Data-driven user acquisition financing and analytics firm Leus has launched a Cohort Purchasing platform that lets mobile game publishers monetize future cohort value before that revenue actually arrives, freeing up capital they can reinvest in marketing campaigns.

The model works as an alternative to debt-based UA funding. Instead of a studio borrowing against projected revenues, Leus evaluates a game's cohorts directly and makes a purchase offer based on predicted future value.

How the prediction works

Leus said it uses historical cohort data combined with back-test forecasting models to predict cohort performance for up to 52 weeks. The company then prices its offer against that forecast.

The firm added that it can evaluate unsaturated cohorts from as early as day seven after acquisition — a window that matters for mobile teams, because early cohort signals typically sharpen pricing and de-risk larger UA spend decisions.

Co-founder and MD Halil Özdemir framed the offering as a direct challenge to conventional financing routes for mobile studios. "If a cohort has a measurable future economic value, why should the founder need to borrow against it? Why not simply sell it?" he said.

Özdemir presented the company's approach at Pocket Gamer Connects London earlier this year, hosting a talk titled 'Future of UA: Creatives, Predictions and Funding'.

What changes for publishers

For publishers, the pitch is operational rather than technical: Cohort Purchasing converts predicted long-tail revenue — visible in early cohort behavior but realized over months — into upfront capital. That capital can then cycle back into paid UA, effectively compounding spend capacity without taking on loan repayment obligations or interest costs.

The offering sits alongside an established crop of UA financing models in mobile, including revenue-share debt and hybrid financing deals tied to store payouts. Leus differentiates by anchoring the transaction to cohort-level forecasts rather than studio-level borrowing.

The mechanism's accuracy hinges on the quality of the 52-week forecasting models. Publishers weighing the platform will want to scrutinize how back-tested predictions hold up across genres, monetization models and geo mixes before committing cohorts to sale.

Watch whether mobile publishers begin shifting UA budgets toward cohort-sale structures — and whether competing UA financing firms respond with their own forecast-based purchase products in the coming quarters.