The CAC Financing Model VCs Didn't Predict

The unit economics crisis in fintech just triggered a financing model I didn't see coming—and it flips the growth playbook.

Instead of funding runway (salary, infra, burn), the new debt products finance customer acquisition cost directly. You borrow against cohort payback, not balance sheet.

That changes the game for IT services firms advising fintech: clients now need embedded unit economics dashboards and cohort LTV models before they scale, not post-mortem forensics after burn spirals.

The deck walks through the mechanism, the shift in risk, and what it means for how we architect growth systems in 2026.

#Fintech #GrowthStrategy #UnitEconomics #DigitalTransformation

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