Everything Alfonso de la Nuez said on any show that made the record, most notable first. Each card names its show and opens the statement there.
De la Nuez: B2B SaaS can support 25% professional services revenue
“Sometimes services, depending on where you are, especially if you're in B to B, like we were, or like we are, sometimes services can really add a lot of value, as long as you have this 75% rule, more or less, you know, if you can demonstrate that you have, you…”
De la Nuez: Invest in UX design before sales and marketing
“I would actually invest in product user experience, design, and, ah, and delivering a great user experience even before I invest in sales, before I invest in marketing.”
De la Nuez: European founders are more resourceful due to scarcer capital
“I think that if we're going to have more EU Based unicorns and references, we have to be bold, we have to think big, and by the way, I think we are much more resourceful in general. I feel like we're much more resourceful, again, because we have less access to…”
De la Nuez predicts UserZoom will exceed $100M ARR by Q1 2022
“I think we will be actually, we will be over a hundred million by Q one is what we're anticipating.
Yeah.
That would be, I would be surprised if we don't do that.”
Alfonso de la Nuez Predicts UserZoom Will Reach $1B Valuation Soon
“No, I don't, I think we'll get there pretty soon. I'm very confident, and it's very exciting, of course, but no, we're not there yet.”
De la Nuez: UserZoom reached $800M valuation via Thoma Bravo deal
“We raised a thirty four million dollar round in 2015. Then we raised a hundred million dollar round in 2020, right in the middle of the pandemic. And then about a month ago, we closed a deal, a strategic investment a strategic growth investment with Toma Bravo…”
De la Nuez: UserZoom should have raised capital after three years
“Honestly, I think that if I could go back and do it again, the lesson I learned is that I, we could have raised maybe three to four years in, rather than seven years in. Because the problem with not raising is that you potentially miss opportunities, right?”
De la Nuez: UserZoom never picked the highest valuation across funding rounds
“We didn't worry about valuation in all three rounds, to be honest with you. You know, we didn't pick the partner or the, in this case, the private equity that gave us the highest valuation.”
De la Nuez predicts convergence of UX research and product analytics
“So I think what we're seeing is that over time, we're going to see convergence. We're going to see you know, that you're not going to have separate teams working on separate things. But everything is going to be about the experience that end users have.”
De la Nuez estimates Hotjar had $10M-$20M revenue at acquisition
“Based on what I knew and the fact that a hot jar was much more focused on SMB, you know, I think they probably were somewhere in the 10 to twenty million is my guess.”
UserZoom revenue growth accelerates to 55% past an $80M run rate
“We're looking at clearly surpassing the eighty million dollar run rate because we grew when we spoke to you, we were growing at almost like, I would say 45%, 40 to 45. We're now growing at 55.”
UserZoom will surpass $100M ARR by Q1, predicts De la Nuez
“I think we will be, actually, we will be over a hundred million by QI. I'd be surprised if we don't do that.”
UserZoom is targeting an IPO next year, says CEO De la Nuez
“We want to go public next year, by the way. So that's our target, right?”
UserZoom plans to reach its IPO without raising additional venture funding
“We actually have more cash than we need or that, not that we need, but we, that we expected you know, and we are, we foresee not needing any additional rounds.”
Sunstone Capital and Owl Rock own roughly 65% of UserZoom pre-IPO
“The management, yeah, the two investors together own close to about 65%, and then the rest of the top management team and employees.”
De la Nuez predicts UX research and product analytics will converge
“All of these guys right now, all of these vendors, all of these solutions are, you know, kind of separated, and there's a little, there's little categories for each, but what's happening in the market, and I can see it, you know, happening is that there's goin…”
De la Nuez estimates Hotjar's revenue was $10M to $20M
“Based on what I knew and the fact that a hot jar was much more focused on SMB, you know, I think they probably were somewhere in the 10 to twenty million is my guess.”
UserZoom passes $80M ARR and reaches 55% year-over-year growth
“We're looking at clearly surpassing the eighty million dollar run rate.
Cause we grew when we spoke to you, we were growing at almost like, I would say 45%, 40 to 45.
We're now growing at 55.”
UserZoom targets a 2022 initial public offering
“We want to go public next year, by the way.
So that's our target, right?”
Running Agency and SaaS in Parallel Funded UserZoom's Bootstrapped MVP
“One of the reasons I always say we were successful is because instead of just jumping in to a SAS model and building an MVP and, you know, trying to finance that, we actually, it was a very, very tough time for about two to three years to keep both businesses …”
UserZoom Clients Using Managed Services Show Highest Net and Gross Retention
“It is true that those customers that use us for both product or they license our product and use us for professional services actually have the highest retention and the highest net retention.”
De la Nuez: UserZoom managed services gross margin sits near 30%
“Well, I mean, back in the day for us, it was like a 20 to 25%, but right now in user zoom, we're sitting at close to 30%.”
UserZoom records 120% overall NDR, reaching 135% for enterprise
“More closer to 120. Yeah, we're around 220. Depends on the cohort, once again, Nathan, if you look at some cohorts, the enterprise, some of them are around one 31 35. The very large ones. And then the others are lower, right? So overall total is about a 120 ri…”
Sunstone acquired majority stake in UserZoom at $50M post-money valuation
“This is approximately about fifty million. The idea there was that, you know yes. No, no. Post. We did a majority.”