‘LA : Low ARPU (average revenue per user), hWS : high or healthy Wallet Share’, or LAhWS, is how we define our target customer segment. LAhWS makes our portfolio unique and distinguishes us from other investors. Alignment to LAhWS implies a company is providing affordable products and services for our customers, i.e. low ARPU, with positive margins at a unit level. A high or healthy wallet share of the customer i.e. hWS, indicates an essential and important product or service and a discerning customer who demands value and accountability.
Execute on these lines and we believe you have an enduring business that is valuable to underserved customers. A model powered by sustained customer demand, affordability and profitability – a compelling impact proposition for underserved customers. LAhWS helps us filter investment opportunities and navigate the complex and sometimes perplexing world of impact investing.
All it now needs is a strategy for scaling business models.
Introducing Customer Business Value.
