Sulayman Bowles

Who keeps the value?

Connect customer value, retained contribution, delivery capacity and the price an investor pays.

A useful product can create more value than its owner retains. These studies ask where the value goes: how much a customer pays, what the company keeps after delivery, and how the entry price shapes an investor’s return.

The opening study tests a small product’s price and delivery constraint. The company studies follow payments, legal AI, compliance, restaurant software, voice and installed hardware. Reported company figures keep their source dates; the worked operating and return cases use stated assumptions.

Download the seven-study models and source package (ZIP)

Reading path updated .

  1. Sell the review before you scale the app

    Test price, delivery capacity and cash timing before choosing a growth channel.

    11 min read

  2. Does Harvey justify its cost? Modeled break-even: 10.9%

    Follow usable legal time through value capture, delivery cost and the financing hurdle.

    13 min read

  3. Vanta after the audit: compliance becomes recurring

    Test recurring buyer value and retained-cohort growth after the audit ends.

    14 min read

  4. Toast: I want the gross-profit engine near $24

    Translate gross profit and equity costs into a conditional per-share return.

    11 min read

  5. ElevenLabs: what a finished minute is worth

    Price accepted audio and completed agent work after review, rework and fallback.

    12 min read

  6. Flock Safety: the renewal has to pay for the camera

    Trace installation, service and renewal through the cash recovered from a cohort.

    12 min read

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