Unit Economics in PE

The 2026 PE landscape has officially decoupled from "Growth-at-all-Costs." In a high-interest, high-complexity environment, Sustainable Enterprise Value is now measured by the Burn Multiple and Contribution Margin per Transaction.

Investors are no longer buying "potential"; they are buying Capital Efficiency. To win in the current consolidation wave, portfolio companies must demonstrate granular cohort stability and a defensible path to profitability.

The Strategy: We move past high-level P&Ls to perform forensic unit economic audits. By identifying "zombie" growth segments and optimizing LTV/CAC ratios, we turn fragile fintechs into institutional-grade assets ready for a 10x exit or a strategic bank acquisition.