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Using your cohort analysis beyond investment memo's

Series A readiness

Happy Tuesday Brex community,

As you approach your Series A round, harnessing the power of cohort analysis is essential, not only for understanding your user base but for fine-tuning your business strategy with precision. This analysis does more than track user behavior and retention; it enables you to pinpoint exactly which types of customers are fueling your growth, which marketing channels are attracting the most valuable users, and which product features resonate best with different segments of your customer base. By breaking down your data into these digestible, actionable insights, you can optimize your efforts and focus on the areas that promise the highest return.

Furthermore, cohort analysis can serve as a proactive measure in your funding journey, essentially front-running the due diligence process that investors will undertake. By presenting a well-structured cohort analysis, you demonstrate a deep understanding of your business dynamics before investors even ask. This preemptive approach not only showcases your analytical capabilities but also your commitment to transparency and strategic foresight. It signals to investors that you are steps ahead, fully aware of how different aspects of your business contribute to overall success.

Growing together, Michael Morgenstern

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Startup of the Week 🤩 

Mo Al Adham is the Co-founder and CEO of Frec

Frec lets you invest in popular indices like the S&P 500 while lowering your tax bill through tax loss harvesting. This strategy, called direct indexing, is becoming more available to all investors without needing a wealth manager. You get similar performance to an ETF, and can also expect to harvest up to 40% in capital losses over ten years, which are used to lower your capital gains tax bill. These tax deductions carry over if you don’t use them in a particular year. You can fund a direct index with cash or stock. Fees are just 0.10%, and the minimum investment is $20,000.

Ambassadors Perspective: Broadening access to tax-efficient investing strategies is a major theme we are tracking. Index investing that gets you more is well worth exploring. And Frec is endorsed by top Brex executives!

Venture Capitalist Spotlight 🤩 

The Artemis Fund believes technology has the opportunity to create prosperity for all, but it’s not possible without diverse perspectives. Artemis leads seed rounds for diverse tech founders with wild ambitions in fintech, commerce, and care, building the economy of the future. Artemis is based in Houston, Austin, and Texas and recently closed a $36M Fund II. 

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The financial stack that scales with you. 🤩 Trusted by 1 in 3 US startups, Brex allows you to manage your spend from MVP to IPO. Interested? Sign up here using the referral code NEWSLETTER and get 25,000 bonus points, $5K AWS credits, $2.5K OpenAI credits and up to $150K in SaaS discounts.

Don’t hesitate to reach out,🦾!

Startups Team @ Brex