# LTV / CAC Misallocation

Synthetic public proof memo for Forecast Integrity Partners.

## Visible claim

Acquisition economics appeared attractive by channel.

## Discovered defect

Customer cohorts, acquisition cost windows, payback period, retention curves, discounts, and account expansion were blended across incompatible time windows.

## Executive risk

Capital can shift toward channels that look efficient only because cost and value are not matched to the same customer, period, and retention behavior.

## Recommended action

Rebuild acquisition economics at a defensible cohort grain before using LTV / CAC for budget, hiring, growth targets, or investor narrative.

## Likely paid path

Analytics Debt Ledger for one acquisition economics model, or Spend Rationalization Review if the issue spans channels, tools, reporting workflows, and finance ownership.