Staydium Financial Model — DCF · Scenarios · Investor Returns

Unit Economics

CAC, LTV, payback, and contribution margin per school and per slot

Scenario
Y1 CAC
-
0 new schools · S&M 476,295
Y1 LTV / School
$5,016,176
20.0yr retention × 65% GM
LTV / CAC (Y1)
0.0x
Target ≥ 3.0x
Payback (Y1)
0.0 mo
Months to recover CAC
Cohort & Unit Economics
FY2026FY2027FY2028FY2029FY2030
Scale
Total Schools (EoY)
New Schools Signed-17201714
Acquisition Cost
S&M Spend476,295603,834786,686790,974814,704
CAC (S&M ÷ New Schools)-35,52039,33446,52858,193
Value per School
Revenue / School383,162374,647366,976379,008405,157
Gross Margin65.5%67.7%69.7%71.6%73.4%
Contribution / School250,809253,471255,834271,526297,572
LTV / School (× 20.0yr retention)5,016,1765,069,4125,116,6765,430,5275,951,440
Efficiency Ratios
LTV / CAC0.0x142.7x130.1x116.7x102.3x
Payback (months)0.0x1.7x1.8x2.1x2.3x
Per-Slot Contribution
Slots Available45,00050,00055,00060,00065,000
Contribution / Slot379431488552623
Methodology
  • CAC = total S&M spend ÷ new schools signed in the year. Includes salaried BD headcount allocated to S&M plus marketing opex.
  • LTV = (revenue per school × gross margin) × retention years. Retention derived from renewal rate: 1 / (1 − renewal).
  • Payback = CAC ÷ monthly contribution per school. Target < 18 months for enterprise-motion SaaS.
  • Contribution per slot spreads school-level economics across the annual placement base — useful for capacity investment decisions.