In this episode of Run the Numbers, CJ sits down with Mateo Bryant, CFO of Minted. They break down Minted’s life-event flywheel and decades-long LTV, managing extreme seasonality when half the year happens in one month, and balancing long-term CAC with short-term monetization. Mateo also shares lessons from scaling Uber and Amazon globally, localization missteps, and making marketplaces work in emerging markets.

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LINKS:

Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsN

Mateo: https://www.linkedin.com/in/bryantmatt/

Minted: https://www.minted.com/

CJ: https://www.linkedin.com/in/cj-gustafson-13140948/

Mostly metrics: https://www.mostlymetrics.com

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RELATED EPISODES:

Peter Oey, CFO of Grab:

https://youtu.be/tdq0AZO0dLU

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TIMESTAMPS:

00:00 Intro

03:16 Fixer to CFO

05:32 Mexico City Startups

09:00 Minted Flywheel

10:24 LTV Expansion

11:04 Entry Points

12:18 CAC and Cohorts

13:42 Sponsors: Metronome | RightRev | Rillet

17:06 Wedding Lifecycle

19:49 Holiday Forecasting

22:23 Retail Calendar

24:03 Cash Flow Swings

25:05 Marketing Over Sales

26:06 Email Limits

27:41 Sponsors: Tabs | Abacum | Brex

31:02 Retail Strategy

35:08 Global Experience

40:47 Uber Cash Economics

46:04 Cost of Not Localizing

50:19 Importer of Record

53:17 No Google Lesson

55:34 QBR Mistake

56:48 High Leverage Hours

59:03 Finance Stack

59:50 Seven Day Cruise Expense

#RunTheNumbersPodcast #MarketplaceStrategy #EcommerceFinance #GigEconomy #CFOInsights

Minted’s CFO: Half the Year Happens in One Month

Run the Numbers