Chandrasekar
Every analytics vendor can flag an at-risk account. The operators actually bending the curve intervene at usage-decay onset — while the customer still remembers why they subscribed.
One entry in the ledger, every Monday morning.
Cohort benchmarks, payment-recovery teardowns and pricing archaeology for people who run subscription businesses. Read by 6,300+ operators, finance leads and lifecycle teams.
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