Payback & CAC Discipline
Separate payback windows from lifetime value, then write the kill-rule your UA lead actually follows.
Bangkok · User LTV Analytics
Vault Nodehub trains product, growth, and finance partners to rebuild lifetime value from first principles: who arrived, what they paid after fees, how long they stayed, and which acquisition stories those numbers actually support.
From a recent Ledger Bench seat
“Module three forced us to split refunded IAP from store-cleared revenue. Our ‘healthy’ month-two LTV dropped 18 percent. That was the useful part.”Mira K., monetisation lead · fintech wallet, Bangkok
Flagship program
A six-week studio for operators who already have exports and still cannot defend lifetime value in a planning meeting. You rebuild definitions, handle censoring, and leave with a decision rule your finance partner can live with.
Taught in English from our Ratchathewi rooms, with remote seats for teams elsewhere in Southeast Asia.
Also on the calendar
Separate payback windows from lifetime value, then write the kill-rule your UA lead actually follows.
Subscription, ads, and IAP in one contribution model, including VAT and store fees common to Thai listings.
Turn a survival curve into a one-page story that survives a sceptical CFO.
What you leave with
Gross vs net, refund windows, trial conversion, and the exact timestamp you call “acquired.” Written down so next quarter’s analyst does not invent a new one.
Install week, first purchase, and plan change as separate lives. Blended LTV stays in the appendix where it belongs.
When to scale, when to pause, and what “never pays back” looks like in your own currency — usually baht on the worksheets we use here.
How the studio runs
01
You bring events or a warehouse slice. We map holes before any modelling talk.
02
A two-page glossary signed off by product and finance, even if they disagree on taste.
03
Retention, contribution, and a cautious predictive layer with explicit failure modes.
04
A short note your UA and board can quote. Pretty dashboards are optional.
Journal
A single number that mixes TrueMoney users with annual plans will flatter whoever bought media last Tuesday.
Cash returned on day 40 can still hide a cohort that never covers creative refresh.
Old cohorts keep paying the old plan. Pretending otherwise is how boards get surprised.
Ratchathewi studio
Tell us which fight you are in — UA, pricing, or a board memo — and we will suggest a seat or a shorter desk.