Financial Analysis
Comprehensive financial analysis including revenue modeling, scenario planning, unit economics, and valuation frameworks for both acquisition targets.
Financial Analysis & Sensitivity
Detailed financial projections, revenue models, and sensitivity analysis for both targets.
Revenue ModelsScenariosP&L
ARPU Analysis
Deep dive into ARPU differences ($1 vs $20), drivers, and monetization potential.
Unit EconomicsMonetizationKPIs
Key Financial Metrics
CoinGecko Revenue
$40M
~$1 ARPU
Stocktwits Revenue
$15M
~$20 ARPU
CoinGecko Valuation
10x
Revenue multiple
Stocktwits Valuation
5x
Revenue multiple